Treasury Management Officer

Bank of UtahSalt Lake, UT
10dOnsite

About The Position

This Treasury Management Officer is a senior-level, consultative sales role responsible for supporting complex commercial clients with sophisticated cash flow, payments, liquidity, and risk management needs. This position serves as a strategic advisor to larger, more complex business relationships and plays a critical role in driving treasury-related revenue growth, client retention, and enterprise solutions. This position requires deep treasury management expertise, advanced sales skills, and the ability to navigate complex client structures, high-dollar transaction volumes, and customized solutions.

Requirements

  • Bachelor’s degree in business, finance, or a related field
  • 5 + years of experience in banking, treasury management, cash management sales, commercial banking, relationship management, or lending.
  • Demonstrated experience supporting large commercial and/or commercial real estate clients with complex treasury needs.
  • Track record of success in consultative sales, relationship management, and revenue generation.
  • Experience partnering with commercial lenders or relationship managers on complex client relationships.
  • Advanced knowledge of treasury management products, processes, and regulatory considerations.
  • Strong consultative sales, communication, and relationship-building skills.
  • Ability to analyze financial information, identify client needs, and propose practical solutions.
  • Highly organized with the ability to manage multiple priorities and meet deadlines.
  • Proficient in Microsoft Office and banking technology platforms; strong attention to detail.
  • Equivalent combinations of education and relevant experience will be considered.

Responsibilities

  • Manage and grow a portfolio of large, complex commercial and CRE clients with advanced treasury management needs.
  • Proactively prospect new business relationships and expand existing ones through regular client outreach and needs assessments.
  • Partner with commercial lenders and relationship managers to identify cross-sell opportunities and deliver integrated banking solutions.
  • Perform in-depth analysis of client cash flow, payment systems, receivables, and risk exposure to design customized, multi-product treasury solutions.
  • Sell, implement, and support treasury products including: ACH services, wire transfers, and remote deposit capture Fraud mitigation tools (e.g., Positive Pay and other risk controls) Liquidity management solutions, sweep accounts, and information reporting Online and digital banking platforms and receivables optimization tools
  • Drive adoption and utilization of treasury services to enhance client efficiency and satisfaction.
  • Coordinate product setup, client onboarding, training, and ongoing service support.
  • Act as a problem-solver for client issues, ensuring timely resolution and high-quality client experience.
  • Maintain strong product knowledge and stay current on industry trends, technology advancements, and regulatory requirements.
  • Contribute to deposit growth, fee income, and client retention through effective relationship management.
  • Ensure all activities comply with applicable banking regulations, internal policies, and risk standards.

Benefits

  • Great work-life balance, with a Monday-Friday schedule
  • Competitive pay and benefits, including medical, dental and vision plans
  • 401(k) plan and match up to 5 percent in our employee stock ownership program (eligibility requirements must be met)
  • 12 paid bank holidays + paid time off, including paid parental leave
  • Volunteer opportunities to make a difference in the communities where you work and live
  • Awards and recognition to celebrate you and your colleagues for living the bank's values
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