Treasury Management Officer- Owensboro, KY

Independence Bank • Henderson, KY

13d • Onsite

About The Position

The Treasury Management Officer sells the Bank’s depository and treasury management services to existing and prospective clients, while supporting customer retention through relationship management and customer service. The position manages business development, client retention, deposit growth, portfolio quality, fee income, referrals, client satisfaction, and knowledge of treasury management solutions. It is based in Owensboro, Kentucky, and is not eligible for remote work.

The role works with commercial clients, sales officers, commercial lenders, and the treasury management support team to identify client needs, recommend solutions, implement services, and resolve product issues. It also includes preparing proposals, responding to RFPs, negotiating pricing, conducting annual reviews for top-tier commercial clients, and assisting with annual Remote Deposit Capture audits. The listed responsibilities are a summary and may include other duties assigned by a supervisor.

Requirements

• Bachelor’s degree in business, finance, or a related field.
• At least three years of proven sales experience; financial sales and/or treasury management experience is preferred.
• Computer competency is required.
• Strong customer service skills.
• Oral and written communication skills.
• Attention to detail.
• Analytical thinking and judgment skills.
• Ability to work as part of a team.
• Ability to multitask.
• Presentation skills.
• Occasional travel to meet with clients and visit market locations.
• Ability to perform sedentary work, including occasional lifting or carrying of items weighing up to 10 pounds, and occasional walking and standing.

Nice To Haves

• Financial sales and/or treasury management experience.
• Experience with Microsoft Word, Excel, and PowerPoint.

Responsibilities

• Manage business development, client retention, deposit growth, portfolio quality, fee income, referrals, client satisfaction, and knowledge of treasury management solutions.
• Call on new and existing commercial clients to develop and sell treasury management products and services; review assigned clients and identify opportunities based on their needs.
• Work with other sales officers to identify new deposit sources, acquire full client relationships, and meet monthly and quarterly deposit goals while maintaining profitability.
• Identify referrals to other lines of business, including consumer and commercial loans, personal accounts, and wealth management.
• Conduct annual treasury management reviews for top-tier commercial clients.
• Maintain current knowledge of treasury management sales programs, products, services, and applicable federal and state regulatory and compliance requirements.
• Partner with commercial lenders during pre-proposal discussions to understand client needs and determine preferred solutions.
• Provide quality service to internal and external customers and educate customers about service features, benefits, and value.
• Complete documentation, bank-system implementation, and customer setup for treasury management products and services.
• Partner with the treasury management support team to support smooth customer transitions and troubleshoot product issues.
• Analyze bank statements, prepare proposals, and respond to Requests for Proposals (RFPs).
• Negotiate pricing to optimize the profitability of product and service solutions.
• Assist with annual Remote Deposit Capture audits.
• Perform other duties as assigned by a supervisor.

Benefits

• The company describes a culture that supports employee growth, authenticity, enjoyment at work, and feeling valued.
• The company celebrates holidays and employees, including occasional gifts or trips.
• The company invests more than $1 million each year in its communities through its “Local Love” commitment.
• The company states it has been named a Best Place to Work in Kentucky more than 18 times.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level