Qureos Mentor

Peoples Security Bank & Trust Company

<div>Description:

General Responsibilities
The Business Development Officer - Treasury Management is responsible for driving new core deposit growth for Peoples Security Bank &amp; Trust through the acquisition of new treasury management relationships. This role is primarily focused on sourcing, developing, and onboarding new commercial, nonprofit, and municipal clients whose operating accounts and liquidity needs align with the Bank&rsquo;s strategic growth objectives. This position partners closely with Commercial Relationship Managers and Treasury Support teams to deliver consultative cash management solutions while strengthening the Bank&rsquo;s deposit base.
Essential Duties<ul><li>
Proactively identify, prospect, and develop new treasury management relationships with a primary focus on operating deposits and liquidity balances</li><li>
Build and manage a consistent pipeline of new deposit-focused opportunities</li><li>
Conduct discovery meetings to understand client cash flow cycles, liquidity needs, and payment practices</li><li>
Recommend and sell treasury management solutions including business checking, money market accounts, ACH, wires, remote deposit capture, and fraud mitigation services</li><li>
Partner with Commercial Relationship Managers to support new relationship acquisition and deepen existing relationships</li><li>
Coordinate onboarding and implementation with Treasury Support team</li><li>
Achieve assigned annual goals for deposit growth, treasury revenue, and new client acquisition</li><li>
Maintain accurate pipeline, activity, and forecasting data in the Bank&rsquo;s CRM system</li><li>
Represent the Bank at networking events, community organizations, and industry functions</li><li>
Maintain working knowledge of treasury products, pricing, and competitive market trends</li></ul>
Ancillary Duties<ul><li>
Actively represents the Bank in public relations and other related community activities.</li><li>
Performs tasks which are supportive in nature to the essential functions of the job, but which may be altered or re-designed depending upon individual circumstances.</li></ul>
Physical Requirements
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 essential functions. While performing the essential job functions of this position, the employee is regularly required to sit, stand, talk, hear, walk, use hands and fingers, handle or feel objects, and reach with hands and arms. At times required to stoop, kneel, bend, crouch and lift up to 25 pounds. This position requires regular use of a computer.
Requirements:

Education/Training: A Bachelor&rsquo;s degree in Business, Finance, or a related field is preferred; additional specialized training in treasury management, commercial banking, or business development is beneficial.
Skill(s): Strong consultative selling and relationship-building abilities; demonstrated analytical capability; effective independent work habits combined with strong cross-team collaboration; solid understanding of business development practices and deposit-growth strategies.
Experience: A minimum of three (3) years of experience in treasury management, commercial banking, or business development, including a proven record of sourcing new business opportunities and generating deposit growth.</div>

Business Development Officer

<div>Description:

General Responsibilities
The Investment Officer is responsible for delivering high quality investment guidance, portfolio management, and relationship support for trust, estate, and wealth solutions clients. This role combines analytical investment expertise with strong interpersonal skills to help clients achieve long term financial goals while meeting fiduciary standards. Candidates should bring at least three years of experience in investments, wealth management, or a related advisory function.
Essential Duties<ul><li>
Develop, implement, and monitor customized investment strategies for trust, agency, and high net worth client portfolios.</li><li>
Conduct ongoing portfolio reviews, asset allocation analysis, and performance reporting aligned with client objectives and risk tolerance.</li><li>
Participate in client meetings to explain investment philosophy, market outlook, and portfolio positioning in clear, accessible terms.</li><li>
Collaborate with trust officers, commercial and retail relationship managers, and estate planning professionals to support holistic client service.</li><li>
Perform security research and due diligence across equities, fixed income, mutual funds, ETFs, and alternative investments as appropriate.</li><li>
Prepare investment proposals, recommendations, and documentation consistent with internal policies and fiduciary standards.</li><li>
Monitor economic trends, market developments, and regulatory changes that may impact client portfolios.</li><li>
Support new business development by participating in prospect meetings and preparing investment analyses for proposals.</li><li>
Maintain accurate records, adhere to compliance requirements, and uphold all fiduciary obligations.</li></ul>
Ancillary Duties<ul><li>
Actively represents the Bank in public relations and other related community activities.</li><li>
Performs tasks which are supportive in nature to the essential functions of the job, but which may be altered or re-designed depending upon individual circumstances.</li></ul>
Physical Requirements
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 essential functions. While performing the essential job functions of this position, the employee is regularly required to sit, stand, talk, hear, walk, use hands and fingers, handle or feel objects, and reach with hands and arms. At times required to stoop, kneel, bend, crouch and lift up to 25 pounds. This position requires regular use of a computer.
Requirements:

Education/Training: Bachelor&rsquo;s degree in finance, economics, business, or a related field; progress toward or completion of professional designations such as CFA, CFP, or CTFA preferred.
Skill(s): Strong understanding of asset allocation, investment products, capital markets, and portfolio construction; ability to translate complex investment concepts into clear, client-friendly explanations; proficiency with portfolio management systems, financial analysis tools, and Microsoft Office applications; knowledge of trust accounts, fiduciary standards, or regulated investment environments preferred.
Experience: Minimum of three (3) years of experience in investments, portfolio management, financial planning, or wealth management; experience working with trust accounts or in a fiduciary or regulated investment environment.</div>

Investment Officer – Trust & Wealth Solutions

Join Peoples Security Bank & Trust Company and explore 2   exciting career opportunities. They're hiring for various roles with options for remote or on-site work. Apply today and become part of their innovative team.

Peoples Security Bank & Trust Company

About Company

Business Development Officer

Investment Officer – Trust & Wealth Solutions