About The Position

The Treasury Management Officer works in Commercial Banking, focused on healthcare, higher education, and nonprofit clients. The role generates new treasury management business and maintains client relationships. It leverages treasury product knowledge to develop and execute localized market and product strategies while partnering with Bankers, Client Service, Product Leadership across Core Cash, Card and Commerce Solutions, and Implementation teams.

Requirements

  • At least 6 years of cash management, sales, and relationship management experience.
  • Success developing new business, with a focus on prospecting and strong selling and negotiation skills.
  • Knowledge and understanding of Treasury Service products, credit and risk processes, overdraft management discipline, and pricing philosophy.
  • Excellent verbal and written communication skills.
  • Ability to develop strong working relationships with clients, colleagues, external centers of influence, and external consulting organizations.
  • Strong time management, organizational, and planning skills.
  • Demonstrated experience meeting or exceeding sales goals and a record as a top individual contributor.

Nice To Haves

  • Bachelor’s degree.
  • Certified Treasury Professional designation.
  • Strong creative solution and problem-solving abilities.

Responsibilities

  • Grow revenue by prospecting and sourcing new treasury management business while retaining and expanding existing customer relationships.
  • Create strategic dialogues about client-centric issues, incorporating best practices, industry benchmarking, opportunity quantification, and solution positioning.
  • Collaborate with bankers and clients at senior and strategic levels to provide integrated treasury solutions within a consultative, client-driven framework.
  • Independently lead business process reviews aligned with key client sales opportunities and engage industry solutions specialists for complex reviews.
  • Raise new solution ideas and partner with internal product stakeholders to represent the client perspective in the development and evolution of complex products and solutions.
  • Deliver thought leadership on working capital solutions to the market, prospects, and clients through roundtables, conferences, webinars, and professional media platforms.
  • Manage non-credit risk for the customer portfolio and monitor and enhance the profitability of assigned relationships.

Benefits

  • Competitive total rewards package, including base salary determined by role, experience, skill set, and location.
  • Eligible roles may receive commission-based pay and/or discretionary incentive compensation in cash and/or forfeitable equity.
  • Comprehensive health care coverage.
  • On-site health and wellness centers.
  • Retirement savings plan.
  • Backup childcare.
  • Tuition reimbursement.
  • Mental health support.
  • Financial coaching.
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