What are the responsibilities and job description for the TREASURY MNGT I position at Pinnacle Bank/Bank of Colorado?
Description
GENERAL SUMMARY:
Responsible for cash management, commercial services, and merchant card operations.
Assists with the development and selection of treasury management products and services. Assists branch personnel in new client marketing.
RESPONSIBILITIES AND DUTIES:
- Manages merchant portfolio, merchant set-ups, and merchant application pricing. Coordinates with 2nd party merchant service provider. Oversees growth and success.
- Markets and coordinates treasury management products as defined by Officer and Executive Management.
- Assists with the research, development, and implementation of treasury management products and services.
- Assists commercial loan officers with new client prospects.
- Travels between branches and to meet customers.
- Performs other duties as assigned by management.
- Regular and reliable attendance.
KNOWLEDGE, SKILLS, AND ABILITIES:
- Knowledge of bank products, policies, and procedures.
- Knowledge of treasury management products, merchant services processes and services.
- Knowledge of sales and marketing practices and principles.
- Knowledge of management policies and procedures.
- Skills in strong customer relations.
- Skill in operating computer terminal.
- Skill in decision-making and problem solving.
- Ability to communicate effectively with management, customers, and coworkers.
- Ability to work as a team player.
- Ability to work with accuracy and maintain a high level of confidentiality.
EDUCATION AND EXPERIENCE:
- High School diploma or equivalent with previous banking experience.
- Three to five years of bank experience related to commercial relationships and management.
PHYSICAL REQUIREMENTS:
Seeing: 75-100%
Must be able to read reports, see computer screen, visit customer sites
Hearing: 75-100%
Must be able to communicate with co-workers
Standing/Walking: 25-49%
Must be able to visit customer sites.
Climbing/Stooping/Kneeling: 0-24%
Set up customer sites on merchant card.
Climbing/Stooping/Kneeling: 0-24%
Set up customer sites on merchant card.
Lifting/Pulling/Pushing: 25-49%
Fingering/Grasping/Feeling: 75-100%
Must be able to use computer, write separate reports
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.
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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:
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:
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].
