Equal Opportunity Employer/Disabled/Veterans
Academy Bank and Armed Forces Bank provides equal employment [and affirmative action] opportunities to applicants and employees without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, protected veteran status, or disability.
Dickinson Financial Corporation and its two family-owned banks– Academy Bank and Armed Forces Bank–have a long history of service to our Clients and the communities in which we do business. Our commitment to a diverse, equitable, and inclusive environment contributes to immediate results and the long-term success of people. We recruit service-minded talent to deliver Fast, Easy, and Personal banking that is welcoming to all, while having fun and doing good things along the way!
Position pays a range of $60,000-$85,000/yr. Full‐time associates are eligible for our benefit package that includes: medical, dental, and vision insurance; 401(k) plan; Company paid life insurance, short and long term disability insurance; Company paid vacation, sick leave, holidays, and more!
Summary:
The Treasury Sales Analyst (TSA) is responsible for supporting the Treasury Sales Officers (TSOs) and all functions related to the sales process. The TSA will work as the liaison between the Treasury Sales Officer, Treasury Support, and clients. The TSA will play a key role in client onboarding, meeting preparation, deliver, and follow-up. The TSA will partner with Credit Underwriting, Commercial Lending, Loan Operations, and Treasury Support to deliver on treasury management solutions, including thought leadership and advisory insight. The TSA will also work TSOs to develop and execute a portfolio growth strategy.
Principal Accountabilities:
Act as primary or secondary point of contact for larger commercial clients addressing
day-to-day opportunities as they arise.
Prepare necessary Treasury Management documentation for new or modified services and obtain client signatures as appropriate or required.
Open new accounts and services through partnership with Treasury Sales Officers, including obtaining all required documentation including due diligence and CIP information.
Assist Treasury Sales Officer with preparation of annual treasury relationship reviews by researching current relationship, volumes, and identify opportunities for expansion/cross sell.
Review and confirm accounts and service set-up post completion by implementation team.
Follow-up with clients and sales officers with status updates on new product/services or modifications in process.
Must be knowledgeable of business, cash management and treasury management products and services, and required documentation.
Accompany the Treasury Sales Officer or Commercial lenders on client meetings as needed.
Understands, embodies, communicates, and instills corporate initiatives and vision, including the Six Pillars of Success.
Maintains client information in complete confidence.
Completes other specified duties as assigned.
Regular attendance required, working at the assigned worksite, or assigned remote location during regular business hours and/or assigned hours.
Minimum Qualifications:
Minimum of high school diploma, GED, or equivalent is required. Bachelor’s Degree is preferred.
2 years banking or treasury management experience preferred.
Experience with Adobe Acrobat DC, and Microsoft programs Outlook, Excel, Word required.
Excellent analytical, sales, communication, and presentation skills, both written and verbal.
Must be well organized and have demonstrated ability to multi-task in a fast-paced environment.
Demonstrate strong follow-up skills.
Ability to prioritize work on an on-going basis to meet deadlines.
Financial sales and client service experience will be valuable.
Strong attention to detail.
Local travel is required, up to 15%. Overnight travel is required >5%
Physical Requirements:
The work environment is typical of standard office and retail banking settings. The position is medium work, exerting up to 35 pounds of force occasionally. Worker sits approximately 50- 60% of the time, including for client meetings and computer work, but worker will frequently stand or move throughout different areas of a banking center and when commuting from one banking center location/client site to another. Standing and moving about may be required for sustained periods of time for moving from one work site to another, both inside and outside the banking centers/client sites. Frequent travel in the local area and flying for client visits or meetings at the Corporate Office. Reaching may be required involving extending arms in any direction. Office equipment, such as a computer and telephone will be used, requiring the ability to manipulate a keyboard or keypad. The ability to decipher a computer screen or written documents is necessary. The ability to express or exchange ideas; impart oral information to clients, staff, or to the public; or convey detailed or important instructions by means of the spoken word is required. The ability to receive detailed information through oral communication is required.
Qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, age, marital status, gender identity, national origin, ancestry, protected veteran or military status, disability, pregnancy, genetic information or any other characteristic protected by applicable law. Armed Forces Bank and Academy Bank are equal employment/affirmative action employers. If you need accommodation for any part of the employment process because of a medical condition or disability, please send an e-mail to [email protected] or call 816-412-6081 to let us know the nature of your request.
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