AVP/Treasury Management Relationship Officer

Responsibilities

• Support the development and expansion of the Bank’s Treasury Management function by serving as a Treasury Management product and relationship resource to clients and internal partners.
• Partner with Commercial Lenders, Corporate Banking, Business Banking, Retail Banking and other internal stakeholders to identify Treasury Management needs, support client engagement strategies, and recommend appropriate product solutions.
• Participate in client and prospect discussions to assess Treasury Management needs and identify appropriate product and service opportunities.
• Serve as a Treasury Management subject matter expert to internal partners and clients, providing guidance on products, services, technology, client applications, and solution positioning.
• Develop and deliver Treasury Management presentations, client proposals, pricing support analyses, and related materials that align client needs with Bank capabilities.
• Review clients’ Treasury Management services utilization, client feedback, and market trends to identify opportunities to improve product positioning, strengthen client engagement, and support future growth.
• Collaborate with internal stakeholders to promote awareness and understanding of Treasury Management products, services, and client applications.
• Support disciplined pricing discussions by reviewing pricing analyses, fee considerations, and product recommendations in accordance with Bank policies and procedures.
• Maintain current knowledge of Treasury Management trends, competitive offerings, and applicable federal and state regulations to support informed recommendations and compliant execution.
• Build and maintain effective relationships with internal partners and clients through consultative communication, sound judgment, product knowledge, and responsive follow-through.
• Support client retention and relationship development by promoting appropriate use of Treasury Management services and identifying opportunities to enhance client engagement.
• Partner with the Treasury Management Manager and other internal stakeholders to support a consistent client experience and ongoing utilization of Treasury Management products and services.

Qualifications

• Bachelor’s degree in a related field or equivalent experience required.
• Minimum of 3 years of experience in Treasury Management, commercial banking, cash management, client relationship support, business development support or a related financial services environment required.
• Strong knowledge of Treasury Management products, services, and client applications within a commercial banking environment.
• Demonstrated ability to support client relationship management, product consultation, business development support, Treasury Management solutions, or related client-facing initiatives within a financial services environment.
• Proven ability to build credibility with clients and internal partners through consultative communication, sound judgment, and effective relationship management.
• Experience preparing and delivering presentations, proposals, product recommendations, and solution-oriented materials.
• Proficiency in Microsoft Office applications.
• Excellent written and verbal communication skills.
• Excellent customer service skills.
• Strong attention to detail.