What are the responsibilities and job description for the Treasury Management Banker position at Brentwood Bank?
Summary of Basic Function:
The Treasury Management Banker is responsible for sales of Treasury Management products and services that meets the needs of our customers. The Treasury Mgmt. Banker must understand their client’s business needs and serve as a trusted advisor for the relationship. The primary focus of this position is growing relationships with current customers, servicing and retaining current customers and acquire a portfolio of potential customers across many lines of business to drive maximum service and long-term retention.
Essential Duties and Responsibilities:
- Be the face of Brentwood Bank, providing internal and external customers with consistent and superior customer service, presenting a professional, friendly, and helpful appearance with every interaction.
- Evaluate needs of prospective and current clients in an effective manner. Prepares written proposals to include required quotes and assessments of client needs.
- Acquire new customers through business development, networking, cold calling, and effective sales techniques.
- Follows up customer sales as appropriate – responsible for cross selling all products and services of the bank to develop whole customer banking relationships.
- Help customers drive their digital access and knowledge by educating them on web and mobile banking features
- Understands and supports sales policies and procedures to provide proper and effective treatment to all customers. Maintain accurate and detailed logs of customer interactions, referral, communications, preferences, complaints, and other information in the COCC CRM.
- Maintains familiarity with laws pertaining to the sale of financial institution products and services.
- Promote internal communications with all Bank departments to ensure quality and consistency in the Bank service offering.
- Represent and promote favorable image and uphold the Bank reputation through involvement in community activities.
- Research trends and technical developments through related publications and training sessions to maintain current knowledge and specifically meet customer requests.
- Performs other duties as assigned.
Knowledge, Skills, Abilities and Requirements:
- Associates degree or equivalent experience required; Bachelor’s Degree preferred
- Five years of sales experience in a bank or financial institution
- Demonstrated superior customer service, sales, and communication skills
- Excellent organizational and time management/prioritization skills
- Ability to effectively ask questions and identify needs to enhance the customer relationship
- Comfortable with using digital technology to support the delivery of business goals
- Ability to problem solve and provide solutions to customer issues
- Self-motivated, confident and ability to multitask effectively
Physical Demands and Work Environment:
- This is a flexible role, and it is expected there will be both remote and office work. The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodation may be made to enable individuals with disabilities to perform the essential functions.
- Work may be performed in an office environment with normal noise levels.
- Involves prolonged sitting and computer usage.
- The position is headquartered in Pittsburgh, Pennsylvania, and incumbent will need to live within a commutable distance.
Benefits
At Brentwood Bank, we know that great people make a great organization. We value our people and offer our employees a broad range of benefits to support wellness for individuals and families.
Our People and Culture
Brentwood Bank is committed to a diverse, equitable, and inclusive culture that empowers our people contribute their unique ideas and perspectives to make a difference. Brentwood Bank creates a strong relationship within the communities we serve and will continue to contribute our time, talent, and financial support to improve the areas where we live and work. Here, you will work alongside company leaders and industry pioneers who have proven experience and are committed to continuous innovation. Employees feel valued in all aspects of their lives, including both their professional and personal aspirations. We are looking to hire the best and brightest to help use continue to evolve and drive superior services.
Professional Development
From entry-level employees to senior leaders, we believe there is always room to learn. We offer opportunities to build new skills, take on leadership opportunities, and grow connect through mentorship. From on-the-job training to formal development programs, our professionals have a variety of opportunities to continue to grow throughout their career.
Brentwood Bank is an EOE AA M/F/Vet/Disability Employer
