Demo

Treasury Management Officer

Pinnacle Bank/Bank of Colorado
Greeley, CO Full Time
POSTED ON 4/5/2025
AVAILABLE BEFORE 5/19/2025

Description


GENERAL SUMMARY:
Responsible for the development, support, and sales of treasury management products and services for corporate and retail customers. Assists branch personnel in new client marketing. May supervise treasury management assistant.
RESPONSIBILITIES AND DUTIES:
  • Manages merchant portfolio, merchant set-ups, and merchant application pricing. Overseess growth and success.
  • Markets and coordinates treasury management products as defined by Executive Management.
  • Assists with the research, development, and implementation of treasury management products and services.
  • Assists commercial loan officers with new client prospects.
  • Responsible for department budget, setting goals and objectives.
  • Travels between branches and to meet customers.
  • If applicable, supervise treasury management assistant.
  • Performs other duties as assigned by management.
  • Regular and reliable attendance.
KNOWLEDGE, SKILLS, AND ABILITIES:
  • Knowledge of treasury management products, sales, and compliance.
  • Knowledge of management practices and principles.
  • Knowledge of ITI system, Word, Excel, and treasury management software.
  • Skill in communicating and coordinating activities with management, customers, coworkers, and vendors. Communication must be timely and strong.
  • Ability to develop a strong sales and service-based culture.
  • Ability to research and develop new products and techniques.
  • Ability to travel.
EDUCATION AND EXPERIENCE:
  • High School diploma or equivalent work experience, college degree preferred.
  • Five or more years of bank and cash management experience with sales preferred.
PHYSICAL REQUIREMENTS:
Seeing: 75-100%
Must be able to read reports, see computer screen
Hearing: 75-100%
Must be able to communicate with co-workers and use telephone.
Standing/Walking: 0-24%

Climbing/Stooping/Kneeling: 0-24%

Lifting/Pulling/Pushing: 0-24%

Fingering/Grasping/Feeling: 75-100%
Must be able to use computer, write

PHYSICAL DIMENSIONS:
Light Work: Exerting up to 20 pounds of force occasionally, and/or a negotiable amount of force frequently or constantly to lift, carry or otherwise move objects. Job involves sitting most of the time and walking and standing some of the time.
NOTE: The statements herein are intended to describe the general nature and level or work being performed by employees assigned to this classification. They are not intended to be construed as an exhaustive list of all responsibilities, duties, and skills, required of personnel so classified.


More Details


More Details


About Pinnacle Bank/Bank of Colorado

We take pride in our heritage as a family-owned, community bank. Our commitment to our customers and community is at the forefront of how we do business.

We are a Nebraska-based banking organization founded in 1938 in Palmer, Nebraska. Today, we have branches in Arizona, Colorado, Kansas, Missouri, Nebraska, New Mexico, Texas and Wyoming.

As we grow, our commitment to our customers and community remains as strong as ever. We specialize in building lasting banking relationships with the businesses, farms and families we serve. We also prioritize taking an active role in our communities through charitable giving and volunteering.

At Pinnacle Bank, we are ready to help your company with business checking and savings accounts, commercial loans and lines of credit and treasury management services.

We also offer personal banking services, including accounts, mortgages, personal loans and technology products.

We offer fair and competitive compensation as well as bonus based on an employee's years of service and possible discretionary merit bonuses. Employees also have the opportunity to participate in the Bank incentive programs based on charter/branch guidelines. Other benefits include:
*Paid holidays and paid time off benefits are not applicable for employees that are fully commissioned.

We are an Equal Employment/Affirmative Action employer. We do not discriminate in hiring on the basis of sex, gender identity, sexual orientation, race, color, religious creed, national origin, physical or mental disability, protected Veteran status, or any other characteristic protected by federal, state, or local law. If you need a reasonable accommodation for any part of the employment process, please contact us by email at personnel@pinnbank.com or by phone at 402-697-8666 and let us know the nature of your request and your contact information. Requests for accommodation will be considered on a case-by-case basis. Please note that only inquiries concerning a request for reasonable accommodation will be responded to from this e-mail address. For more information, view the [EEO KNOW YOUR RIGHTS] and [PAY TRANSPARENCY STATEMENT].

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