Commercial Banking Treasury Management Officer - Denver

Job Details

Description

General Purpose

The Commercial Banking Treasury Management Officer sets relationship strategies and directs relationship management activities with new and/or existing clients in a book of business to grow sales, revenue and market share within bank’s culture and desired sales strategy. Officer level will be determined based on experience.

Essential Duties/Responsibilities

Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

• Regular and reliable on-site attendance is required as an essential function of this position.
• Drives sales strategy to acquire and/or expand and retain client relationships to deepen share of wallet by building solid, profitable relationships as a trusted financial advisor with clients/prospects characterized by mutual respect, understanding and trust.
• Demonstrates a proven track record of acquiring new clients and driving business growth.
• Typically works with clients with advanced levels of risk and complexity of needs.
• Evaluates the overall resources and capabilities of the client/prospect’s business, considering current industry dynamics, financial and operational strategy, economic conditions, and market trends and prioritizes client/prospect opportunities.
• Leverages relationships to proactively generate new business in desired areas of growth; utilizes existing client/prospect base and network of clients/prospects referral sources and means of improving client acquisition and retention.
• Manages risk/return and drives quality for new and/or existing clients.
• Actively identifies and mitigates different types of risk, such as regulatory, reputational operational and credit risks.
• Fosters and maintains cohesive partnerships and working relationships with all lines of business and leadership within the Bank to build a trusted productive sales and service process.
• Utilizes reporting and sales tools proactively identify and convert sales opportunities.
• Maintains ongoing contact with clients to be kept current on significant changes in financial condition or operations while informing leadership team of products, practices, pricing, and changes impacting local markets.
• Represents the Bank in the local community through proactive participation in community, charitable, business, and social activities to allow for maximum client and customer contact.
• Keeps abreast of industry changes and seeks educational opportunities to enhance skillset.
• Builds comprehensive solutions for customers by aligning the right subject matter experts to look at full banking relationship.
• Performs other duties as assigned.
  
  

Employees are held accountable for all duties of this job.

Job Qualifications

Knowledge, Skills, and Ability:

• Demonstrates high moral and ethical standards.
• Self-starter with a desire to grow a portfolio of business.
• Works independently, as part of a team and may mentor other team members.
• Demonstrates ability to manage prospect pipeline, maintain client relationships, and handle referrals from multiple stakeholder groups within the bank.
• High level of product knowledge including but not limited to ACH, wire, online, credit cards, lockbox, accounts payable and receivables.
• Customer-centric mindset, with the ability to translate customer issues/needs into profitable business solutions.
• Networking and relationship building skills, with demonstrated expertise and success in business development and sales processes and strategies.
• Strong problem solving and decision-making skills, with demonstrated ability to quickly focus on key issues, make decisions under pressure of time constraints and translate business development challenges into opportunities.
• Strong planning, organizational, time management and follow up skills, demonstrating a sense of urgency and ability to prioritize timely and efficiently.
• Ability to train and/or connect customer to resources to set customer up for successful product onboarding and on-going support.
• Ability to travel to meet with clients or visit other Alpine Bank locations.
• Outstanding oral and written communication skills.
• Proficient PC experience using MS Office products (Word, Excel, Outlook) and retrieval of data; working knowledge of automated financial systems, with the ability to learn and adapt to new technologies quickly.
• Capability to oversee extensive portfolio and shift priorities as needed.
  
  

Education Or Formal Training

• Bachelor’s Degree in Accounting, Finance, Business, Management, or closely related field is required.
• Possession of, or ability to obtain, a valid State of Colorado Driver’s License is required.
  
  

Experience

• 10 years as a Commercial Banking Specialist/TM Officer or similar position requiring strong business knowledge and customer contact experience required.
• Sales and service experience from previous employment can be substituted for Alpine Bank experience.
• CTP certification preferred.
  
  

Working Conditions

Working Environment

This job operates in a professional office environment. This role routinely uses standard office equipment such as computers, phones, and photocopiers. Travel to conferences, meetings and branch locations on a regular basis is necessary.

Physical Activities

These are representative of those which must be met to successfully perform the essential functions of this job.

While performing the duties of this job, the employee is regularly required to talk or hear. This is largely a sedentary role. Specific vision abilities required by this job include close vision, distance vision, color vision, and ability to adjust focus. Employee also may have to lift up to 25 pounds.

Note: This job description is not intended to be an exhaustive list of all duties, responsibilities, or qualifications associated with the job.

Starting Rate of Pay is from $65,000 to $120,000 per year, depending on experience. Actual pay and Officer level will be commensurate with experience.

For an overview of our employee benefits please visit: Alpine Bank Careers Page

Position anticipated to close February 28, 2025, or when filled.