Treasury and Business Services Officer II - Burlington - Mascoma Bank

Description

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Description

We're excited to welcome a Treasury & Business Services Officer II to our Retail team in Chittenden County

The Treasury & Business Services (TBS) Officer II is responsible for effectively selling the Bank's depository and treasury management services to existing and prospective clients, either in conjunction with Relationship Managers or on an individual basis, achieving deposit and fee income goals. This person will also focus on customer retention efforts by providing a superior level of relationship management and customer service.

The TBS Officer II will be expected to prepare sales presentations, explain services offered, and recommend services which would benefit clients. They identify opportunities to cross-sell other products and services. The TBS officer II will continuously keep track of market data and intel, and communicate it regularly with team members, business partners, and management. They will continue their own learning and development within the treasury space and disseminate the information to their team.

Requirements

Responsibilities

• Achieve/exceed key objectives and goals in business development, client retention, deposit growth, portfolio quality, fee income, cross sales, referrals, client satisfaction, and knowledge of comprehensive treasury and cash management solutions.
• Call on new and existing commercial and municipal clients to develop and close treasury and cash management sales business.
• Develop and present treasury management sales proposals and pricing proformas for prospective and existing clients to further develop and strengthen business relationships.
• Conduct annual treasury and cash management reviews and risk assessments for top tier commercial and municipal clients.
• Maintain up to date and thorough knowledge of treasury sales programs, products, and services, as well as applicable federal and state regulatory and compliance requirements.
• Serve as the internal Bank expert treasury management products, services, and trends and delivers internal presentations to team and management
• Actively participates in sales meetings, joint call planning and prospect development, in partnership with region's commercial lending, wealth management and branch calling officers.
• Prepare contracts and implementation documentation, in accordance with all account opening, account ownership verification and cash management services set-up processes; reviews and checks documents for completeness, accuracy and conformance with applicable rules/regulations and procedural requirements.
• Provides an exceptional level of quality service for internal and external customers.
• Adheres to and upholds all written policies and procedures of the Bank, including BSA/CIP and OFAC monitoring and reporting, security, operation, and personnel policies

Location: This is a hybrid role based out of Burlington, Vermont.

What You'll Need

• Bachelor's degree or equivalent work experience
• 10+ years of commercial banking sales experience
• Strong expertise in sales and new business development
• Excellent customer service and relationship management skills
• Proven track record of meeting or exceeding deposit and revenue goals
• Demonstrated ability to build and maintain professional, positive, and productive relationships with management, business partners, customers, and colleagues; effective team contributor
• Ability to remain composed in challenging situations and provide clear information, sound advice, and effective solutions while earning trust and respect
• Strong listening, verbal, written, and overall business communication skills (in person, phone, and email)
• Effective questioning and negotiation skills
• Strong organizational and time management skills; able to multitask, prioritize, and meet deadlines
• Ability to work independently with minimal supervision
• High level of accuracy and attention to detail
• Advanced proficiency in MS Office (Word, Excel, Outlook, Adobe) and ability to quickly learn new systems and technologies
• Commitment to maintaining confidentiality and privacy
• Professional appearance; grooming and dress consistent with MB appearance policy

What's a Plus

• Certified Treasuring Professional (CTP)

If you are interested in the role and do not meet 100% of the requirements, we are still interested in hearing from you

Why Mascoma Bank?

• Strong culture of belonging with a team that values creativity, new perspectives, and innovation.
• Community first minded. We care about our employees and the communities we serve.
• Competitive compensation.
• Flexible work environment with onsite, remote and hybrid opportunities.
• Career development and internal career mentorship.
• Comprehensive health care, dental care, and vision.
• 401(K) Program: 4% safe harbor employer match on top of 5% non-elective contributions following one year of service.
• Generous PTO starting at 22 days per year, not including 11 paid holidays and 16 hrs. of Volunteer Time Off.
• Tuition Reimbursement.
• Student Loan Paydown and so much more

Background and Credit Check

As part of our commitment to maintaining a secure financial institution, all final candidates will be required to successfully complete background and credit screenings as part of the hiring process. These screenings will be conducted in accordance with applicable laws and industry regulations.

Please note: Having a record on a background or credit report does not automatically disqualify you. We evaluate results on a case-by-case basis, considering their relevance to the role and any regulatory requirements.

Our Commitment to Belonging

The communities served by Mascoma Bank consist of individuals from diverse backgrounds. Our employees likewise bring unique perspectives, experiences, and approaches to the bank. We strive to create a safe and welcoming environment for all who pass through our doors and a workplace that actively demonstrates mutual respect and trust, one of our core values. A truly inclusive culture leads to a sense of belonging and support for all team members and inspires innovation and creativity. We are committed to recruiting and retaining a diverse talent pool, increasing team member engagement through professional development and community outreach activities, and offering personal growth workshops and team-building opportunities. By embracing diversity, equity, and inclusion, we strengthen our communities and ourselves.

Mascoma Bank is proud to be an Equal Employment Opportunity and Affirmative Action employer. We do not discriminate based upon race, ethnicity, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, veteran status, status as an individual with a disability, or other applicable legally protected characteristics. To request reasonable accommodations, please contact

Mascoma Bank is an Affirmative Action and Equal Opportunity Employer, M/F/D/V.

Salary Description