What are the responsibilities and job description for the Treasury Management Business Development Officer position at Wings Credit Union?
PRIMARY PURPOSE:
The Treasury Management Business Development Officer is responsible for the growth of business deposit balances and treasury management revenue through joint calling with internal business partners, community networking, and independent outreach as well as through the retention and expansion of existing relationships.
ESSENTIAL FUNCTIONS:
- Source new opportunities using strong networking and business development skills focused on growing business deposit balances and treasury management revenue.
- Participate in joint-calling efforts with internal business partners to support their business development efforts and provide a member experience focused on the entire relationship.
- Proactively manage a portfolio of treasury management members; perform annual relationship review meetings; uncover and refer additional business as required.
- With a sense of urgency, create and deliver professional business presentations and recommend solutions based on member need.
- Develop solid, collaboratively focused relationships with internal support teams to deliver an outstanding member experience.
- Perform setup and maintenance of business deposit accounts and treasury management products and services, including account analysis, as necessary.
- Ensure ACH originator compliance with NACHA rules and regulations.
- Stay abreast of industry and treasury management trends to ensure a high level of expertise and competitive knowledge.
- Stay abreast of NACHA, compliance and regulatory security requirements.
- Assist management with research and development of additional market strategies.
- Assist management in the development of new services, modification of existing services.
- Assist with annual ACH and other regulatory audits.
- Achieve or exceed all assigned sales and revenue goals.
- Additional duties as assigned.
EDUCATION and EXPERIENCE:
- Minimum of five (5) years treasury management sales experience with a proven history of sourcing new relationships through joint and individual calling and networking.
- Experience with Fiserv Premier preferred.
- Track record of achieving or exceeding all assigned sales goals.
- Self-motivated with strong sales and business development skills.
- Comprehensive knowledge in all areas of treasury management solutions and operations.
- Strong proactive relationship management skills.
- Demonstrated analytical, prioritization, organizational, presentation and communication skills.
- Work collaboratively to contribute to a positive work environment.
- Ability to work with limited supervision, manage time, and multitask.
- Working knowledge of computer software (Microsoft Excel; Word; PowerPoint; Outlook)
- Bondable.
Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
Pay Range: $90-$120k plus 15% annual target bonus. The estimated hiring range is the budgeted amount for this position. Final offers are based on various factors, including skill set, experience, location, qualifications and other job-related reasons.
Salary : $90,000 - $120,000
