Treasury Management Sales Support at Riverview Bank

Posted in Education about 11 hours ago.

Type: Full-Time
Location: Vancouver, Washington





Job Description:

You will find a lot more at Riverview Bank! Finding a place to grow, contribute and make a difference is what you will find working with us – it’s about you! We are looking for team members with vision, leadership, and that special can-do spirit. Riverview Bank strongly believes in investing in our team members, and in the communities we serve.


SUMMARY

Responsible for partnering with Branch Managers and other Branch team members, Business Development Officer, Cash Management Officer, Trust Officers, Commercial Relationship Managers, Merchant Sales Officer and other Merchant team members in leading the Bank’s service and implementation efforts in the promotion of cash management services and merchant bankcard services for businesses.  Functions as subject matter expert and resource for cash management and merchant bankcard products and services. Drive business growth by actively seeking opportunity to onboard and service new and existing clients. Responsible to represent Riverview in a professional manner in the community and to implement marketing strategies and solicitation programs to support customers as well as promote utilization of products and services to new and current customers. 

 

The salary for this role will be between $55,281 and $79,605 a year. The specific salary offered will depend on several factors including but not limited to applicant’s skills and prior relevant experience.  Hired candidate may be eligible for healthcare benefits, 401K plan, short term & long-term disability coverage, life insurance, vacation & sick time, educational assistance, and several holidays.  Certain roles are eligible for additional rewards.


 


ESSENTIAL DUTIES:



  • Possess and maintain expert knowledge on all deposit, cash management products and Merchant Bank Card, services, and processes.



  • Inform and educate clients regarding all cash management and deposit products and services and assist clients in selection of the most appropriate services for their needs.



  • Act as liaison between clients and appropriate Riverview service areas.



  • Provide quality customer service and problem resolution.



  • Contribute and provide feedback for the development of products and services to maintain competitive position in regional market.



  • Responsible for supporting Cash Management Sales Advisor and Merchant Services Sales Advisor.



  • Act as liaison among clients, Riverview, and merchant bankcard processing provider.



  • Provide quality customer service and problem resolution.



  • Work within the scope of Riverview marketing objectives and initiatives to develop Riverview visibility and customer base through ongoing social interaction and community involvement.



  • Promote a favorable image of Riverview in all business activities within the community.



 

Additional Duties and Responsibilities: 



  • May be called upon to assist in company-wide programs, presentations, and training



  • Stay informed of new and changing cash management and merchant bankcard products and services to provide most relevant and accurate information and advice to clients and Team members.



  • Attend ongoing training in cash management and merchant bankcard products and services.



  • Continuing education for personal and professional development.



  • Participate in and complete training objectives with passing scores.



  • Follow all Riverview policies and procedures.



  • Other duties may be assigned.



 

RELATIONSHIPS:



  • Daily contact with customers and prospective customers to service, implement, develop and maintain successful business relations - creating and utilizing opportunities to promote business and personal relationships.



  • Frequent contact with Branch, Cash Management, Business and Professional Banking, and Trust personnel to discuss customer and prospect relationships and provide and receive referrals.



  • Frequent contact with cash management product providers.



  • Frequent contact with merchant bankcard processing providers.



  • Frequent contact with support departments to receive information.



  • Provide coordination and cooperation when interactive with internal and external customers.



 

QUALIFICATIONS:

To perform this job successfully, an individual must be able to perform all essential duties. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

 


 EDUCATION AND EXPERIENCE REQUIREMENTS:

High school diploma or equivalent GED, and 5 years banking experience.

 

SKILLS:



  • Ability to read, analyze, and interpret general business periodicals, professional journals, technical procedures, or governmental regulations. 



  • Ability to write reports, business correspondence, and procedure manuals. 



  • Ability to effectively present information and respond to questions from groups of managers, clients, customers, and the general public



  • Ability to calculate figures and amounts such as discounts, interest, commissions, proportions, and percentages. 



  • Ability to apply concepts of basic algebra and geometry.



  • Ability to define problems, collect data, establish facts, and draw valid conclusions.



  • Ability to interpret an extensive variety of technical instructions in mathematical or diagram form and deal with several abstract and concrete variables. 



  • Ability to apply and communicate using management and leadership skills effectively.



  • Basic knowledge and ability to use Microsoft Office products and/or equivalent computer software applications.



 

PHYSICAL DEMANDS:

While performing the duties of this job, the employee is regularly required to effectively communicate via phone/video, messaging, and email. The employee is required to use computer and office equipment such as a computer, printer, copier, as well as computer software such as Microsoft Office. You may also frequently be required to occupy a workstation for long periods of time. 

 

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

 

COMMENTS:

In supporting the accomplishment of company and departmental goals, it is the employee’s responsibility to do all that is necessary to develop business relationships and provide quality service to customers and fellow employees while furthering the positive image and interests of Riverview Bank. It is also the responsibility of this position to continually strive to maximize skills and professional growth both personally and for employees.

Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities
The contractor will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant. However, employees who have access to the compensation information of other employees or applicants as a part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by the employer, or (c) consistent with the contractor’s legal duty to furnish information. 41 CFR 60-1.35(c)

Commercial Lending





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