Treasury Management Officer-Business Banking
About The Position
The Business Banking team actively calls on businesses that typically have annual revenue between $1MM and $20MM. The team includes relationship managers, client managers officers, treasury management officers and others that provide a suite of products and services that serve companies of this size. The objective of the group is to earn the title of trusted advisor and help these companies grow and prosper in our community. As the Treasury Management Officer – Business Banking, you are responsible for treasury management and payables sales activity in our Business Banking market segment. The position will both generate and respond to referrals and serve as a subject matter expert to introduce products and services to business banking and practice solutions clients.
Requirements
- 3+ years banking experience
- 2+ years in selling or supporting commercial or treasury services
- Demonstrates ability to prospect, network & influence at various levels within a company and with clients – very self-motivated
- Demonstrates effective interpersonal skills to partner across lines of business and with clients – be a team player
- Knowledgeable of Treasury Management products and services, corporate card and impacts on clients cash flow process
- Knowledgeable of credit and operational risks-ability to identify and alert team of potential exposure
- Knowledgeable of market/industry trends
- Demonstrates excellent communication skills (written & verbal)
- Demonstrates proficiency in Microsoft products (Word, Excel, PowerPoint)
Nice To Haves
- Bachelor’s degree
- Certified Treasury Professional (CTP)
- Certified Cash Management (CCM)
Responsibilities
- Build rapport and partner with business banking relationship officers and others to identify, target and build opportunities for Treasury Management solutions to meet and/or exceed established referral, sale/cross sale revenue goals which are defined in outlined performance objectives set by manager.
- Manage pipeline for accuracy.
- Maintain a clear understanding of the bank’s products and services to provide maximum support to prospects and clients.
- Identify market dynamics and communicate to management about new products, services, and trends.
- Serve our current and prospective clients to identify working cash flow opportunities, position bank products and services to enhance client efficiencies and drive fee income generation to the bank.
- Product line includes liquidity, receivables, payables and fraud protection services.
- Demonstrates services to prospects, when appropriate, through personal meetings or as part of a coordinated, multi-product sales presentation.
- Represent Treasury Management in internal/external settings and build brand awareness.
- Attend sales meetings and contribute as appropriate.
- Other duties as assigned.
Benefits
- Paid Time Off
- a 401(k) matching program
- annual incentive pay
- paid holidays
- a comprehensive company sponsored benefit plan including medical, dental, vision, and other insurance coverage
- health savings, flexible spending, and dependent care accounts
- adoption assistance
- an employee assistance program
- fitness reimbursement
- tuition reimbursement
- an associate wellbeing program
- an associate emergency fund
- various associate banking benefits
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
