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Treasury Management Sales Officer

MSCCN - Cedar Rapids, IA

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Job Description

3610 Williams Boulevard Southwest, Cedar Rapids, IA, USA Full-Time SCHEDULE: Full-time; Monday through Friday plus some evenings and weekends. LOCATION: 3610 Williams Blvd SW, Cedar Rapids, IA 52404 BENEFITS: Our employees are our most valuable assets, so we invest in them with a comprehensive and competitive benefits package. Our philosophy of taking care of the customer extends to taking care of our employees so that they, in turn, can take good care of themselves and their families. Join Hills Bank and let us surprise you with even more perks SCOPE: The Treasury Management Sales Officer serves as a relationship manager with key Treasury Management customers and performs independently with little direction. This position is responsible for actively soliciting and developing new business banking relationships that utilize Treasury Management products and services. Provides leadership and develops Treasury Management strategy to increase market penetration and maximize revenue. This position requires a solid working knowledge of subject matter related to Treasury Management (compliance, processes, and procedures), and sales related knowledge needed to successfully deliver Treasury Management services and perform the following duties. ACCOUNTABILITIES: Treasury Management Portfolio Origination/ Management: + Work with the Treasury Management Relationship Manager to originate deposit accounts for new customers. + Maintain and exceed growth and profitability goals within bank policy, as established for the position. + Enhance profitability of all assigned relationships. + Lead and coordinate RFP requests for Treasury Management businesses and public funds/ municipalities to obtain new relationships. + Independently initiate and lead Relationship Reviews for key customers. + Provide knowledge and guidance with risks associated with Treasury Management products and services both to the bank and to the customer. + Analyze financial information and collaborate with customers to manage and monitor appropriate product risk based exposure limits. + Attend the needs of customers seeking deposits and other financial services. Provide prompt and courteous response to customer inquiries. + Must ensure proper account documentation and all requisite agreements execution for Treasury Management Services. New Business Development: + Analyze potential markets/segments to find opportunities for revenue growth through successful prospecting and sourcing of new Treasury Management deposits and products. + Increase deposits through prospecting and retention of key customers. + Cross sell and promote Treasury Management, fee based, services to customers and prospects. + Develop a business plan to seek new business from new and existing customers by developing internal/ external referral sources, utilizing internal lead list information, and social media sources, while following the bank's preferred

Created: 2025-12-05

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