2602-3 VP-Treasury Management Officer

Essential Duties

• Develop and implement Treasury Management functions at the Bank.
• Solicits, establishes, and maintains new commercial banking relationships for the bank with a focus on treasury management products and core deposit growth.
• Co-ordinate calling activity with Relationship Managers/s/Commercial Lenders to ensure commercial deposits are gathered and treasury management products are sold to new commercial loan customers or other business clients.
• Attend Relationship Manager sales meetings regularly and serve as a key product partner for treasury management.
• Develops and executes sales presentations for customers/prospects. This includes formal written and oral presentations in response to requests for proposals as well as in the regular course of business.
• Demonstration of products and services to prospective clients.
• Ensures the proper on-boarding of new treasury management customers with the help of the treasury management support group/deposit operations.
• Regularly review existing portfolios to identify unexplored opportunities with current clients.

Additional Duties

• Conducts regular Treasury Management training sessions and product updates for relationship managers, underwriters, and client support personnel.
• Develops an understanding of market pricing and available fee opportunities, including a broad knowledge of budget projections and revenue components.
• Develops Remote Capture services.
• Enhances current cash management services for new and existing clients.

Required Skills/Abilities

• Strong knowledge of treasury service and cash management skills.
• Banking knowledge, including various federal regulations and bank policies and procedures and responsibilities relating to each.
• Ability to read, analyze and interpret financial reports and/or legal documents.
• Ability to write procedures, routine reports, and business correspondence.
• Ability to rationalize and make on-the-spot decisions regarding customer transactions and resolve customer problems.
• Ability to effectively present information to top management, clients, public groups, and/or boards of directors.
• Advanced technology skills: computer, phone, email, internet, mobile app, etc.

Education And Experience

• Bachelor’s degree in related field or equivalent combination of education and experience preferred.
• 5+ years financial services experience
• 2+ years business development