Senior Treasury Solutions Advisor

Position Purpose:

• This role exists to ensure the development and growth of the Bank's deposit business through the implementation and service of treasury management products with commercial customers/prospects; with an emphasis on sale of new commercial treasury/deposit services within the Bank's footprint in Georgia & South Carolina.

Primary Responsibilities:

• Manages all elements of the treasury management sales cycle including business development, creates and delivers sales presentations, product demonstration, and close of sale
• Partner with business bankers by consulting on sales opportunities in the assigned region with a focus on those customers with extensive and complex treasury and deposit needs
• Increases the bank's profitability by expanding the use of treasury management services among existing business customers and prospects
• Develop appropriate metrics to monitor performance and profit contribution of treasury management services within assigned region
• Services new and existing accounts, monitors customer relationships to ensure proper servicing of accounts and to identify growth opportunities
• Research key competitor treasury product/service offerings in target markets, including product features, pricing, and competitive advantages/disadvantages and make recommendations to Director – Treasury Management.
• Assist Chief Brand Officer & Director – Treasury Management with monitoring annual/quarterly fee income and new treasury sales within assigned region
• Work closely with retail and operations teams to onboard new client accounts, merchant service, and commercial card referrals
• Assist with implementation of new treasury products/services
• Provide feedback to external vendors regarding customer-facing issues/concerns
• Perform other duties as assigned by Management

Authority, Impact, Risk:

• Wire Signing Authority, ACH, RDC, & Online Wires Signing Authority
• Ensures appropriate due diligence is exercised in new account opening, credit applications, wire transfers, maintenance of files, credit bureau reporting and other processes
• Exercises good judgment that balances risk to shareholders and customer experience when making decisions

Key Relationships:

• Close partnership with Chief Brand Officer, Director – Treasury Management, Senior Treasury Management Associate, Treasury Management Associate, Treasury Operations Manager, and Treasury Operations Specialist, and Treasury Admin Support Specialist
• Close partnership with Chief Banking Officer, Market President – Atlanta & South Carolina, Market Executive – Midlands, Market Executive - Greenville
• Close partnership with Chief Operating Officer and Executive Managing Directors
• Routine interaction with department heads across Retail, Lending, Operations, IT, Risk, Sales, and Compliance to include branch personnel
• Regulatory examiners as appropriate and directed by Senior Management

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Managerial Accountability:

·         No supervisory responsibilities

Working Conditions:

• Ability to work under tight deadlines
• Excellent communication skills
• Detail oriented
• Excellent time management skills
• Ability to multitask
• Ability to interact positively with a variety of individuals
• Moderate travel including overnight
• May often be required to work outside of regular branch banking hours and more than 40-hours per week

Time Allocation:

• Onboarding New Business Clients…..65%
• Service Existing Clients…..20%
• Collaborate with Ops and Retail…..10%
• Provide Product Training & Development…..5%

Job Specifications:

Position adheres to confidentiality policy, code of ethics and knowledge of Bank Secrecy Act and best practices and other pertinent Regulatory laws and regulations.

Required:

• College degree in business, finance, or related area, or
• 10 years progressive banking/treasury experience
• Sales/Marketing experience
• Excellent written & verbal communication
• Working knowledge of Microsoft Office
• Multitask, organize, and prioritize
• Public Relations skills     

Preferred:

•         JHA product knowledge
•         Strong knowledge of depository/treasury management products

Risk Management Requirements:

Understands and adheres to Workplace Policies, Code of Conduct, privacy, and information security guidelines. Understands and adheres to Anti-Money Laundering, Bank Secrecy Act, and Compliance with the USA PATRIOT Act policies and procedures applicable to position, completing any supporting requirements within defined timeframes. Acts within authorized limits and delegated authorities and role applicable policies and procedures. Follows processes and controls to protect shareholder interests. Mitigates risk to the bank and customers by following all applicable security procedures.

Equal Opportunity Employer including Veterans/Disabilities