Treasury Management Consultant

Sale of Treasury Management products and services.

• Create and execute call strategy plan to achieve sales goals based on referrals and joint calling with assigned work groups.
• Make written and verbal presentations to clients, prospects and staff as needed.
• Demonstrate proficiency in sales of all strategic non-credit business products.
• Identify targeted client needs and offer customized solutions.
• Act on cross-sales opportunities within existing client portfolios.

In addition, a Treasury Management Consultant II will:

• Independently develop a prospect/client calling program, including the identification, research, prioritization, and call coordination. Such calls will be made solo, or in a lead role, inviting relationship managers to attend.
• Possess a deep knowledge of all Cash Management products, including features, benefits, pricing and implementation requirements.

Relationship Group Assignment

Establish and maintain rapport with all relationship managers individually and as a group so as to:

• Know relationship manager sales goals and client base
• Participate in relationship managers calling strategies
• Communicate product information so as to increase relationship manager product knowledge
• Assist in proposal preparation and other communications to customers
• Recommend sales opportunities to include sales to prospects and cross-sales to existing clients.

In addition, a Treasury Management Consultant II will:

• Assist relationship managers in the development of calling strategies.
• Communicate prospect opportunities, and personal calling plan, to relationship managers of assigned work groups.

Customer Service

• Respond to assigned work groups and clients directly about client issues.
• Resolve issues quickly and accurately, keeping all related parties current of resolution status and targeted resolution date.
• Know and utilize internal resources in servicing of clients.
• Communicate recurring or serious product issues to management.
• Recommend solutions to improve customer services to assigned work groups and management.

Product Implementation

• Coordinate with Commercial Services Officer group to ensure proper account documentation and all requisite agreement execution.
• Verify accurate pricing.
• Monitor implementation progress.
• Coordinate with Commercial Services Officer to establish a schedule of implementation tasks, and targeted completion dates with all involved parties.

Compliance:

All employees are accountable for compliance with all laws, regulations and adherence to established internal controls and procedures when performing their job duties. Each employee is expected to be familiar with the legal and regulatory requirements and internal controls affecting his or her job responsibilities. It is the affirmative duty of each employee to carry out these responsibilities at all times in a manner that complies with all applicable legal and regulatory requirements and internal controls. All employees shall be responsible for communicating upward, problems in operations, noncompliance with the code of conduct, or other policy violations or illegal actions. Employees must participate in required training on pertinent compliance laws and regulations as required by the Bank of the Pacific.

All employees will be committed to maintaining a high level of compliance with the Bank Secrecy Act and Anti Money Laundering, USA PATRIOT Act and Financial Recordkeeping regulations recognizing that all three acts are important tools in federal efforts to combat organized crime, terrorism and drug trafficking.

Education / Experience:

• High School diploma or equivalent
• Undergraduate degree in business administration or equivalent experience, preferred.
• 0 – 3 years’ experience in a business banking environment.
• Service-Plus Certified
• Licensed to drive a car

Skills / Knowledge / Abilities:

• Excellent oral and written communication skills
• Good attention to detail
• Excellent follow-up skills
• Able to work independently; can reliably maintain a productive, personal work schedule
• Basic proficiency in PC software including word processing and spreadsheet programs, and bank customer information and transaction programs
• Understanding of the bank’s policies and procedures

Working Conditions / Environment / Potential Hazards:

• While performing the duties of this job the employee regularly works in general office setting with a controlled climate.
• Work involves being able to concentrate on the matter at hand, sometimes managing distracting work conditions and frequent employee and customer contacts and interruptions during the day.
• Work requires regular attendance, punctuality and adherence to agreed-upon schedule with willingness to work additional hours as needed.

Physical Requirements:

• The employee is frequently required to stand, walk, type, and speak with internal and external customers for extended periods of time.
• Typically sitting at a desk or table; intermittently standing, stooping, bending at the waist, kneeling or crouching to file materials.
• Work may involve the constant use of computer screens.
• Ability to operate a computer keyboard, multi-line telephone, photocopier, scanner, fax machine, and other office equipment including those related to completing banking services in the branches. Work requires dexterity of hands and fingers with repetitive wrist and hand motion.
• Occasional lifting 20 lbs (i.e., deposit bags, money trays, loan files, boxes)

Our Mission is simple, to be the best Bank for our employees, customers, investors and community.

At Bank of the Pacific, we are committed to delivering memorable service beyond the customer’s expectation, to include both external and internal customers. We consistently demonstrate our values through teamwork, open communication, integrity, honesty and respect for others. Additionally, we will maintain a professional appearance through dress, conduct and an orderly work area. A successful candidate will possess these qualities and be enthusiastic, professional and of high ethics. They will embrace our Mission, Vision and Values and actively contribute to our success.

Our Core Values – We Care.

We consistently demonstrate this through:

Teamwork and open communication ~ Integrity, honesty and respect for others ~ Enthusiasm and positive recognition ~ Professionalism, initiative and innovation ~ Accountability, focused action and timely follow-through ~ Commitment to make our company a success

For your Benefit We Offer:

• Salary range for this position is $79,000 to $95,000 annually. The specific salary offered will depend on several factors including but not limited to applicant’s knowledge, skills and experience relevant to the position.
• Eligible to participate in annual incentive plan.
• We offer a comprehensive healthcare benefit package that includes: Medical, Dental, Vision, EAP, LTD, STD, Group Life, VTL, AD&D, FSA, DCAP, LFSA, and HSA.
• Retirement Savings Plan through 401(k) with an additional Roth 401(k) option. We match 100% of your deferral up to 5% of eligible compensation.
• Wellness Dollars up to $500 per year.
• Weekend Wellness Hours, 4 per quarter.
• Paid Birthday and Anniversary Holiday
• 11 paid Holidays per Year
• Sick Leave Time – Earn up to 8 days each Year
• Vacation – 17 days each Year (first year adjusted based on hire)
• Vacation Purchase Plan
• Tuition Reimbursement
• Employee Banking Privileges and Special Loan Features.

Salary Range Disclaimer:

The base salary range represents the minimum and the maximum of Bank of the Pacific’s salary range for this position. Actual salaries will vary depending on factors related to business needs and the employee’s relevant knowledge, qualifications, experience, and job performance for the position.