Treasury Management Banking Officer II
Company: Heartland Financial USA, Inc.
Posted on: November 19, 2023
Employment at Heartland Financial USA, Inc. is employment at
will Treasury Management Banking Officer II page is loaded Treasury
Management Banking Officer II Apply locations Lubbock, Texas -
Slide Rd time type Full time posted on Posted 3 Days Ago job
requisition id 23-1167 HTLF is an equal opportunity employer
committed to creating a diverse workforce. We consider all
qualified applicants without regard to race, religion, color, sex,
national origin, age, sexual orientation, gender identity,
disability or veteran status, among other factors. HTLF is a
diversified financial services company headquartered in Denver,
Colorado. We deliver community banking at scale by powering our
geographically diverse group of banks with technology, efficiency
and strength - giving local decision-making the opportunity and
insights to focus on customers and growth. Relationships have been
the core of our company since its founding in 1981. We're deeply
invested in the communities we serve, and that's why our clients
choose us as their banking partners.What's different about a career
at HTLF? We believe our employees and their diverse backgrounds,
perspectives and skills are our greatest assets. We wouldn't be
HTLF without the people with whom we surround ourselves and empower
to enrich the lives of our customers, employees and communities.
We're dedicated to making HTLF the best place to work - where your
opinions are valued, your feedback and ideas are heard, and your
opportunities for personal growth and professional development are
endless.Under general direction, the Treasury Management Banking
Officer II is a sales role responsible to develop marketing plans,
customer calling and sales as well as implementation of commercial
banking non-credit products targeted toward the medium to large
sized business with annual sales from $3,000,000 to
$150,000,000.PRIMARY & ESSENTIAL RESPONSIBILITIES:
1. Partners with Business Bankers to sell Treasury Management
services to prospects and develop/execute on annual cross-sell plan
for current customers in each banker's portfolio.
2. Annually determines the sales goal for fee income, service
charge increases, and new non-interest deposit growth and
3. Partners with Commercial Banking Relationship Managers and self
source deposit rich segments to develop commercial relationships in
all focused market locations. -
4. Responsible for orchestrating customer and prospect calls to
expand business relationships.
5. Develops new Treasury Management business by analyzing market
research data and current customer data from internal systems to
develop a list of prospects and/or cross sell opportunities.
6. Prepares and presents comprehensive sales proposals and
presentations/demos to clients in addition to participating and
leading product training for various audiences.
7. Manages all elements of the Treasury Management sales cycle to
include business development, prospect qualification, needs
analysis, close and implementation of services.
8. Acts in role of business service charge captain to train,
support and target growth of business service charges for the
9. Serves as sales officer and liaison to Heartland Treasury
Management Division to ensure that new services are established
correctly and timely. Supports resolution of client issues in a
professional and responsive manner.
10. Responsible for business relationship management of all
Treasury Management products. Works closely with HTLF Treasury
Management Support to implement new services and resolve any
11. Partners and supports identification of product
improvements/solutions and communicating same to HTLF Treasury
Management, Operations and Supervisor.
12. Prepares statement analysis and sales proposals after detailed
needs assessment is completed by TMO. Consultative sales approach
is critical to selling the value of a relationship with the bank.
Maintains strong consultative relationship with clients, particular
emphasis on key client base to ensure the growth of the business
service charge portfolio of the bank.
13. Promotes and cross-sells other established products and
services as appropriate to meet customer requirements.
14. Tracks pipeline and sales activity to report results on a
15. Approves all customers secondary credit risk limits of $50,000
and below for the bank. Primarily responsible to assess, review and
approve with Business Bankers secondary credit risk for all
customers $50,000 and above on ACH and eDeposit.
16. Conducts site visits to conduct risk assessment and review of
eDeposit function at customer site and score results. Approves
annual risk assessment and deposit limit. -
17. Completes annual E-Learning Plan and Bank Secrecy Act (BSA)
training as assigned and keeps up-to-date knowledge of BSA as it
relates to the job function.
18. Performs other duties as assigned.
III: SUPERVISORY RESPONSIBILITIES: This position does not have
supervisory responsibilities. -
IV: REQUIRED QUALIFICATIONS:
1. Bachelor's Degree in Business Administration.
2. -5-7 years related experience with Treasury Management products,
payment services and related business, financial, regulatory, and
risk management processes.
3. -Sales cycle knowledge including sales planning, sales approach
and providing solutions selling to small and medium sized business
customers is necessary.
4. -The ability to prospect and network at various levels within a
company, along with enhanced communication and negotiation skills
for moderately complex deals and relationships
5. -Proficient in MS Word and Excel and comfortable with web
applications services of Treasury Management products.
6. -Ability to work with mathematical concepts such as probability
and statistic inference, and fundamentals of plane and solid
geometry and trigonometry. Ability to apply concepts such as
fractions, percentages, ratios, and proportions.
7. -Ability to define problems, collect data, establish facts, and
draw valid conclusions.
1. -Treasury Management Certification (CTP) strongly
preferred.Scheduled Weekly Hours:40Time Type:Full timeThe targeted
salary for this role is:$70,203.00 - $135,390.00You may also be
offered incentive compensation, and benefits. Benefits may include
Medical, Dental, Vision, 401(k), Health Savings Account, Paid Time
Off. Actual compensation may vary based on geographic location of
the specific role as well as work experience, education, and skills
of the selected candidate. Similar Jobs (2) Treasury Management
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Locations time type Full time posted on Posted 8 Days Ago About Us
At HTLF we seek those who are lifelong learners, creative thinkers
and have an inquisitive mind. If you thrive on challenges and look
forward to new opportunities that build positive relationships
while providing exceptional results, HTLF is the place for you.
We want you to discover your unique potential and limitless
professional possibilities while working with us. HTLF is a diverse
and inclusive workplace creating an environment where work feels
like a second home. Everyone, regardless of their role, will feel
accepted, supported and equally involved. What makes our team so
great is the value HTLF places on individualism and appreciation
for the differences each employee offers. We're a growing team
committed to creating a valued workplace for everyone.
Our leaders are actively engaged and committed to providing a
positive and professional work environment. They are dedicated to
helping you grow and develop your career. We work closely with our
employees to strategize individual professional development plans,
performance goals and professional development opportunities.
Recognizing and rewarding hard work, developing talent and
fostering employees for the next stages of their career is what you
can expect as a member of our team. We grow, when you grow. -
Our work family is extremely important to us and at HTLF we strive
to ensure our employees are happy, engaged and evolving! Help us
continue to build an exceptional team that lives our mission
statement every day of enriching lives one customer, employee and
community at a time.EOE/AA Employer --- M/F/Disabled/Vet Member
FDIC --- Equal Housing Lender Employment at Heartland Financial
USA, Inc. is employment at will
Keywords: Heartland Financial USA, Inc., Lubbock , Treasury Management Banking Officer II, Accounting, Auditing , Lubbock, Texas
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