Treasury Sales Specialist III

The Treasury Sales Specialist is responsible for assisting the Senior Treasury Manager in developing new business, expansion of existing business relationships and delivery of Treasury Management services to new and existing customers. Incumbent is also responsible for day-to-day servicing of clients and account maintenance. Incumbent will serve as a key contact person for Treasury Management customers. The Treasury Sales Specialist will have a working knowledge of the products and services designed for business customers and will perform customer setups on the system, implementation and onboarding, and ongoing support.

Employee will have extensive contact with customers, vendors, the public, and bank staff and will interact in a professional and courteous manner and conduct him/herself in such relationships in a manner that will enhance the overall efficiency and image of the bank.

Essential Functions:

• Assists Senior Treasury Manager in developing, implementing, and monitoring relationship building and call strategies that support the increase in deposits and commercial deposit relationships.
• Determines client treasury management needs, explains various banking services offered, prepares and processes documentation for new client bank transactions and ongoing customer support, including but not limited to opening new accounts, closing accounts, transfers, deposits and withdrawals, account title changes, address changes, etc. communicates status of transactions to clients and associated bank staff.
• Assists the Senior Treasury Manager, leadership, commercial lenders, and branch managers in the analysis and evaluation of potential and existing business banking and treasury management solutions and services and setting up joint consultation process
• Provides internal and external support to include direct contact with customers in an insightful and responsive manner to meet the customer's needs.
• Prepares client proposals and complete customer follow up to ensure customer satisfaction
• Maintains a comprehensive working knowledge of treasury management products and services
• Assists with internal and external Treasury Management product training
• Works with Treasury Manager to assess impact, risks, and benefits associated with potential solutions.
• Other duties as assigned.

Additional Responsibilities

• Service Quality - embrace service pledge and provide extraordinary and consistent service to all internal and external customers. Listens to and asks about customer's needs.
• Participates in required training, staff meetings, and lobby displays.
• Participate in Community Service and Bank-sponsored activities that serve and support the mission and values of Glacier Bank.
• Provide superior internal and external customer service: must demonstrate self-governance, courtesy and respect toward external customers as well as internal customers (all organization personnel).
• Complete required bank training courses within assigned time frame(s).
• Must comply with all company policies and procedures and all applicable laws and regulations, including but not limited to, the Bank Secrecy Act, the Patriot Act, and the Office of Foreign Assets Control. Must complete the assigned online training courses and achieve a passing score by due date.
• Represent Glacier Bank in a professional manner which includes a professional image, confidentiality, a positive "can-do" attitude, flexibility and adaptability in meeting bank and customer needs.
• Keep work area tidy and maintain customer privacy.
• Consistently maintains regular and reliable attendance.
• Additional duties as requested or assigned.

Required Qualifications

• High Proficiency in Microsoft Suite including Microsoft Excel
• Prior banking employment experience required
• High degree attention to detail as well as excellent organizational skill(s) to perform in a fast-paced environment.
• Must have ability to prioritize & organize heavy workload(s) and demonstrate effective time management skill(s).
• Must have the ability to work in a professional manner and consistently demonstrate courtesy, customer service, and tact in a fast-paced/deadlines-oriented environment.
• Ability to work quickly, independently, accurately and make decisions based on regulation(s), company policy(s), knowledge, and experience.
• Ability to understand and follow complex written and oral instructions.
• Ability to communicate effectively verbally and in writing.
• Basic computer skill -working knowledge of word processing, spreadsheets, 10-key, and general applications.
• Working knowledge of standard office equipment.
• High school diploma or equivalent.

Preferred Qualifications

• A moderate level of banking knowledge desired.

Work Environment

Must be able to routinely perform work indoors in climate-controlled shared work area with moderate noise level.

Must be capable of occasional travel (less than 10 days per year) by automobile (as driver and passenger), commercial airlines, rental vehicles and public transportation and be able to lodge in public facilities.

Physical Demands

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

While performing the duties of this job, the employee is often required to: sit; use hands in repetitive motions to finger, grasp, handle or feel; and talk or hear. The employee is occasionally required to: stand; walk; and lift or reach with hands and arms. The employee may also be required to: climb, balance, stoop, kneel, crouch, crawl, push, and pull.

Must be able to operate routine office equipment including computer terminals and keyboards, telephones, copiers, facsimiles, and calculators. Must be able to routinely perform work on computer for an average of 6-8 hours per day, when necessary. Must be able to work extended hours or travel off site whenever required or requested by management. Must be capable of regular, reliable and timely attendance. Must be capable of climbing /descending stairs in emergency situations.

Specific lifting abilities required by this job include sedentary work. Exerting up to 10 pounds of force occasionally and/or negligible amount of force frequently or constantly to lift, carry, push, pull or otherwise move objects, including the human body. Sedentary work involves sitting most of the time. Jobs are sedentary if walking and standing are required only occasionally, and all other sedentary criteria are met.

Specific vision abilities required by this job include: The worker is required to have close visual acuity to perform an activity such as: preparing and analyzing data and figures; transcribing; viewing a computer terminal; extensive reading; visual inspection involving small defects, small parts, and/or operation/inspection of machines and/or using measurement devices at distances close to the eyes.

COMPENSATION & BENEFITS: Starting salary is dependent upon relevant experience and may vary based on the geographic location of the position. We offer an extensive benefits package that includes, but is not limited to medical, dental, vision, and life insurance. Coverage is available to employees and their eligible dependents in accordance with our written plan documents. You may also be eligible for a health savings account option, an Employee Assistance Program (EAP), a health rewards program, a retirement savings plan, including 401(k) and Profit-Sharing plans, short and long-term disability benefits, education and training benefits, and discounts on banking products and services. We also offer a generous Paid Time Off (PTO) plan and paid holidays. PTO accruals begin at .0745 per hour worked for our part time employees up to a maximum accrual of 240 hours per year for certain Full-Time employees. PTO accruals are dependent on position, status (Full time or Part time), and years of experience in accordance with our PTO policy. Most Full-Time employees are also offered 6 paid holidays and Part Time employees are offered pro-rated paid holidays. In addition, employees in Utah and Nevada may be eligible for pay for certain state recognized holidays. Visit our website for more details

We are an Equal Opportunity Employer and qualified applicants, or employees will receive consideration for employment without regard to race, color, religion, national origin, sex (including pregnancy), sexual orientation, gender identity, mental or physical disability, genetic information, protected veteran status, or any other category protected by applicable federal, state, or local laws.

Glacier Bancorp, Inc. does not sponsor applicants for work visas. All applicants must be legally authorized to work in the US.

No Recruiters or unsolicited agency referrals please.