Treasury Management Banking Officer II

Company: Heartland Financial USA, Inc.
Location: Lubbock
Posted on: November 19, 2023

Job Description:

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 referrals.
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 bank.
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 issues.
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 monthly basis.
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.
OCCUPATIONAL CERTIFICATION:
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 Banking Officer I locations Lubbock, Texas - Slide Rd time type Full time posted on Posted 3 Days Ago Commercial & Treasury Management Support Specialist I remote type Remote locations 12 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. -
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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
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Keywords: Heartland Financial USA, Inc., Lubbock , Treasury Management Banking Officer II, Accounting, Auditing , Lubbock, Texas