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Quad City Bank & Trust · 2 days ago

Manager of Treasury Management Services

Davenport, IA

Full-time

Onsite

Mid Level

3+ years exp

Quad City Bank & Trust is seeking a Manager of Treasury Management Services who will oversee the implementation of Treasury Management products and services while leading the Treasury Management Services team. This role involves collaborating with various teams to enhance client satisfaction, manage service-related issues, and drive business development efforts.

BankingCommunitiesFinancial ServicesVenture Capital

Responsibilities

Oversee the department’s recruitment, selection, performance management, training, coaching and development of team members

Set and monitor annual goals and performance incentives for the service team

Ensure accurate documentation, including signature cards, agreements, and analysis statements

Monitor and coordinate Treasury Management Department workflows, review for process improvements, and implement changes as needed

Provide input to policies, procedures, and agreements for Treasury Management products and services to ensure they meet regulatory requirements

Collaborate with business lines throughout the bank to identify sales opportunities and cross-sell bank services

Research client/prospect data to perform needs analysis, financial/cost-benefit analysis, and prepare customized sales proposals and presentations

Conduct business development and servicing calls to client locations, sometimes accompanied by other officers

Assess client needs and recommend effective strategies for products and services

Ensure the full integration of the bank’s products and services with existing client relationships

Provide on-site installation, technical support and training for treasury management clients

Assist with the development and introduction of new products, including assisting with outside sales, training, and implementation

Identify prospective users of products and expand product revenue through sales to new and existing customers

Follow a consultative sales approach to assess customer needs, propose solutions, and structure pricing based on value provided or market conditions

Coordinate with internal teams and external vendors for implementations, system upgrades, and product testing

Maintain current industry knowledge and remain up to date on trends and product developments to improve offerings and client experience

Participate in community events which may be professional, civic or community groups

Comply with all company or regulatory policies, procedures and requirements applicable to this position

Foster and preserve a culture of inclusion

Additional duties and responsibilities may be required to support the company’s mission, vision and values

Qualification

Treasury managementClient serviceLeadership skillsFinancial analysisBanking softwareCommunication skillsOrganizational skillsConfidentialityTeam collaboration