Treasury Management Client Relationship Manager

One Community Bank•Oregon, WI

About The Position

The Treasury Management Client Relationship Manager retains and expands an assigned portfolio of business clients by strengthening Treasury Management and deposit relationships. The role provides cash-management solutions, consistent guidance, and responsive support while helping grow the bank’s core deposits. The manager serves as the primary Treasury Management officer and day-to-day contact for assigned clients, maintains regular client contact, identifies opportunities, leads relationship reviews, and recommends appropriate solutions. The role also provides expertise to current and prospective clients, coordinates with internal partners, oversees implementations and ongoing service, resolves issues, tracks competitor offerings and market trends, and represents the bank at community events. Local coverage and occasional travel may be required. One Community Bank began in 1976 as a single location in Oregon, Wisconsin, and has grown to 19 locations. The bank describes its tenets as Invest in Relationships, Trust the Team, See the Upside, Encourage New Ideas, and Think Big. It states that it has been voted a Top Work Place eight years in a row.

Requirements

At least 3–5 years of banking experience or related experience.
Excellent written and verbal communication skills.
Strong problem-solving skills.
Microsoft Office skills.

Responsibilities

Serve as the primary Treasury Management officer and day-to-day point of contact for an assigned client portfolio.
Maintain a regular calling cadence with existing clients to uncover needs, align with established goals, and develop commercial deposit and Treasury Management opportunities.
Lead relationship reviews and recommend cash-management solutions, including ACH origination, Remote Deposit Capture, business online banking, IntraFI, and Positive Pay/Blocks and Filters.
Provide Treasury Management expertise in meetings with current and prospective clients and coordinate closely with internal partners.
Oversee implementations and ongoing service support; resolve issues promptly and communicate clearly through completion.
Stay current on competitor offerings, rates, and market trends.
Partner with Commercial Bankers, Retail leadership, Portfolio Managers, Operations, and Treasury Support.
Represent the bank at community events and provide local coverage, including occasional travel.
Check client activity, follow up on open service items, document notes, confirm next steps, and plan upcoming relationship reviews.