Treasury Management Relationship Officer

• Accountable for achieving/exceeding key objectives and goals in client retention revenue growth portfolio quality fee income cross sales referrals client satisfaction business development and knowledge of comprehensive treasury management solutions.
• Calls on new and existing commercial clients to develop and close treasury management sales business. Proactively reviews assigned client base and identifies deposit and treasury management services solutions and cross-sale opportunities based on customer needs and completes the sale. Refers and engages business partners (i.e. commercial lending branches wealth management etc.) as appropriate.
• Develops treasury management sales proposals and pricing proformas for prospective and existing clients to further develop and strengthen business relationships.
• Evaluates the result of recommended pricing on overall account profitability; recommends pricing exceptions for management review and approval.
• Performs detailed pipeline and closed sales tracking using approved sales tracking system/tools.
• Conducts annual treasury management reviews for top tier commercial clients.
• Promotes business for the Bank by maintaining up to date and thorough knowledge of treasury management sales programs products services and industry best practices as well as applicable federal and state regulatory and compliance requirements.
• Serves as the internal Bank expert for treasury management products and services delivers internal treasury management presentations and actively participates in sales meetings joint call planning and prospect development in partnership with regions commercial lending and branch calling officers.
• Partners with commercial lenders in pre-proposal discussions to fully understand client needs and shape preferred solutions.
• Actively participates in joint client and prospect calls and presentations with commercial lenders and branch sales officers to further business development and sales efforts; leads treasury management discussions with clients and prospects identifying and assessing client needs and challenges and communicating features/benefits of Bank programs treasury management solutions and optimal account structures products and services.
• Prepares contracts and implementation documentation in accordance with all account opening account ownership verification and treasury management services set-up processes; reviews and checks documents for completeness accuracy and conformance with applicable rules/regulations and procedural requirements.
• Develops and delivers industry presentations to local professional organizations focusing on treasury management solutions and industry best practices to further support the Banks sales efforts.
• Directly responsible for managing and retention of clients operating business by ensuring client satisfaction with treasury management services and solutions and increasing portfolio revenue.
• Works closely with service and operational areas of the Bank third party vendors etc. providing input to Bank systems designs modifications and implementation of treasury management services implementation processes and day to day client service delivery as needed and requested.
• Maintains Treasury Management intranet site as necessary and works collaboratively with various departments (i.e. Marketing Electronic Banking Training etc.) to create customer facing content training materials tutorials and FAQs in a web-friendly format and logical structure as assigned.
• Performs research and data gathering activities tracks/monitors and prepares reports and works on special projects and assignments as requested.
• Maintains proficient knowledge of and ensures bank activities are performed in compliance with all state and federal banking laws and regulations applicable to areas of responsibility.
• Ensures Bank activities are performed in compliance with the Banks Policies and Standards in partnership with Enterprise Risk Management and other internal banking partners.

Core Skills and Qualifications

• High School Diploma or equivalent required. Associates Degree or higher in Business Marketing or relevant discipline preferred.
• 3 years recent experience in treasury management sales and relationship/portfolio management with proven business development and closing new sales in a commercial banking environment required.
• Equivalent combination of education experience and training may be considered.
• Proven track record for developing new sales closing sales and achieving annual objectives for treasury management sales goals fee income generation (Non-II) cross sales and referrals.
• Provides an exceptional level of quality service for internal and external customers and responds to customers needs questions and concerns in an accurate effective and timely manner.
• Ability to thoroughly assess customer needs and understand customer requirements and translate into sales deliverables across a wide array of treasury management products and technologies.
• Proven ability to develop and maintain open professional positive and productive relationships; demonstrate cooperative behavior with management business partners customers and co-workers and work effectively as a team member.
• Detailed functional and technical knowledge of existing and developing treasury management services documentation and internet technologies.
• In-depth working knowledge of all products services and programs; with demonstrated sales and business development skills.
• Strong ability to maintain and manage personal composure when confronted with a difficult situation and/or customer with the ability to provide information data advice and solutions as well as gain trust and respect.
• Excellent listening verbal written and business communication skills delivered in person via phone or email including effective questioning strategies negotiations skills presentation techniques and training delivery skills; with the ability to read write speak and understand English well.
• Demonstrated organizational and time management skills with the ability to effectively multitask complete assignments and meet deadlines in a timely manner.
• Ability to work independently under limited direction/supervision exercising independent judgment referencing available resources and demonstrating a high level of accuracy and attention to detail; while understanding the necessity for communicating and coordinating work efforts with other employees and departments.
• Unquestionable integrity and demonstrated ability to maintain confidentiality in handling sensitive and confidential information required.
• Maintains in-depth knowledge and ensures compliance with applicable regulatory requirements and follows all Bank policies procedures and guidelines.
• Certified Treasury Professional (CTP) or Accredited ACH Professional (AAP) - preferred.
• Advanced PC experience using MS Office products (Word Excel Outlook Adobe) with the ability to adapt to learn and support new products and technologies quickly.
• Working knowledge and general industry experience with new and developing electronic delivery products and services and associated technologies.

Working Environment/Conditions:

• Climate controlled office environment.
• Work involves being able to concentrate on the matter at hand under sometimes distracting work conditions and frequent employee and/or customer contacts and interruptions during the day.
• Work requires regular attendance punctuality and adherence to agreed-upon schedule with willingness to work a flexible and/or rotating schedule and or extended hours and assist at other locations or remotely as needed.
• May be exposed to potential risk and hazards associated with criminal activity (e.g. robbery and/or attempted robbery fraud security) - receives detailed instruction to minimize risk.

Physical Demands/Effort:

• Work may involve the constant use of computer screens reading of reports and sitting throughout the day.
• Ability to operate a computer keyboard multi-line telephone photocopier scanner and facsimile which often requires dexterity of hands and fingers with repetitive wrist and hand motion.
• Typically sitting at a desk or table; intermittently standing stooping bending at the waist walking climbing kneeling or crouching to file materials.
• Occasional lifting and/or moving up to 20 lbs. (files boxes etc.)

Travel Time:Frequent travel is required to other Bank or customer locations and meeting sites which may include overnight travel and extended stay availability when needed; valid drivers license proof of insurance and access to reliable transportation; or the ability to access and utilize an alternative method of transportation when needed to carry out job-related essential functions is required.

At Heritage Bank we work hard but we also know how important it is to take time off to stay healthy relax and spend time doing what makes your heart happy!

As part of our team youll enjoy a total rewards package which includes base salary based on the role experience and skill set along with an exceptional benefits package (medical dental vision life insurance 401(k) community volunteer time) and generous time off policy. Full-time team members receive a minimum of 10 paid vacation days annually* and eight hours of paid sick leave per month* while also enjoying 11 paid holidays each calendar year and an annual float day. *pro-rated from start date and/or hours worked. To view Benefits Summary: Apply > Current Openings > position > attachment.

The above statements are intended to describe the general nature and level of work being performed and are not an exclusive list of all qualifications for this position.

Heritage Bank is an Equal Opportunity Employer

All qualified applicants will receive consideration for employment without regard to race color religion sex sexual orientation gender identity national origin age protected veteran status disability or any other basis protected by applicable law.

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Salary Range Disclaimer

The base salary range represents Heritage Banks current salary range for the position. Actual salaries will vary depending on factors including but not limited to qualifications experience and job performance. The range listed is just one component of Heritage Banks total compensation package for full time and part time employees. Depending on position other total compensation rewards may include monthly quarterly or annual incentive and/or bonuses.

##JobCategory:Retail Banking##

##Street:1000 SW Broadway Ste 2170##

##City:Portland##

##State:OR##

##ZipCode:97205##

##Internal:False##