Treasury Management Sales Specialist - Altabank

Altabank, Division of Glacier Bank, is looking for a Treasury Management Sales Specialist for our American Fork branch.

The Treasury Management Sales Specialist (SS) along with the TMO, will serve as the front-line contact for larger Treasury Management commercial clients. The SS supports one or more Treasury Sales Officers with all organization, paperwork, process flow, and problem resolution activities allowing the Treasury Sales Officers more time to hold face to face sales meetings with prospects and Clients. This position is responsible to assist with the implementation and ongoing maintenance of Treasury Management services and TM Clients.

The Sales Specialists develop a cooperative working relationship between Treasury Sales Officers, the implementation team and other Bank operations departments necessary for the delivery of Treasury products to prospects and clients.

Develop processes and procedures that simplify, clarify, and speed up the process between the time of client acceptance of Treasury Management products and the product implementation. Follows up with clients when new setups are implemented and remain a constant source for any ongoing client questions or needs.

DUTIES AND RESPONSIBILITIES:

• Builds strong relationships with treasury and other depository clients.
• Builds strong relationships and partnerships with the TMO.
• Participate with TMO in the client planning process and provides specific client/prospect relationship data that may aid in the calling/business generation process.
• Understands and influences internal process improvements required to streamline the client experience.
• Prepare Account Analysis Comparisons as requested by Treasury Sales Officers, based on data from competitor statements.

• Must comply with applicable laws and regulations, including but not limited to, the Bank Secrecy Act, the Patriot Act, and the Office of Foreign Assets Control.

• Complete required bank training courses within assigned time frame(s). It is the individual learner responsibility to ensure that they understand the information given to them in each training. If the learner does not understand the information given they need to reach out to their supervisor for further clarification or additional training.

• Assist clients and Treasury Sales Officers as needed with problem resolution (Mostly with larger TM Clients)  These requests for assistance may come from the Treasury Sales Officers, from the client, escalated from the Call Center, or other internal departments.
  • Remote Deposit services problem solving,
  • Supporting client “Administrators” regarding online banking setup or changes (initial on-site walk through and training completed primarily trainer or Treasury Sales Officer),
  • Wire and ACH limit increases, both temporary and permanent.
  • Product additions or terminations.
• Assist with periodic assessments and evaluations for renewal, annual compliance, etc.

• Participate in Community Service and Bank sponsored activities that serve and support the mission and values of the Altabank.

• Provide superior internal and external customer service: must demonstrate self-governance, courtesy and respect toward external customers as well as internal customers (all organization personnel).

• Represent Altabank in a professional manner which includes a professional image, confidentiality, a positive “can-do” attitude, good attendance, punctuality, flexibility and adaptability in meeting bank and customer needs.  Keep work area tidy and maintain customer privacy. Attends and participates in meetings as required.

• Regular and predictable attendance in order to accomplish, among other things, in-person contact with customers.

QUALIFICATIONS:

• Minimum basic qualifications include 2 years in banking environment or financial institution or minimum 2 year experience in Treasury/Cash Management.
  
• Minimum 2 year experience working with PC based software applications
  
• Preferred degree from a four year college or university with or equivalent job experience.
  
• Sufficient experience in the banking industry showing an understanding of basic banking operations and treasury management processes.
• Proficient in the use of network and PC based software applications including menu driven work processing, spreadsheet, database, and information reporting software.

KNOWLEDGE, SKILL, ABILITY:

• Proficient in the use of network and PC based software applications including menu driven work processing, spreadsheet, database, and information reporting software.

• Ability to gather, arranges, compile, interpret, analyze, summarize and evaluate information and data to formulate conclusions and recommended actions.

• Knowledge of, or ability to understand,  Treasury products and services, including but not limited to Online Banking, ACH, Positive Pay, Merchant Services, Wire Transfers, Remote Deposit, Sweep Accounts, analyzed Accounts, etc.

• Ability to communicate clearly and professionally, in writing and on the phone, with Treasury Sales Officers, other internal bank team members, and business owners and their employees.

• Ability to understand and resolve problems related to scheduling, install, and general delivery of Treasury products and services.

• Highly organized with the ability to keep track of, and move to completion, multiple projects for multiple Treasury Sales Officers.

• Ability to accept and promote change.

WORK ENVIRONMENT:

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 often required to: sit; use hands in repetitive motions to finger, grasp, handle or feel; and talk or hear. The employee is occasionally required to: stand; walk; and lift or reach with hands and arms. The employee may also be required to:

Must be able to operate routine office equipment including computer terminals and keyboards, telephones, copiers, facsimiles, and calculators. Must be able to routinely perform work on computer for an average of 6-8 hours per day, when necessary. Must be able to work extended hours or travel off site whenever required or requested by management. Must be capable of regular, reliable and timely attendance. Must be capable of climbing / descending stairs in an emergency situation.

Specific lifting abilities required by this job include:

Specific vision abilities required by this job include: The worker is required to have close visual acuity to perform an activity such as: preparing and analyzing data and figures; transcribing; viewing a computer terminal; extensive reading; visual inspection involving small defects, small parts, and/or operation/inspection of machines and/or using measurement devices at distances close to the eyes.

COMPENSATION & BENEFITS: Salary is dependent upon relevant experience. We offer an extensive benefits package that includes, but is not limited to, flexible health coverage options: medical/dental/vision (partially employer paid with competitive premiums), health rewards program, possible employer contribution to a Health Savings Account, Employee Assistance Program (EAP); life insurance; 401K retirement plan with immediate vesting (up to 3% employer match, 3% automatic employer contribution, and profit sharing); discounted banking products and services; paid vacation/sick days, and paid holidays.

COMPANY OVERVIEW: At Glacier Bancorp, our employees are our most valuable asset. We seek qualified individuals who enjoy people, are innovative and eager to learn. We are dedicated to providing opportunities for personal advancement and professional growth by investing in the tools and training needed to build a personalized career path for you.

Glacier Bancorp, Inc. is a regional bank holding company headquartered in Kalispell, Montana with assets greater than $12 billion, operating in numerous community bank divisions across 8 states (Montana, Idaho, Utah, Washington, Wyoming, Colorado, Arizona and Nevada). We pursue a community banking philosophy, emphasizing personalized service combined with the full resources of a large banking organization. Over the years, Glacier Bancorp has received numerous awards for stability and soundness, and has repeatedly ranked among the top 10% in the nation for financial strength.

We are an Equal Opportunity Employer and qualified applicants or employees will receive consideration for employment without regard to race, color, religion, national origin, sex (including pregnancy), sexual orientation, gender identity, mental or physical disability, age, genetic information, protected veteran status, or any other category protected by applicable federal, state or local laws.

Glacier Bancorp, Inc. does not sponsor applicants for work visas. All applicants must be legally authorized to work in the US.

No Recruiters or unsolicited agency referrals please.