Treasury Management Officer
Company: First Bank
Location: Newport Beach
Posted on: April 30, 2024
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Job Description:
Position Details
SUMMARY
Treasury Management Officer (TMO) is the primary sales resource in
Treasury Management focused on business development and new
business acquisition activity. Maintains contact with top and high
priority prospects and customers. Also, supports the business
development and customer expansion efforts of the Commercial
Banking Teams.
ESSENTIAL DUTIES AND RESPONSIBILITIES include the following. Other
duties may be assigned.
Develops new business within targeted industries and with targeted
prospects. Develops new business with existing clients in an effort
to broaden and deepen the relationships. Consistently meets revenue
and profit budgets. This position requires a high level of
qualified in-person calling activity. (20/month minimal acceptable
performance)
Completes responses to customer or prospect Treasury Management
request for proposal. Performs general sales activity primarily
related to developing new prospective relationships.
Maintains contact with top and high priority customers.
Develops territory plans, account strategies, call plans required
to consistently achieve revenue and profit goals. Coordinates
calling activity with assigned Relationship Managers.
Assists in completion of account reviews for assigned top priority
customers. Jointly presents with Relationship Management
Officer.
Assists in general marketing activity as required for trade shows
and other targeted industry events.
About Us
About Us
Be a part of a growing company that is truly committed to its
employees and clients. Consider joining the First Bank family. As a
member of our family, you are part of one of the largest
independent banks in the U.S. We are proud of our growth and
success over the past 100 years and look forward to a bright and
promising future.
Diversity
At First Bank one of our biggest strengths is the diversity of our
people. Our mission is to capitalize on the diversity of our
associates and promote personal and professional development
throughout every area of the organization. We encourage diversity
by actively seeking employees from various backgrounds, walks of
life, and job skills. We strongly encourage you to apply whenever a
First Bank job opportunity interests you.
First Bank is a VEVRAA Federal Contractor and an Equal
Opportunity/Affirmative Action employer. All qualified applicants
will receive consideration for employment without regard to race,
color, religion, sex, sexual orientation, gender identity, national
origin, disability, or protected Veteran status.
Attn: Applicants interested in a San Francisco based position:
First Bank will consider qualified applicants with a criminal
history in a manner consistent with the San Francisco Fair Chance
Ordinance.
What Do You Need for this Position?
EDUCATION and/or EXPERIENCE
Bachelors degree from a four-year college or university required;
CCM designation required within 24 months of starting position; and
seven to ten years treasury management/commercial loan experience
and/or training; or equivalent combination of education and
experience. Advanced knowledge of banking payment system
regulations, transaction processing and corporate treasury
functions. PC proficiency in Word and Excel for Windows.
Significant sales experience in any field required. Sales
experience in financial or treasury services a plus.
LANGUAGE SKILLS
Ability to read, analyze, and interpret general business
periodicals, professional journals, technical procedures, or
governmental regulations. Ability to write reports, business
correspondence, and procedure manuals. Ability to effectively
present information and respond to questions from groups of
managers, clients, customers, and the general public.
MATHEMATICAL SKILLS
Ability to calculate figures and amounts such as discounts,
interest, commissions, proportions and percentages. Ability to
apply concepts of basic algebra.
REASONING ABILITY
Ability to solve practical problems and deal with a variety of
concrete variables in situations where only limited standardization
exists. Ability to interpret a variety of instructions furnished in
written, oral, diagram, or schedule form.
PHYSICAL DEMANDS
The physical demands described here are representative of those
that must be met by an employee to successfully perform the
essential functions of this job. Reasonable accommodations may be
made to enable individuals with disabilities to perform the
essential functions.
While performing the duties of this job, the employee is regularly
required to sit; use hands to finger, handle, or feel; reach with
hands and arms; and talk or hear. The employee is occasionally
required to stand; walk; and stoop, kneel, crouch, or crawl. The
employee must occasionally lift and/or move up to 10 pounds.
Specific vision abilities required by this job include close
vision, and ability to adjust focus.
Some light travel is involved. This position requires employee to
drive a car to travel to customer locations at least 80% of the
time.
Additional Details
The range for this role takes into account many factors that First
Bank considers when making hiring decisions, including but not
limited to, prior experience, skill set, training, and other
internal business and organizational factors. First Bank generally
does not hire at or near the top of the range below. The range is
driven by the geographic location of our estimated hiring location;
however, the specific range may vary depending on the geographic
location for remote positions. Compensation decisions depend on the
specific facts and circumstances of each hiring instance. A
reasonable estimate of the current range is:
Min: $109,000 Mid: $136,000 Max: $163,000
Keywords: First Bank, Garden Grove , Treasury Management Officer, Executive , Newport Beach, California
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