This position is responsible for the delivery of integrated business banking services and treasury management solutions to business banking and small business clients. Direct responsibilities include identifying and marketing solutions to existing business customers and prospects as well as responding to referrals submitted by business banking relationship officers and retail branches. This role is responsible for the development and deployment of new treasury management solutions for business members. In addition, this role will manage a team to assist members and partners in the day-to-day management of the department, processes and member experience.
Responsibilities
Manages a client portfolio supporting fee and deposit growth within the Business Banking and Small Business segments in collaboration with Commercial Lending, Branches and SEG team's
Responsible for hiring, training, and evaluating employees to ensure that goals, deadlines, and performance standards are met
Recommend process improvements and efficiencies
Manages vendor relationships to provide outstanding service to our members through business banking and branch referrals
Coordinates referrals and specific business follow-up with assigned business banking relationship management officers and retail branches
Accountable for revenue growth associated with key core products including but not limited to: Business Online Banking, Remote Check Deposit, ACH, Wire Transfer initiation, and Fraud Services
Responsible for developing and making enhancements to business products and services.
Establishes solid working relationships with business banking partners and retail branches which includes product training to help identify opportunities
Provides relevant customer training as it relates to new product implementation and set up for new relationships
Provides market feedback around industry trends, product gaps and competitive influences
Perform internal treasury reporting as needed
Remains cognizant of and adheres to NWFCU policies and procedures as well as regulations pertaining to the Bank Secrecy Act (BSA)
Qualifications
Bachelor's degree or equivalent experience
Minimum of 5 year's previous job-related experience in financial services with a preferred concentration in Treasury Services, Cash Management Sales, Business Banking, or related support
Basic knowledge of Treasury Services/Cash Management products
Prior supervisory experience is required
Excellent written, oral, interpersonal skills with the ability to recognize and respond to sales opportunities and deliver persuasive sales presentations
Team player with the ability to work in a fast-paced environment
Ability to work independently
Proficiency in prioritizing tasks and meeting deadlines
Ability to effectively communicate and manage relationships
EEO Notice
Northwest Federal Credit Union is an Equal Opportunity Employer and will consider all qualified applicants without regard to race, color, age, religion, sex, sexual orientation, gender identity, genetic information, national origin, disability, protected veteran status or any other classification protected by law.
NWFCU complies with federal and state disability laws and makes reasonable accommodations for applicants and employees with disabilities. If reasonable accommodation is needed to participate in the job application or interview process, to perform essential job functions, and/or to receive other benefits and privileges of employment, please contact the Human Resources Department at 703-709-8900 or HRDepartment@nwfcu.org.
