Founded in 1963, FirstBank maintains more than $20 billion in assets and operates over 100 branch locations across Colorado, Arizona and California. Its growth can be attributed to one simple philosophy: do right by customers, communities and employees, which is at the center of the company’s “banking for good” mantra. FirstBank believes that diversity, equity, and inclusion are part of everything we do, both within and outside our company, and prides itself in hiring and training a diverse and talented group. We strive to not only maintain a diverse workforce, but also ensure our employee experience garners a sense of belonging, is inclusive and equitable. FirstBank believes that a company is nothing without the people that comprise it, and prides itself in hiring and training a diverse and talented group. By joining the FirstBank team you will experience its great team culture with ample opportunity for growth. There’s an opportunity for everyone with positions all across the company, from Teller and Call Center to Technology and Lending. Apply today to learn more and join the team!

A Brief Overview

The Treasury Management Development Specialist consults with existing customers, and prospects to determine appropriate TM solutions and services. The Specialist works in partnership with a designated market to train staff on TM products and solutions, collaborate on calls, and develop sales strategy. The TM Specialist attends networking events and represents FirstBank in the business community.

What you will do

• Consult with prospects, customers, and market staff to determine appropriate TM solutions.
• Perform account analysis to recommend Treasury Management products and solutions for new and existing customers.
• Prepare customer sales packets and marketing materials.
• Lead Treasury Management client meetings.
• Train assigned market on TM products, services, and sales strategies.
• Facilitate product installations, setups, and trainings for business clients.
• Maintain and cultivate sales pipeline by expanding relationship with existing customers and new commercial clients.
• Attend networking events and represent FirstBank in the business community.
• Assist management with the preparation of Request for Proposals (RFPs).
• Maintain up to date knowledge of Treasury Management products and services.
• Understand the client’s business environment and industry.
• Build relationships and foster collaboration with assigned market, onsite and remotely.
• Meet established sales goals expectations.
• Perform other duties and projects as assigned.
• Understand and comply with all provisions of the Safety in the Workplace policy.

Minimum Requirements

• Typically requires a minimum of 2 years related experience
• Must be fluent in English and Mandarin

Preferred Requirements

• Business Banking experience
• Consultative sales and financial products knowledge
• Experience with Customer Relationship Management systems such as Salesforce

Knowledge, Skills, and Abilities

• Excellent understanding and knowledge of all TM products and solutions
• Strong understanding of business banking, customer service, and sales strategies
• Effective decision-making, and problem solving skills
• Strong attention to detail and organizational skills
• Ability to focus on multiple priorities without degradation in the quality of work produced
• Effective time-management skills
• Strong initiative and self-motivated
• Excellent verbal and written communication skills
• Working knowledge of Microsoft Word and Excel and a willingness to learn new bank systems, products, and programs
• Ability to communicate skillfully and professionally

Working Conditions and Physical Requirements

• Frequently remains stationary throughout a typical business day
• Frequently operates a computer and other office machinery, such as a calculator, copy machine, and computer printer
• Occasionally moves about inside the office to access file cabinets, office machinery, and other rooms
• Occasionally positions self to access drawers and shelves of various heights
• Frequently reaches for and handles paperwork and files
• Constantly communicates with customers, coworkers, and management in-person and on the phone
• Must be able to exchange accurate information

Salary Range

$25.80 Per Hour to $34.43 Per Hour

Statement of Benefits

FirstBank offers a suite of benefits that support our employees’ professional, financial, physical, emotional and spiritual well-being. Benefits currently offered with our positions include: Paid Time Off/paid leave programs, 401K/Employee Stock Ownership, United Healthcare medical, MetLife dental, VSP vision, Employee tuition reimbursement, Volunteer Time Off, Short-Term Disability, Long-Term Disability, and Group Life Insurance/AD&D

This Job may be eligible for the:

• Treasury Mgmt Development Incentive Plan

FirstBank is an EOE/Affirmative Action employer. All qualified applicants will receive consideration for employment without regard to age, race, color, religion, sex, sexual orientation, gender identity, national origin, genetic information, disability, veteran status, or any other applicable status protected by state or local law. FirstBank does not permit pay inequities. Anyone who believes they have been subject to pay inequity should immediately report their concerns to the Human Resource Department.

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)