Treasury Management Specialist

The role of the Treasury Management Specialist involves fostering the expansion of business deposit balances and increasing Treasury Management revenue. Additionally, this position plays a key role in retaining and expanding existing relationships to contribute to overall growth and success.

Additional Responsibilities:

• Coordinate customer and prospect sales calls, aiming to expand business relationships by promoting Treasury Management and other banking services and products.
• Responsible for both cultivating new Treasury Management business and enhancing existing business relationships.
• Collaborate in joint-calling initiatives with Business and Private Banking teams, supporting their business development endeavors while prioritizing a holistic member experience.
• Develop and deliver professional sales proposals to customers and prospects, and offer tailored solutions based on their needs.
• Provide outstanding member experience by cultivating robust and collaborative relationships with the sales team.
• Provide oversight and proactively manage portfolio of Treasury Management clients, conducting annual relationship review meetings, and identifying opportunities to refer additional business as needed.
• Act as the Treasury Management advisor, providing education on Treasury Management products, pricing, operations, and value to business relationships.
• Stay informed about industry and Treasury Management trends to uphold a superior level of expertise and knowledge.
• Identify opportunities for product improvements and enhancements by communicating client and prospect needs to internal team.

Qualifications:

• High School diploma.
• Minimum of five (5) years of sales experience in Treasury Management, showcasing a successful track record in establishing new relationships through both collaborative and independent outreach and networking.
• Prior experience using FISERV Premier core system a plus.
• Proficient in Microsoft Office including Word, Excel, PowerPoint, Outlook.
• Ability to develop strong working relationships and with internal and external customers.
• Demonstrated proficiency in analytical thinking, prioritization, organization, presentation, and communication.
• Expertise in all facets of Treasury Management solutions and operations.
• Self-driven individual with sales and business development acumen.
• Capability to work independently with limited supervision, adept at time management and multitasking.
• Requires an outgoing, friendly, and enthusiastic team orientated personality.

WHO WE ARE

BLC Community Bank is a strong, independent community bank located right in downtown Little Chute in the Heart of the Valley. At BLC, we think banking should be personal – and we pledge to keep it that way. We combine personal attention with professional service, treating our customers’ financial decisions with the same care and concern we handle our own.

Mission

To be tAdditional duties as assigned.he preferred Community Bank in the Fox Valley, building strong relationships through superior customer service; exhibiting a culture of integrity, hard work and creativity, while creating customer loyalty, employee satisfaction and opportunities to give back to our communities we serve.

• General accounting knowledge, including GAAP, G/L, A/P, fixed asset, and financial reporting.
• Understanding of accounting issues applicable to financial services industry and knowledge of financial institution regulatory reporting.
• Produce a high level of quality in work outputs, including: accuracy, thoroughness, timeliness, and attention to detail.
• Provide candid, thoughtful feedback as to the functioning of the department and appropriateness of processes, entries, and workflow.
• Provide excellent service to all internal customers and vendors. Work professionally with all levels of the organization including senior/executive management as well as external auditors and examiners.

Core Values

Teamwork, Excellence, Integrity, Relationships, Community

Fundamentals

1. Act with Integrity: Demonstrate an unwavering commitment to doing the right thing in every action you take and every decision you make. Remember that Character is how you behave when nobody is looking. Always tell the truth, no matter the consequences. Own up to mistakes when you make them, learn from them and don’t repeat them.

2. Continuous Improvement: Regularly review every aspect of your job and find ways to improve. Never be satisfied with the status quo. Don’t let “Because we’ve always done it that way” become an acceptable reason for anything. Find ways to get things done better, faster and more efficiently. Never be afraid to bring up new ideas.

3. Give 110%: Be willing to do whatever it takes to complete a task or solve a problem. Whether it’s starting early, staying late, or doing something that’s not in your job description, it’s that extra effort that separates the average from the extraordinary.

4. Take Ownership: Take personal responsibility for making things happen. Respond to every situation by looking for how we can do it, vs. why it can’t be done. Be resourceful and show initiative. Don’t make excuses or wait for others to solve a problem. See things through to their completion.

5. Celebrate Victories: Take time to recognize people doing things right. Regularly celebrate wins and extend meaningful acknowledgement and appreciation – in all directions throughout the organization.

6. Have Each Other’s Backs: Don’t let your own ego or personal agenda get in the way of doing what’s best for the team. Be there for one another and help out a co-worker when that’s what is required for success.

7. Invest in Relationships: Our business is built on trust and trust is built on relationships. Make smart decisions that enhance long-term relationships. Get to know our customers and your fellow employees and treat them like friends or neighbors. Strong relationships help us work through difficult issues.

8. Embrace Change and Growth: What got us where we are now, is not necessarily what will get us to the next level. Get outside your comfort zone, rather than hanging on to old ways of doing things. Be excited by the possibilities that change and growth bring.

9. Compete Intelligently: Be aggressive in pursuing new business opportunities. Get to know prospects better than their current bankers. Find creative solutions to win new business. Do not compromise smart practices to meet irrational competition. Strive to be the best solution, not just the cheapest.

10. Enjoy the Ride: Learn to enjoy and appreciate the important work that you do. Value those you work with and the contribution you make.

Member FDIC | Equal Housing Lender

BLC Community Bank is an Equal Opportunity Employer of minorities, women, protected veterans, and individuals with disabilities. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, status of protected veteran, or status as an individual with a disability.

Job Type: Full-time

Benefits:

• 401(k)
• 401(k) matching
• Dental insurance
• Employee assistance program
• Health insurance
• Health savings account
• Life insurance
• Paid time off
• Retirement plan
• Tuition reimbursement
• Vision insurance

Schedule:

• Monday to Friday

Experience:

• Treasury management: 5 years (Required)

Work Location: In person