Treasury Account Manager

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Job description

About Working at Commerce

Wouldn't it be great to build your career at a bank that's known for helping people with their financial challenges? That's exactly what you'd be doing when you join the team at Commerce Bank. We're looking for teammates who are ready to do whatever it takes to help our customers with their everyday financial needs. You'd be helping yourself too, because Commerce has a tradition of recognizing and rewarding team members for their talent, skills and contributions.

No wonder we've been an industry leader for over 150 years and have developed a reputation as a great place to work in the financial services world. If you'd like to be a part of a team and culture that is respected by its peers and in your community, we should talk. We're always looking for the best and brightest.

About This Job

If you'd like a job where you'd be responsible for growing relationships with existing clients in the greater Wichita area. Position is required to consistently meet balance, Treasury Services revenue, and profit budgets. You'll also be the key person in charge of building a strong, long-running relationship with our customers. If you're the kind of person who thrives on building business, we'd love to talk.

Essential Functions

• Primary client contact for maintenance and retention activity

• Proactively identifying cross sell product opportunities

• Strong understanding of Treasury product knowledge, go to market strategy, and customer onboarding process

• Basic understanding of Commercial product offering (Merchant Services, Commercial Card)

• Responsible for identifying potential solutions to client needs as requested, or because of needs analysis and identification in partnership with the TMO and/or Client Team to support business goals

• Responsible for teaming with implementation partners to ensure timely delivery of Treasury Solutions to our clients and post-sale satisfaction

• Independently manages building/preparing relationship reviews and follow up.

• Can easily convey knowledge into presentations

• Partners to ensure appropriate credit approval is in place for selected products and ensure ongoing compliance

• CRM Management (Insight360)

• Day to day contact for Treasury customers

• Maintain customer account structure to ensure appropriate accounts and services

• Work closely with implementation during onboarding

• Confirm account analysis billing accuracy for new services

• Follow up with customers after onboarding (1 week, 2 weeks, 30, 60 days)

• Participate and Identify to help with internal projects and process improvements

• Customer retention, exception pricing, and assist with Proformas and RFPs

• ACH and Remote Deposit audits and variance reports

• Utilizes technical knowledge to run pricing/cost benefit models; confers with sales officer regarding profitability of relationships and any price negotiation needed

• Assists the sales officer in relationship planning, gathering information regarding prospects and updating plans as needed

• Performs a variety of sales and marketing functions to include preparing account schematics, proposal documents and sales presentations

• Identify cross sell opportunities for current customers, present product demonstrations, and complex problem resolution for customers

• Perform other duties as assigned

Work Schedule

• Full Time, 40 hours per week

• Monday - Friday, 8:00am-5:00pm

Knowledge, Skills & Abilities Required

• Strong technical skills.

• Advanced understanding of bank operations and cash management sales process

• Must have strong problem-solving skills and PC skills.

• Good interpersonal skills are required in order to cross sell products to customers

• Professional demeanor and appearance

• Proven sales skills

• Excellent presentation skills

• Motivated and organized self-starter with strong attention to detail and the ability to manage multiple priorities

• Inquisitive, agile, and strong team player with excellent written, verbal and interpersonal communication skills

• Ability to remain adaptable and resilient to all situations with an optimistic outlook and cast a positive shadow that is aligned with our culture and Core Values

• Intermediate level proficiency with Microsoft Word, Excel and Outlook

Education & Experience Required

• Bachelor's Degree with an emphasis in Business Administration, Accounting, or Finance and a banking curriculum or equivalent combination of education and experience.

• 1-3 Years of experience in the financial services industry or years of experience in Treasury Management Sales, Product Management or Payment System Operations

• Microsoft Office experience (Word, PowerPoint and Excel) PowerPoint is essential.

Preferred

• Familiarity with banking payment system regulations, transaction processing & corporate treasury function

• Previous customer service or sales experience

• Contract negotiation experience

• Working knowledge of Revenue Cycle collection/payment processes and strategies

• CTP (Certified Treasury Professional) or AAP (Accredited ACH Professional) Certifications

Location: 1551 N. Waterfront Parkway, Wichita, Kansas 67206

Time Type:

Full time