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    Treasury Management Officer II - Charlotte, United States - Wood Forest

    Wood Forest
    Wood Forest Charlotte, United States

    2 weeks ago

    Default job background
    Description
    :
    Take the next step toward your new career today


    Become a part of the diverse and inclusive team within our nationally recognized award-winning Bank that is one of the strongest in the nation.

    Woodforest National Bank is privately owned, and our Employee Stock Ownership Plan is the largest shareholder.

    We focus on building relationships and discovering opportunities to better serve our communities and understand the financial needs of every customer we serve.

    At Woodforest we care and prove it by volunteering with local charities and foodbanks to give back to the communities we serve.

    By joining Woodforest you will become a part of one of the largest employee-owned banks in the country


    The Treasury Management Officer II is responsible for identifying, analyzing, selling and supporting cash management products and services to established business customers and targeted prospective corporate clients.


    Works closely with relationship officers in attaining goals; solidify customer retention efforts by providing a superior level of customer service.

    Act as a mentor and subject matter expert for junior level Commercial Cash Management employees.


    Key Responsibilities:
    ·


    Reinforces the application of superior customer service through his or her own example along with appropriate follow through with involved customers and employees.

    ·


    Engages in business development activities; identifies, analyzes, and sells cash management products and services to established business customers and targeted prospective corporate clients; creates and executes a customer call strategy to achieve established sales goals; works closely with relationship managers in attaining goals while solidifying customer retention efforts; identifies customer needs and offers customized solutions; develops cross sell opportunities within existing customer portfolio; investigates and follows up on significant changes in status of existing customers.

    ·


    Prepares a written response to a Request for Proposal (RFP); assesses customer needs and recommends effective strategies; performs a cost benefit and risk analysis; negotiates pricing to optimize profitability of appropriate cash management product or service solutions.

    ·

    Contributes to the overall profitability of the Bank through income generation and cash management marketing efforts.
    ·


    Assures audit compliance and procedure quality control and recommends and initiates corrective actions; ensures the department is in compliance with established Bank policies, procedures and state and federal regulations.


    Competencies Required:
    ·


    Intermediate experience, knowledge and training in cost and profitability analysis typically resulting from a combination of education in accounting, financial and/or credit analysis or related areas.

    ·


    Advanced knowledge of related state and federal banking compliance regulations, Bank policies and procedures, and the Bank's products and services.

    ·

    Advanced experience, knowledge and training in all lending and operations activities and terminology.
    ·

    Advanced sales and marketing experience.
    ·

    Demonstrated ability to cross-sell and explain all Bank products and services with confidence and authority.
    ·

    Advanced loan product knowledge.
    ·

    Ability to read, analyze and interpret general business periodicals, professional journals, and technical procedures.
    ·

    Excellent organizational and time management skills.

    Qualifications:

    Minimum Qualifications/Experience:
    ·

    10-15 years of cash management sales, support and business development experience in the financial services industry.


    Formal Education & Certification:
    ·

    Bachelor's degree in Business Administration or related discipline; or the equivalent combination of education and work experience.


    Work Status:
    ·

    Full-time.


    Supervisory Responsibility:
    ·

    2 or more direct reports.


    Travel:
    ·

    Up to 25% travel is expected.


    Working Conditions:
    ·


    Conditions involve lifting no more than ten pounds, sitting most of the time, but may involve walking, moving, or standing for brief periods, and occasionally lifting and carrying articles like files, folders, etc.


    Disclaimer:


    This job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee.

    Nothing herein restricts management's right to assign or reassign duties and responsibilities to this job at any time.

    Woodforest is an Equal Opportunity / Affirmative Action employer.

    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, or other status protected by law or regulation.

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