Treasury Management Relationship Manager II

Company: First Mid Bank & Trust
Location: Jefferson City
Posted on: June 22, 2022

Job Description:

Responsible for calling on, developing, and maintaining Commercial deposits and Treasury/Cash Management customer relationships. Responsible for providing a high quality of customer service along with increasing sales/solution activities to potential and existing business customers. Must have a broad knowledge of treasury management concepts and services and experience dealing with commercial customers in lending and/or cash and treasury management. Must have a deep knowledge of commercial DDA account analysis and related services, including RDC, ACH, and other electronic services. May involve direct contact with high net worth retail banking customers and delivery of retail services and products. Proactively work with and refer to other bank departments such as commercial/residential lending, retail bankers, insurance, and trust and wealth management to create opportunities that support revenue growth and business development efforts.Responsibilities include, but are not limited to:

• Responsible for representing the Bank to the customer in a courteous, professional manner and providing prompt, efficient, and accurate service.
• Call on customers and prospective customers to promote new and additional business for the Bank.
• Sell commercial bank services to customers and prospective customers; duties include explaining various accounts and marketing specific products such as credit cards, internet banking, merchant services, remote deposit, payment processing, and all other treasury management services.
• Cross-sell other bank products including lending, insurance, and trust and wealth management.
• Provides appropriate advice, counseling, and solutions to customer inquiries and problems. Works with other managers, departments, and staff as needed to proactively meet customer needs in a responsive and efficient manner.
• Represents the Bank and provides leadership in key community activities and committees.
• Participates in professional associations, and attends conventions, conferences, and seminars.
• Performs related duties as assigned, which may include acting in a sales management capacity (either producing or non-producing) coaching or managing other relationship managers and sales staff.
  QualificationsEducation/Experience:
  • Bachelor's degree required or the equivalent of 5+ years of experience in sales and service in the financial industry.
  • CTP designation preferred or the desire to actively work towards earning the accreditation.
  • Experience with overall bank management is necessary.Skills:
    • Thorough knowledge of bank products and services, bank credit and liability management, strong knowledge of business finance concepts, ability to read and understand company financial statements; possess strong mathematical skills and superior knowledge of Excel spreadsheets.
    • Ability to analyze bank and account analysis statements and prepare written proposals.
    • Thorough knowledge of Microsoft Office software including Outlook, PowerPoint, Excel, and Word; ability to leverage software to create presentations and solutions for internal and external customers.
    • Adequate knowledge of both internal policies and procedures and the respective state and federal laws and regulations governing departmental functions to ensure the performance of individual job duties within the proper control environment
    • High level of interpersonal skills to interact with customers & potential customers in a professional manner.
    • Travel required.Compensation & BenefitsCompensation:
      • Based upon candidate experience.Benefits:
        • Visit our Total Rewards page to see our full list of benefits.First Mid Bancshares, Inc. is an Equal Opportunity/Affirmative Action employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability, gender identity, sexual orientation, protected veteran status, or any other applicable federal or state-protected classification.THIS JOB DESCRIPTION DOES NOT CONSTITUTE A CONTRACT FOR EMPLOYMENTLP123#LI-POST

Keywords: First Mid Bank & Trust, Jefferson City , Treasury Management Relationship Manager II, Executive , Jefferson City, Missouri