Treasury Management Business Relationship Officer

Position Summary: The Business Relationship Officer of Treasury Management for Fort Collins, Colorado is responsible for the development of new treasury management business, expansion of existing business relationships and servicing customers. Promotes investments, prepares sales presentations, and assists in the design and installation of treasury management services.

This role is eligible for hybrid work from home opportunity under the work from home guidelines up to one day per week upon completion of onboarding.

Essential Functions:

• Develop of new treasury management business, the expansion of existing business relationships, and the servicing of customers.
• Develop and contact prospects in order to develop new treasury management business.
• Meet periodically with existing customers to ensure proper servicing of accounts and to expand existing business relationships.
• Promote investments in Short Term Federal Investment Trust accounts with support from Short Term Investment department.
• Prepare sales presentations, explain services offered, and recommend those services which would be of value to the customer.
• Coordinate/development of new services, modifications of existing services, development of a marketing strategy, establishment of sales objectives and relevant reporting.
• Attend various committee meetings to assist in objectives and coordination of efforts as well as seminars, schools, and association meetings to stay informed on industry trends and new technology.
• Assist other Treasury Management Services department officers with financial budgets, project goals, planning and completion.
• Support the bank's management philosophy and customer service goals.
• Understand and adhere to all bank policies, underwriting requirements, laws, and regulations applicable to their role. Complete compliance training; follow internal processes and controls as required.
• Report all compliance issues, violations of law or regulations in accordance with the steps defined in bank policies.
• Regular and reliable attendance is an essential function of this position.
• Perform other job-related duties as assigned by Executive Management or Division Manager as required.

Qualifications:

• Bachelor's Degree in Business Administration or related field preferred.
• Treasury Management experience. Minimum of 3 year.
• Minimum of 1 year general bank experience required.
• Proficient in Microsoft Office products and in working with other financial software.
• Valid Colorado driver's license.

Preferred Talents:

• High level of organization and analytical skills
• Effective communicator - written and verbal
• Independent with good judgment
• Self- directed and takes initiative
• Strong decision-making skills
• Proven ability to multitask and prioritize multiple responsibilities
• High level of ethical and professional standards

Working Environment:

• Sedentary work - lifting and/or carrying up to 10 lbs. occasionally.
• Occasionally exposed to outdoor elements or hazards.
• Some travel required.
• This role is eligible for hybrid work from home opportunity under the work from home guidelines upon completion of onboarding.

Salary Range Subject to Level of Offer (Officer, AVP, VP) $63,049.75 - $147,875.56

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