Description

POSITION SUMMARY

Delivers the Landmark National Bank promise that Everyone Starts as a Customer and Leaves as a Friend by working collaboratively with Commercial Banking, Retail Banking (Cash Management Experts), and Deposit Operations to further develop and manage the treasury management function. This will include, but is not limited to, recommending and implementing treasury management products and services, and the generation of new business from existing and prospective clients. The incumbent will be responsible for consulting with clients, understanding their needs, and delivering treasury management and deposit product solutions.

QUALIFICATIONS YOU POSSESS

• Bachelor degree or comparable experience
• Maintain a high degree of discretion and confidentiality
• Skills necessary to work independently within a team setting
• Advanced communication and interpersonal skills
• Have excellent written and verbal communication skills
• Ability to work independently, be detail-oriented and organized

WHAT YOU WILL DO

Business Development:

• Maintain a pipeline of suspects/prospects, of which may be in need of both financing and depository solutions, but will primarily consist of organizations with more sophisticated cash management needs (ie: associations, health care providers, title companies).

• Develop and implement onboarding strategies for new and existing clients to increase share of wallet.

• Join Commercial Bankers on joint calls, especially when establishing a new relationship to determine the cash management solutions that are most relevant.

• Serve as a direct contact for customers regarding issues or changes pertaining to cash management products/services.

• Prepare formal proposals when requested by organizations entertaining LNB for services and should also be equipped to respond to RFPs when appropriate.

• Contribute to the Bank’s overall profitability and growth by achieving set goals for increased penetration of cash/treasury management products, fee income, and new deposit growth.

Product Development:

• Gather market data on products and services being offered by other FI’s and non-FI’s which are utilized by customers and prospects. Will understand and articulate any gaps in offerings, provide a cost/benefit analysis and provide a potential road map for implementing any new products/services.

• Serve as the main contact for LNB Commercial Bankers regarding customer needs that are not currently being addressed and will help prioritize what action should be taken, if any.

Internal Resource Development:

• Serve as a point of contact for Retail Cash Management Experts as they evaluate treasury management needs of their own prospects (ie: reviewing analysis statements from the customer’s legacy bank) and to help them formulate presentations or sales objectives for calls.

• Serve as a resource for preparing annual reviews, helping identify the current structure of a customer’s accounts and services and helping to make suggestions for changes/additions to expand LNB’s existing relationships.

• Coordinate with Marketing to develop needed collateral material (i.e. sales materials, customer instruction guides, educational content)

• Provide leadership to select staff in both an individual coaching scenario and in meetings to:
  • Share current market trends and re-occurring customer needs/concerns
  • Share specific interactions with clients to educate on how issues were addressed for use in future interactions (ie: situation where Positive Pay seemed like an additional burden but proved to be beneficial, how when converting a health provider to LNB the CME addressed the insurance reimbursement ACH transition, how an apartment management company was able to utilize remote deposit to eliminate paperwork).

Top Priority: 35% - Identify and self-source new Treasury Management business. This would primarily be in the KC Metro area.

Priority #2: 35% - Meet with existing clients/prospects referred by existing LNB Commercial Bankers. Fulfill as a product specialist in those conversations and in the identification of pains. Serve as the implementation lead of those Treasury Management services to those clients/prospects. Implementation of services would be highly concentrated (but not limited too) the KC Metro area.

Priority #3: 20% - Ownership of existing Treasury Management service portfolio and vendor relationships, as well as product development of future Treasury Management services. Component includes leading the company from a product knowledge standpoint and executing staff trainings to educate bank staff of basic product offers.

Priority #4: 10% - Develop and lead marketing campaigns and efforts related to new Treasury Management Services roll-out at Landmark. (Data Processing, Lockbox, etc)

• Manage your professional improvement through the utilization of the Quarterly Job Progress Plan and consistently meet Minimum, Target and Optimum levels of performance.
• Engage in and initiate Landmark National Bank Culture initiatives and team success activities, including Daily Huddles, Weekly Rally Meetings, and Hoopla events.
• Adhere to bank policies and procedures. 
• Perform other duties and projects as assigned.

Qualifications

PHYSICAL DEMANDS

• The physical demands listed below are a requirement to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
• While performing the duties of this job the employee is frequently required to sit or stand for long periods of time, speak, and listen; use hands to touch and grasp objects; and to reach with hands and arms. The employee is occasionally required to walk. Visual ability to view a computer screen for long periods of time is required. Local/regional travel is required.
• The employee must occasionally lift and/or move up to 25 pounds.

BENEFITS WE OFFER YOU

• Group health, dental, and vision insurance options
• Health savings accounts (HSA) and Flexible spending accounts (FSA)
• Fully paid Life Insurance and Long-term disability
• 401k options with 401k Matching and Profit Sharing Retirement Plan
• Paid Time Off (PTO) program in addition to 11 paid holidays
• Discount on various bank services
• Employee Referrals
• Wellness Reimbursements
• 529 College Savings Plan Payroll Deduction

A credit and background check is a final part of the hiring process.

Landmark National Bank is an EEO/AA/ADA/Veteran employer.