Treasury Management Officer- Cedar Falls, IA

Equity Bank; Cedar Falls (IA); On-site; USD 70,000 - 95,000; Full time

Benefits offered by this job

Group Life Insurance

Health Savings Account

Group Cancer Insurance

401(K) Plan with match

Generous Vacation & Sick Time

Employee Stock Purchase Plan

Job summary

Equity Bank is hiring for a Treasury Management Officer in Cedar Falls, IA. This on-site, full-time role focuses on expanding client relationships, delivering treasury services, and ensuring accurate documentation and strong customer service.

The successful candidate will drive portfolio growth and support onboarding of new clients. With 5+ years in banking or treasury, you will partner with various bank lines of business and participate in outside business development opportunities to

Qualifications

• 5+ years of experience in banking or treasury related role.
• Excellent presentation, verbal and written communication skills.
• Strong customer service and retention capabilities.

Responsibilities

• Drive new sales opportunities by identifying client treasury management needs.
• Consult with clients on the phone and in person; know their business.
• Ensure SLA’s are met daily and documentation is accurate.
• Resolve client issues and provide technical support as needed.
• Manage day-to-day ACH, Wire and Remote Deposit needs/risk.

Skills

Customer presentation

Interpersonal skills

Communication (verbal/written)

Customer service

Independent work

Time management

Objection handling

Proactive follow-through

Empathy

MS Office (Word/Excel/PowerPoint)

Education

Bachelor's degree in business/finance/related field

Tools

Microsoft Word

Microsoft Excel

PowerPoint

Job description

Fast forward with Equity Bank. Scroll down to see opportunities to join our team.

We’re not your typical bank. Spend some time inside our walls and you’ll see that pretty quickly. We challenge the status quo. We take risks. We think entrepreneurially. We also have fun. Because at the end of the day, we want our employees to enjoy coming to work and be proud of the company they call their employer.

There’s no limit to your potential here. Your career growth is dictated by what you put into it. We offer opportunities to challenge you, expand your skills, and reward your contributions. Here, we offer competitive compensation and benefits, and a working environment that’s tough to beat.

We want passionate, customer-focused people, willing to learn and motivated to grow. Are you ready to join our team?

Join our team.

See our current open positions.

Position:Treasury Management Officer- Cedar Falls, IA

Location: Cedar Falls, IA

Job Id:4569

# of Openings:1

Position: Treasury Management Officer

Department: Treasury Services

Location: Cedar Falls, IA (On-Site)

Job Type: Full-Time/Salary

Jump start your career at Equity Bank! We are currently hiring energetic, team oriented, and community focused individuals to join our team! With a team of best-in-class customer service experts, you'll help to build and expand on client relationships, deliver the banking products and services that meet the unique and individual needs of clients, and create and uphold an atmosphere of superior experience and service. At Equity Bank we’ll help you invest in your community through volunteer opportunities which align with our company initiatives and core values.

Responsibilities and Expectations

Key Responsibilities

Treasury Management

• Drive new sales opportunities by identifying client and prospect treasury management needs through consultative sales and relationship reviews
• Consult with clients and prospects on the phone and in person; know their business and anticipate their treasury needs
• Ensure SLA’s are met daily and documentation is accurate
• Resolve internal and external client issues and provide technical support for clients as needed
• Act as liaison for all bank lines of business by providing timely communication regarding product, service and SLA changes/opportunities/challenges
• Manage day‑to‑day ACH, Wire and Remote Deposit limit needs/risk assessment for clients in accordance with policies and procedures
• Monitor and drive portfolio growth – both deposit and non-interest income - by reviewing client’s needs on a regular basis
• Create, support and oversee annual relationship reviews in partnership with lead officer assigned to account (i.e. Lender, Bank Manager, and/or Market President)
• Contribute to the bank’s profitability and growth by achieving goals for fee income, new deposits and growth while controlling expenses
• Participate in outside business development opportunities and networking events

Product Knowledge/Training

• Stay abreast of key competitor product/service offerings in target markets, including products, features, pricing and competitive advantages/disadvantages
• Provide ongoing product training to bank clients and bank personnel bank wide, including technical support, as needed
• Develop full and detailed knowledge of all lines of business. Become a champion for creating opportunities to refer clients to Wealth Management, Private Banking, Mortgage, Consumer and Commercial Lending, Retail accounts, as well as attract deposits
• Understanding of credit risk, operational risk and the risk associated with treasury management products and how the risk relates to our customers and the bank

Product Development/Implementation

• Partner with Treasury Management Analyst to ensure successful completion of all TM documentation and seamless onboarding experience for client
• Collaborate with Treasury Services and Deposit Operations regarding product features/benefits and enhancements as necessary to remain competitive in targeted customer and geographic markets
• Periodically evaluate product pricing and bundling strategies and make recommendations to Deposit Operations Manager and Treasury Management Director
• Develop and implement “share of wallet” and “onboarding” strategies for new and existing small business and commercial clients
• Proactively call on existing and new clients to introduce new product initiatives and schedule annual relationship reviews
• Actively participate in sales meetings and calling/marketing initiatives
• Develop calling/marketing program for “deposit only” clients and partner with other lines of business to execute

Reporting/Metrics

• Enter all Activities, Appointments, Incidents, etc. into Connect (CRM) for every TM client and bank interaction
• Maintain and deliver accurate Treasury Management sales pipeline and closed sales reports on a timely basis through Connect
• Support Analyst team and retail partners on Treasury Management expectations for Connect

Required Skills & Education

Requirements

• 5 or more years
• Extensive knowledge of banking industry
• Interpersonal skills commensurate with conducting external customer presentations. Excellent presentation, verbal and written communication skills
• Excellent customer service and retention skills
• Ability to work independently with minimal guidance, takes initiative /self-starter
• Time management skills, ability to effectively manage internal/external requests, concerns and problems in a professional and timely manner
• Ability to overcome objections
• Proactive follow through on issues for resolution
• Ability to relate and empathize with others
• Proficiency in using Microsoft products; Word, Excel and Power Point

Preferred

• Bachelor's degree in business, finance or related field
• 2-5 years of Treasury Management experience

Who We Are

Equity Bank, a full-service, $7.9 billion community bank, is based in Wichita, Kansas, with over 80 bank offices throughout Kansas, Nebraska, Missouri, Arkansas, Oklahoma, and Iowa.

At Equity Bank, you can find exciting opportunities to challenge you, expand your skills, and reward your contributions. Our employees receive competitive compensation and benefits, while working in an atmosphere that encourages personal and professional growth. We’re searching for motivated individuals who are passionate about serving others, learning new technologies, and working as part of a team.

Equity Bank offers a full range of financial solutions, including online and mobile banking, commercial loans, consumer banking, and mortgage loans, treasury management service, the best solutions for your business, and absolutely zero ATM fees, anywhere.

What’s in it for you?

We believe your benefits are an important part of your overall compensation package. We work year-round to ensure that we provide our employees with the most up-to-date, competitive program. We thoroughly evaluate our benefit plans and strive to provide quality benefits that support the physical and financial well-being of our employees and their families.

Benefits Available:

• Group Life & Long-Term Disability Insurance
• Flexible Spending & Health Savings Accounts
• Group Cancer Insurance
• 401(K) Retirement Plan w/Company Match
• Generous Vacation & Sick Time
• Employee Stock Purchase Plan (ESPP)
• Pet Insurance

Find your future at Equity Bank!

The above statements are intended to generally describe the nature and level of work to be performed by most people assigned to this job. It is not intended as an exhaustive list of all responsibilities, duties, and requirements.

Physical Requirements

This position requires standing, walking, bending, and squatting on a regular basis. May require the ability to stoop, kneel, crouch or reach with hands and arms. Requires the ability to carry, lift, move or push up to 25 pounds on an occasional basis. Must be able to talk and listen to others.

This position regularly works in an office setting. Most of the job duties require the employee to be working with computers and electronic media on a regular basis.

Equity Bank is an equal opportunity employer and will not make employment decisions based on an applicant’s race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.

Equity Bank is an Equal Opportunity Employer. We encourage qualified minority, female, veteran, and disabled candidates to apply and be considered for open positions.

Applicants have rights under Federal Employment Laws. Please click on the links below for more information:

*These documents contain links for third-party websites. The privacy policy, level of security or accessibility standards my differ from Equity Bank’s site. Equity Bank does not guarantee content or functionality of third-party sites and is not responsible for viewpoints, advertisers or external services offered.

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