Treasury Management Solutions Officer 2 (On-Site)

Community Financial System, Inc. • Buffalo, NY

1d • $66,000 - $108,804 • Onsite

About The Position

The Treasury Management Solutions Officer 2 is responsible for developing and managing a portfolio of commercial clients, focusing on deposit growth and treasury management services. This role involves providing professional sales and customer service support for treasury management solutions, assisting clients with product information, proposals, research, and problem resolution.
As an integral member of the Treasury Management Solutions Department, this position is responsible to assist the Bank and the Department in achieving goals.

Requirements

• Bachelor’s Degree in Finance, Business or related field, or equivalent job experience specializing in banking and sales training.
• All applicants must be 18 years of age or older.
• Expert interpersonal and leadership skills
• Superior verbal/written communication and presentation skills
• Thorough proficiency of the bank’s deposit/ and account analysis system
• Superior proficiency with Power Point, Word Excel, and Adobe Products
• Valid driver’s license
• Ability to adapt to change
• Excellent multi-tasking, problem solving and decision making skills
• Self-starter
• Minimum of 5 years’ sales experience with at least 3 in the Treasury management area.

Responsibilities

• Develop and maintain relationships with commercial clients to understand their needs and identify opportunities for tailored treasury management solutions.
• Implement sales and service strategies to sell treasury management products and services to commercial clients.
• Provide consultative counseling to clients and internal teams to achieve goals and enhance client satisfaction.
• Coordinate and schedule proposals, presentations, and demonstrations for treasury management products and services.
• Assist commercial clients by researching and resolving issues related to treasury management services.
• Stay updated with market trends in deposit and treasury management and provide analysis and advice to the team.
• Partner with Relationship Managers and Customer Service Managers to present a team approach in attracting and managing customer relationships.
• Track and report on key performance metrics related to treasury management services and client satisfaction.
• Identify and pursue opportunities to cross-sell additional financial products and services to existing clients.
• Maintain proficient knowledge of, and demonstrate ongoing compliance with all laws and regulations applicable to this position, ensure ongoing adherence to policies, procedures, and internal controls, and meet all training requirements in a timely manner.

Benefits

• 11 paid holidays
• paid vacation
• Medical, Vision & Dental insurance
• 401K with generous match
• Pension
• Tuition Reimbursement
• Banking discounts

What This Job Offers

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