Treasury Management Officer- Owensboro, KY

Treasury Management Officer At Independence Bank, we believe great banking starts with even better people. Each employee deserves a place where they can grow, have fun and feel valued. We’ve grown to become one of Kentucky’s largest banks, but we’ve never lost our community bank spirit along the way. Here, you’ll find a culture that promotes authenticity and having fun each day you come to work.

We dress up for Halloween, celebrate holidays, surprise our employees with gifts or trips and find plenty of ways to celebrate together. We call our commitment to our communities “Local Love,” and we live it by investing our time, energy and more than $1 million each year back into the people and places we call home. There’s a reason we’ve been named a Best Place to Work in Kentucky more than 18 times.

We’re proud of how far we’ve come, and we’re even more excited about where we’re going. If you’re looking for a place where you can do meaningful work, be part of a skilled team and actually enjoy the people you work with, we want to hear from you! *Position is not eligible for remote work. Treasury Management Officer Job Summary The Treasury Management Officer will be responsible for effectively selling the Bank’s depository and treasury management services to existing and prospective clients.

This position will solidify customer retention efforts by providing superior level relationship management and customer service. Essential Functions, Duties and Responsibilities include, but are not limited to: Manages business development, client retention, deposit growth, portfolio quality, fee income, referrals, client satisfaction, and knowledge of comprehensive treasury management solutions Calls on new and existing commercial clients to develop and sell treasury management products and services; reviews assigned client base and identifies deposit and treasury management services and product opportunities based on customer needs.

Works closely with other sales officers to identify all sources of new deposits and acquire the full relationship to meet monthly/quarterly deposit goals while maintaining profitability Identify referral opportunities to other lines of business including consumer and commercial loans, personal accounts and wealth management Conducts annual treasury management reviews for top tier commercial clients Maintains up to date knowledge of treasury management sales programs, products and services, as well as applicable federal and state regulatory and compliance requirements Partners with commercial lenders in pre-proposal discussions to fully understand client needs and determine preferred solutions Provides an exceptional level of quality service for internal and external customers Demonstrates excellent sales and business development skills Educates customers on the features, benefits, and value related to each service Completes necessary documentation, implementation on bank systems, and customer setup of treasury management products and services Partners with the treasury management support team to ensure a smooth customer transition Analyzes bank statements and prepares proposals.

Responds to Request for Proposals (RFPs) Negotiates pricing to optimize profitability of product and service solutions Works closely with treasury management support team to troubleshoot treasury management product issues Assists with annual Remote Deposit Capture audits This job description is only a summary of the typical functions of the job, not an exhaustive comprehensive list of all possible job responsibilities, tasks, and duties.

The employee will be required to follow any other instructions and to perform any other duties required by his or her supervisor. Therefore, the responsibilities, tasks, and duties of the jobholder might differ from those outlined above and other duties, as assigned, might be part of the job. Education, Experience and Qualifications Education Required/Preferred Education Level Description Required Bachelors Degree Degree in business, finance, or related field required Years of Experience Minimum Comments 3 A minimum of three (3) years of proven sales experience, financial sales and/or treasury management preferred License / Certification Required/Preferred License / Certification Description Additional Qualifications Computer competency required; experience with Microsoft Word, Excel, and PowerPoint preferred Core Competencies Strong customer service skills Oral and written communication skills Detail oriented Analytical thinking and judgment skills Ability to work as a part of a team Ability to multi-task Presentation skills Working Conditions Indoors, environmentally controlled with usual office working conditions.

The noise level in the work environment is typical of most office environments with telephones, personal interruptions, and background noises. Occasional travel with outdoor, uncontrolled conditions, including rain, sleet, snow, ice, extreme heat or cold temperatures. Travel Requirements Requirement Frequency Occasional travel to meet with clients Occasionally Travel Requirements Requirement Frequency Travel to visit market locations Occasionally Physical Requirements Sedentary work.

Sedentary work involves lifting no more than 10 pounds at a time and occasionally lifting or carrying articles like docket files, ledgers, and small tools. Although a sedentary job is defined as one which involves sitting, a certain amount of walking and standing is often necessary in carrying out job duties. Jobs are sedentary if walking and standing are required occasionally and other sedentary criteria are met.