Cannabis Relationship Specialist

At First Fidelity Bank, we are looking for talented, enthusiastic team members with a passion for service excellence. Our employees are critical to our overall success. We invest in our employees by providing excellent training and development, as well as advancement opportunities. We offer our employees a family environment, great benefits, competitive pay and paid time off for work/life balance. We are dedicated to giving back to the communities we serve, and we encourage our employees to participate in charitable giving and volunteer opportunities. One of our Core Values is to provide a caring place to work where people truly enjoy coming to work each day. Colleagues of First Fidelity Bank take pride in working here, make lasting friendships and have fun!

SUMMARY

Sells and implements the Bank's treasury management services and depository products specializing in high risk clients bank-wide. Responsible for expanding depository relationships with new and existing clients, including cash-intensive businesses, in order to meet or exceed deposit and non-interest fee income goals. Actively manages complex client relationships in collaboration with other departments. Acts as a liaison between clients and the Bank's service departments to support sales implementation and service issues. Monitors market conditions and trends so that the Bank remains competitive in product offerings and pricing.

PRIMARY DUTIES/RESPONSIBILITIES:

Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities and activities may change at any time with or without notice.

• Analyzes client's deposit relationships, treasury functions, and cash flow to develop customized treasury services proposals.
• Regularly meets with business owners, CFOs, and Controllers for consultation and presentation of proposals.
• Serves as the primary liaison to third party vendors and works with vendors to ensure due diligence, regulatory compliance, client transparency and profitability.
• Must be an expert in utilization of software required to meet compliance and due diligence requirements.
• Prepares and presents cost/benefit analyses and pricing recommendations utilizing the Bank's pricing model.
• Ensures the preparation and collection of all documentation required for regulatory compliance, due diligence and approval of new clients, including cash-intensive businesses.
• Accepts applications for ACH Origination, prepares credit memorandums, and makes approval recommendations according to consistent underwriting standards for clients within their portfolio.
• Communicates effectively with support departments to ensure thorough implementation of services and adequate support to clients.
• Provides training and support to business clients regarding treasury products.
• Maintains cooperative and productive working relationships with all departments of the Bank.
• Regularly attends and participates in sales meetings with all business groups in the assigned market.
• Accurately reflects department sales activity and income volume in Salesforce.
• Identifies referral opportunities for other Bank services, such as commercial lending, merchant services, and investments.
• Provides competitive information on products and services to the product development officer.
• Position requires regular travel and occasional travel outside of the city.