Treasury Management Sales Officer

Summary: This position is responsible for developing new Treasury management & payment solutions for clients with moderately to complex companies. Usually assigned to small to mid-sized territories.

Salary Range: The salary range budgeted for this position is $101,800/yr to $150,700/yr and represents the Company's good faith minimum and maximum range for this role at the time of posting. The compensation offered to a candidate may vary depending on several factors, including a candidate's qualifications, skills, competencies, experience, and location.

The Company also offers various benefits, including medical, dental, vision, and a 401(K) match. Other rewards may include annual performance-based bonuses and wellness days.

Applicants must have current work authorization when accepting a First Foundation Inc. position. Currently, we cannot sponsor or take over the sponsorship of an Employment Visa.

Duties And Responsibilities

• Employee is responsible for adherence to all compliance programs and the completion of all required and assigned training by established due dates
• Employee is responsible for understanding their duties and responsibilities as it relates to the Bank Secrecy Act, (“BSA”), Anti-Money Laundering Act (“AML”) and Office of Foreign Assets Control Regulations (“OFAC”). This includes understanding any responsibilities outlined under the Bank’s BSA/ OFAC Program, participating in any required training and promptly complying with all reporting requirements
• Understands and complies with the requirements of all laws and regulations applicable to the position.
• Analyze company cash operations. Develop, propose, and professionally presents comprehensive Treasury Management solutions based on client needs and objectives
• Work with line account officers (Banking Offices, Commercial Bankers, Relationship Bankers, and Specialty Deposit Relationship Manager Personnel) or individually develops prospects for the sale of Treasury Management services such as online banking, remote deposit capture, payee positive pay, ACH positive pay, lockbox, and merchant services, credit cards, etc.
• Consult with prospects and clients to identify needs and recommend Treasury Management services to meet those needs. Prepare proposals including pricing
• Recommend improvements in existing products or product mix to meet competitive products
• Sell to and maintain contact with major accounts within the jurisdiction
• Keep informed of current activities in the Treasury Management field including new products and other general information about clients
• Serve as liaison between current and potential clients and the bank to resolve questions regarding products/services
• Educate line account officers in assigned territory in the knowledge and use of Treasury Management services. Assist with pre-qualifying prospects with Treasury Management needs
• Maintain detailed records related to sales activities (pipeline). Submit reports on sales and calling. Collect information for quotations from other departments as appropriate
• Responsible for adherence to all compliance programs, including but not limited to, completion of all required and assigned training modules by establishing due dates
• Compose letters/memos and coordinate meetings
• Perform other duties as assigned
  
  

Qualifications: To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may enable individuals with disabilities to perform essential functions.

Education And/or Experience

• Bachelor’s degree or combination of education and related experience
• A minimum of 5 to 7 years of related experience required
  
  

Knowledge And Skills

• Effective written and verbal communication
• General knowledge of Treasury Management, general banking services and products, bank operations, and service knowledge required
• Must possess strong sales capabilities
• Ability to analyze and research information
  
  

Physical Demands: 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 accommodations may enable individuals with disabilities to perform essential functions.

While performing the duties of this job, the employee is regularly required to sit for long periods of time; use hands to operate controls on the computer; reach with hands and arms for phone and computer work; to communicate on the phone while wearing a headset for extended periods. The employee must occasionally lift and/or move up to 10 pounds. Specific vision abilities required by this job include close vision, distance vision, color vision, peripheral vision, and the ability to adjust focus. This job description is subject to change at any time.

First Foundation is an equal opportunity employer, and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, protected veteran status, status as a qualified individual with a disability, sexual orientation, gender identity, or any other characteristic protected by law.