Now Hiring - Financial Services Treasury Management Sales Officer in Kansas City, MO

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!

Summary:

Responsible for growing treasury management fee income by sourcing and selling to new and existing treasury management clients. Sources new bank clientele through new prospects and existing customer base, businesses, community and civic organizations. Promotes bank’s products and services in the local community. Provides business clients with fee-based financial solutions that meet their needs. Proactively works with commercial bankers in the business banking and commercial client segments.

Principal Accountabilities:

• Partner with business banking and commercial bankers to identify prospect/client needs and participate in various aspects of client management, including calling via conference call and relationship reviews for clients with fundamental cash management needs.
• Manage book of business to deepen existing relationships through proactive identification of integrated solutions to unmet client needs.
• Support bankers in identifying opportunities for clients and prospects.
• Proactively develop business through own calling efforts.
• Develop and maintain relationships with Centers of Influence (COI’s) within the community.
• Travel to markets to conduct in-person client calls as needed. Must maintain a valid driver’s license.
• Actively call on business prospects to offer bank products and services.
• Upon completion of set ups, conduct ongoing follow up with bankers or clients to ensure needs are being met, communicate with respective partners, for example, the fulfillment and operations team, reporting back to bankers on results and on any client needs identified during servicing.
• Maintain an active and accurate pipeline of treasury management and depository business.
• Consistently achieves established financial goals.
• Work with treasury sales support team and traditional retail banking team to ensure needs of small business clients are met.
• Team with field cash management specialists and RMs to manage and grow the regional book through effective referrals and teaming to service the clients.
• Ensure an engaging and positive customer experience and effective resolution to customer issues.
• Act with sense of urgency to respond to client and partner requests to maximize trusted advisor status.
• Greater than 20% of time will be spent on administrative tasks. These tasks will vary based on complexity of the client, changes in procedure or regulation, and based on updated sales strategy.
• Manage various strategic initiatives to meet company objectives.
• Ensure work premises constitutes a safe work environment that promotes positive bank image, including regular inspection for and remediation of any hazardous conditions; regular maintenance and cleaning of premises; adherence to all posting requirements in jurisdiction, including human resources and compliance postings; and provision of comfortable and appropriate space for associates to conduct banking business.
• 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.