The Role
Sell, develop, implement, and support treasury management products and services for corporate and retail customers. Manage merchant portfolios and pricing, assist commercial lenders with new prospects, oversee department budget and goals, travel between branches to meet customers, and potentially supervise a treasury management assistant.
Summary Generated by Built In
GENERAL SUMMARY:
Responsible for the development, support, and sales of treasury management products and services for corporate and retail customers. Assists branch personnel in new client marketing. May supervise treasury management assistant.
COMPENSATION: $80,000 - $90,000 Annually
APPLY ONLINE: https://www.bankofcolorado.com/careers
RESPONSIBILITIES AND DUTIES:
APPLY ONLINE: https://www.bankofcolorado.com/careers
RESPONSIBILITIES AND DUTIES:
- Manages merchant portfolio, merchant set-ups, and merchant application pricing. Overseess growth and success.
- Markets and coordinates treasury management products as defined by Executive Management.
- Assists with the research, development, and implementation of treasury management products and services.
- Assists commercial loan officers with new client prospects.
- Responsible for department budget, setting goals and objectives.
- Travels between branches and to meet customers.
- If applicable, supervise treasury management assistant.
- Performs other duties as assigned by management.
- Regular and reliable attendance.
KNOWLEDGE, SKILLS, AND ABILITIES:
- Knowledge of treasury management products, sales, and compliance.
- Knowledge of management practices and principles.
- Knowledge of ITI system, Word, Excel, and treasury management software.
- Skill in communicating and coordinating activities with management, customers, coworkers, and vendors. Communication must be timely and strong.
- Ability to develop a strong sales and service-based culture.
- Ability to research and develop new products and techniques.
- Ability to travel.
EDUCATION AND EXPERIENCE:
- High School diploma or equivalent work experience, college degree preferred.
- Five or more years of bank and cash management experience with sales preferred.
BENEFITS:
- Benefits for employees working at least 35 hours per week include 8 paid holidays; 17 PTO days each year for the first five years of employment (employees must complete 90-day introductory period prior to accruing PTO); 16 hours of paid sick time upon hire date; health, dental, prescription drug card, vision, and voluntary life insurance plans; health savings account with employer contributions; flexible medical and dependent care spending plans; 401K plan after 3 months and start of next quarter with employer contributions and profit sharing; $50,000 group term life insurance; long term disability insurance and employee assistance program. If working less than 35 hours per week, above benefits are modified.
PHYSICAL REQUIREMENTS:
NOTE: The statements herein are intended to describe the general nature and level or work being performed by employees assigned to this classification. They are not intended to be construed as an exhaustive list of all responsibilities, duties, and skills, required of personnel so classified.
More Details
More Details
About
We take pride in our heritage as a family-owned, community bank. Our commitment to our customers and community is at the forefront of how we do business.We are a Nebraska-based banking organization founded in 1938 in Palmer, Nebraska. Today, we have branches in Arizona, Colorado, Kansas, Missouri, Nebraska, New Mexico, Texas and Wyoming.As we grow, our commitment to our customers and community remains as strong as ever. We specialize in building lasting banking relationships with the businesses, farms and families we serve. We also prioritize taking an active role in our communities through charitable giving and volunteering.At Pinnacle Bank, we are ready to help your company with business checking and savings accounts, commercial loans and lines of credit and treasury management services.We also offer personal banking services, including accounts, mortgages, personal loans and technology products.We use application review steps designed to ensure mutual fit. Generic or automated submissions may not progress.We offer fair and competitive compensation as well as bonus based on an employee's years of service and possible discretionary merit bonuses. Employees also have the opportunity to participate in the Bank incentive programs based on charter/branch guidelines. Other Full-Time benefits include:8 paid holidays*17 PTO days each year for the first five years of employment.* After five years, 22 PTO days each year.*After ten years, 27 PTO days each year.* Employees must also complete the 90-day introductory period prior to accruing PTO.*New employees will receive 16 hours of paid sick time upon their hire date.*Health, dental, prescription drug card, vision, and voluntary life insurance plansHealth Savings Account with employer contributionsFlexible medical and dependent care spending plansParental Leave after one year of full-time employment401K plan after 3 months and start of next quarter with employer contributions and profit sharing Free checking account and basic printed checksFree safe deposit box$50,000 group term life insuranceLong term disability insuranceEmployee Assistance ProgramEducational Assistance*Paid holidays and paid time off benefits are not applicable for employees that are fully commissioned.We are an Equal Employment/Affirmative Action employer. We do not discriminate in hiring on the basis of sex, gender identity, sexual orientation, race, color, religious creed, national origin, physical or mental disability, protected Veteran status, or any other characteristic protected by federal, state, or local law. If you need a reasonable accommodation for any part of the employment process, please contact us by email at [email protected] or by phone at 402-697-8666 and let us know the nature of your request and your contact information. Requests for accommodation will be considered on a case-by-case basis. Please note that only inquiries concerning a request for reasonable accommodation will be responded to from this e-mail address. For more information, view the [EEO KNOW YOUR RIGHTS] and [PAY TRANSPARENCY STATEMENT].
Skills Required
- High school diploma or equivalent
- College degree
- Five or more years of bank and cash management experience
- Sales experience
- Knowledge of treasury management products, sales, and compliance
- Knowledge of management practices and principles
- Knowledge of ITI system, Word, Excel, and treasury management software
- Strong communication and coordination skills
- Ability to travel between branches and meet customers
- Ability to research, develop, and implement new products and techniques
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The Company
What We Do
Pinnacle Bank is a family-owned community bank offering savings accounts, loans, and other banking products and services for both personal and business clients.







