Treasury Management Sales Specialist

                                                                                TREASURY MANAGEMENT SPECIALIST, AVP
DEPARTMENT: Business Development

REPORTS TO: SVP, Chief Business Development Officer
SUPERVISES: None

FLSA STATUS: Exempt STATUS: Full time
LOCATION: Evansville Region
HOURS: Monday through Friday 8 am – 5 pm *Over-time may be required if business and staffing needs dictate.

First Federal was established on Evansville, Indiana’s Westside in 1904 and is a community bank currently serving communities in the tri-state area with several branch locations in Posey, Vanderburgh, Henderson, Warrick, Daviess and Pike Counties.

Full-time employees of First Federal are offered a comprehensive benefit package including Paid Time Off, up to 11 paid Holidays, 401k, ESOP, company paid Disability and Life insurance and Health and Wellness Options including Medical, Dental, Vision, Life and Supplemental Insurance. Our Part-time employees are eligible for up to 11 paid Holidays and can choose to enroll in Dental, Vision and Supplemental Insurance, and participate in clinic healthcare services.

Aside from that, all employees can expect to receive discounted bank services such as free checks, discounts on loans, waived processing fees and much more.

Diversity and Inclusion

First Federal is committed to creating an inclusive work environment where business results are achieved through the skills, abilities and talents of our diverse workforce.

At First Federal, individuals are respected for their contributions toward our company objectives. We strive for an inclusive work environment across all levels that is reflective of the available workforce in the communities we serve

POSITION SUMMARY: The Treasury Management Specialist, AVP is responsible for supporting and servicing Treasury Management relationships and the overall functions of the Treasury Management area. This position will be responsible for sales prospecting and the opening and maintenance of Treasury Management accounts, assisting the Treasury Management team in day-to-day workflow, and being an integral part of Treasury Management’s growth objectives. This position will be actively involved in the daily service of banking clients and provide exceptional customer service. Incumbent responsible for being knowledgeable about all BSA-related functions.

EDUCATION & EXPERIENCE:
•High school diploma or equivalent
•Associate’s degree in business-related field preferred, but not required
•Minimum 2 years Treasury Management experience
•Prior experience in a sales-focused environment
•Knowledge of banking products and services

ESSENTIAL DUTIES AND RESPONSIBITIES:
•Responsible for prospecting for new business
•Responsible for achieving sales goals and delivering exceptional and timely client service
•Uncover opportunities to cross-sell First Federal’s products and services
•Responsible for the overall support of Treasury Management clients, products, and services
•Become knowledgeable of First Federal’s Treasury Management products and services
•Partner with Deposit Operations, Commercial Lending, Retail Banking, and other First Federal colleagues
•Attend client and prospect meetings as necessary
•Assist clients in the on-boarding process
•Train clients on Treasury Management products and services as necessary
•Prepare and complete documentation
•File documentation into the bank’s document repository
•Account service and maintenance
•All other duties as assigned

KNOWLEDGE, SKILLS, AND ABILITIES:
•Good interpersonal communication skills
•Good computer skills (including Microsoft Excel, Word, Access, and Salesforce)
•Must be able to multi-task
•Must have strong time management skills and the ability to prioritize
•General knowledge of banking products and services

COMPETENCIES NECESSARY TO BE SUCCESSFUL IN THIS POSITION:
•Customer Focus (internal and/or external): Always acts with the customer in mind. Dedicated to meeting the customer’s needs and expectations. Works with the customer to understand and uncover their issues and/or needs.
Interacts with customers in a courteous,
professional, and knowledgeable manner. Gains customer’s trust and respect by establishing and maintaining relationships. Conduct all company transactions and interactions in an honest, professional, and ethical manner. Remains composed and does not become defensive or show irritation when confronted with disgruntled customers. Cultivates a client-driven attitude.

•Job Knowledge: Understanding and proven experience of Treasury Management products and services. Ability to make sound decisions drawing on Treasury Management knowledge and experience. Capable of analyzing and resolving customer or work-related issues. Perceived by customers and co-workers as a skilled problem solver, knowledgeable, and a valuable business resource. Mentors others on how to exhibit functional knowledge and skills. Initiative exhibited with growing own knowledge, skills, and leadership. Understanding of current bank technology and initiative in learning new bank technology.

•Accountability: Understands objectives, priorities, and critical performance measures required to meet customer and company goals. Stays abreast of own performance and manages performance to achieve expected results. Keeps management informed of progress, issues, and potential roadblocks in reaching goals. Actively seeks out feedback on own performance from customers, peers, and company management to identify and address areas of individual weakness that may affect department and company performance.

•Decision Quality: Demonstrates good judgement. Makes timely, effective decisions without avoidance. Makes use of analysis, wisdom, experience, and judgement. Has a history of good sound decisions. Can cope with change and shift gears comfortably. Does not become agitated when aspects of a situation are unclear and need to be researched further or looked to another for direction.

•Integrity: Widely trusted as a direct, honest person who can present the truth in an appropriate and helpful manner. Keeps confidences and owns up to mistakes. Consistently act with a high degree of professionalism and ethics. Keep commitments. Conveys credibility, trustworthiness, and good judgment when making suggestions. Genuinely concerned for people, treating everyone with dignity and respect. Always a professional, representing the company in the best possible manner in speech, dress, and conduct.

•Initiative: Demonstrates initiative by looking for and suggesting solutions to problems without coaxing. A self-starter continually looking for ways to prospect for new business. Proactively involves appropriate individuals to resolve issues in a timely manner. Ability to work with minimum supervision or direction. Willingness to seek out and take responsibility for additional work assignments. Resist getting stale; committed to personal and professional development; self-directed in pursuit of resources that assist continuous learning. Supports innovation and organizational improvement initiatives. Works to implement organizational change. Acts as a champion for change by encouraging peers to embrace change initiative.

•Quality/Quantity of Work: Manages priorities and spends time on the most critical issues a hand. Eliminates roadblocks and distractions; remains focused. Adapts priorities to changing circumstances. Produces acceptable amount of work within established time limits. Maintains a high quality of work as quantity increases. No unnecessary, repetitious, and/or unacceptable levels of errors with work. Produces and maintains required, compliant, and accurate work. Is thorough in review of their work. Looks for ways to continually improve productivity. Adjust workflows and prioritize tasks. Is resourceful in resolving issues.

•Adherence to Policies & Procedures: Demonstrates positive commitment to company’s goals, initiatives, policies and procedures through communication and actions. Compliant with maintaining customers, company, and employee's confidential information. Uses good judgement in seeking guidance on a company policy or procedure. Honesty and integrity in managing all company, customer, and employee related issues.

•Interpersonal Relationship: Ability to communicate clearly, accurately, concisely, and compelling to diverse personalities, on all levels, in both verbal and written communication. Ability to adapt communication methods based on situations and personalities. Ability to present to customers, co-workers and management with poise, authority, and clarity and to respond appropriately to questions, objections, or challenges. Strives to understand others’ issues, opinions, and needs. Works to establish lasting professional relationships and earn the respect and trust of customers, co-workers, and management. Meets commitments and follows through as expected. Resolve conflicts with others in a respectful, responsible, and constructive manner. Share thoughts, feelings, and rationale so that others understand your position. Remains composed and does not become defensive and/or irritated when confronted with adversity. Is receptive to and implements suggestions for improvement. Demonstration of commitment to the directive of the organization by actively and positively supporting management decisions.

ADA REQUIREMENTS: Work is performed in an office setting; Sitting for extended periods of time; May be required to lift items weighing up to 25-lbs. Reasonable accommodation may be made to enable qualified individuals with disabilities to perform the essential functions.

EQUAL EMPLOYMENT OPPORTUNITY POLICY: First Federal Savings Bank is proud to be an Equal Employment Opportunity and Affirmative Action employer. We are committed to providing equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws. This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation, and training.

* This job description may not be all-inclusive. Employees are expected to perform other duties as assigned or directed by management. Job descriptions will be reviewed and may be modified when deemed appropriate by management. As business needs and staffing needs change, all positions at First Federal Savings Bank/Home Building Savings Bank are reviewed. Employee may be moved for business purposes to sustain business and staffing demands.