Business Treasury Officer
Job Details
Experienced
Lynnwood Branch - Lynnwood, WA
Full Time
High School
Day
Banking
Description

Please Note: Full vaccination against COVID-19 is a requirement for employment at 1st Security Bank of Washington.  Accommodations for sincerely held religious beliefs or medical conditions contraindicating the vaccination may be requested.  Requests for required forms should be directed to careers@fsbwa.com.

 

A GREAT PLACE TO WORK AND BANK  

Join our team!  1st Security Bank team members deliver service that "WOWs" each other and our customers. We value relationships, teamwork, community, and professional growth in a safe, friendly, and progressive workplace. We celebrate diversity and support equality for all. If you share these core values and are committed to career excellence, let us help you reach your dreams!

1st Security Bank is looking to find a dynamic individual to fill our Business Treasury Officer position at our Lynnwood Branch! If you are the type of individual that would enjoy working at one of the Puget Sound's Best Places to Work for 6 years in a row and focuses on providing an exceptional client experience, then 1st Security Bank is the place for you. 1st Security Bank was named a bronze medal winner in its class in the Puget Sound Business Journal's Best Workplaces contest in its first year nominated and is also consistently rated a 5 star Bank in Washington State by Bauer Financial, an independent bank rating firm.

 

POSITION SUMMARY:

Key responsibilities are working with the Retail Market Managers, Branch Managers and Community Business Banking Officers (CBBO’s) to assist in deepening the business client relationship by cross selling our suite of Treasury Products, including but not limited to Business Online Banking, Remote Deposit Capture, and Positive Pay. Must be able to analyze bank statements and create proposals for clients timely and accurately. Must have strong written and verbal communication with customers, employees, and with business principals to attract their full deposit and cash management relationships.  Must be proficient at calling on businesses, documentation, tracking results, implementation, and follow up.

 

Responsibilities for sales, service, leveraging partnerships, teamwork and must be able to provide fulfilment requests for Treasury Management Products.

 

ESSENTIAL DUTIES AND RESPONSIBILITIES include the following:

  • Adheres to 1st Security Bank core values, policies, and procedures along with audit and compliance standards as well as our mission and vision statement. Is a subject matter expert in Cash Management products, services and takes the lead on business requests for proposals for the Retail Branch markets and Community and Business Banking
  • Achieves assigned goals for Retail Banking business deposit growth
  • Regularly conducts in-person or virtual calls with Personal Bankers, Branch Managers, Market Managers, CBBO’s and the Director of Community and Business Banking
  • Follows up on referrals timely and provides feedback to the bankers, including closed and lost deals
  • Engages in business development activities for new business prospects
  • Provides cross training to Personal Bankers, Branch Managers and CBBO’s to include feedback and follow through
  • Participates in various internal committees assigned by Leadership
  • Maintains an advanced knowledge of financial industry status and trends
  • Refers inquiries to the appropriate department or person and verifies, as needed, the necessary follow through with customers and/or employees involved.
  • Provide leadership by actively supporting assigned branches with onsite help with prospects and deepening current client relationships
  • Assumes responsibility for special projects; gathers data and shares knowledge
  • Meets weekly with the Market Manager’s and Community & Business Banking Director via phone, zoom, or in person
  • Attends team meetings with respected teams
  • Provides completed Cash Management packages to business partners timely and with accuracy
  • Supports management decisions and goals in a positive, professional manner and represents the Bank with a high level of integrity
  • This position must travel
  • Performs other duties as assigned

 

YOU WILL BE ELIGIBLE FOR:

  • Full medical, dental, and vision coverage for individual or family plan.
  • Life insurance.
  • Long- and short-term disability insurance.
  • 401K matching program.
  • Paid sick and vacation time.

 

OUR CORE VALUES:

  • Relationship Driven - we strive to "WOW" (surprise, excite and delight) each other and our customers.
  • Ethical - fair, honest and act with integrity. 
  • Lead by Example maintain a positive attitude, show respect for others, and have some fun!
  • Accountable - we take our responsibilities seriously and we meet our commitments with urgency.
  • Team Player - dependable, enthusiastic contributor to team success and to the greater good of the bank.
  • Embrace Dreams - we encourage each other to reach for our dreams.
  • Diversity - we celebrate diversity and support equality for all.
  • Community Oriented - we actively support our communities and the Bank's CRA initiatives.
  • Open and Honest Communication - always professional, responsive, and timely.
Qualifications

EDUCATION and/or EXPERIENCE:

  • Degree in business, marketing or finance preferred or equivalent work experience of at least five years of banking experience in a sales or management position.
  • Proven success in establishing new business relationships and consistently achieving production goals.
  • Demonstrably very well-organized as to time management, contact management, records management.
  • Ability to demonstrate compliance with all bank regulations that pertain to this position; must be able to keep up to date on regulation changes.
  • Knowledge of key bank regulations, including, but not limited to, Know Your Customer, the Bank Secrecy Act, and Anti-Money Laundering policies, procedures, and related programs.

 

COMPUTER SKILLS:

To perform this job successfully, an individual should be proficient in Microsoft Office Products and other Database software.

 

PHYSICAL DEMANDS AND WORK ENVIRONMENT:

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.  The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job.  Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

  • The employee will operate in a general office environment, using office equipment such as a phone and a computer.  The employee must be able to bend and squat occasionally when accessing safety deposit boxes or storage. 
  • The employee will be required to use transportation to visit client and potential client businesses in a variety of industries and work environments.
  • The noise level in the work environment is usually quiet to moderate as compared to a private office with light foot traffic and office equipment.  The employee must be able and willing to interact frequently with the general public.

 

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