Treasury Management Business Development Officer - Evansville / Henderson

About the Role

A Treasury Management Business Development Officer identifies and creates treasury management solutions for companies, associations, organizations, and municipalities, resulting in depository relationships. This role involves mining and servicing a personal deposit portfolio while identifying cross-sell opportunities with other areas of the bank.

Responsibilities

• Originate new treasury management relationships through networking and mining efforts.
• Cross-sell Treasury Management Products for your own portfolio and partner with Commercial Banking, Private Banking, and Business Banking to assist with depository and treasury sales.
• Develop proposals in response to RFPs.
• Maintain and service a significant depository portfolio as the primary account officer.
• Implement routine calling and servicing standards for the depository portfolio.
• Oversee special projects as needed.
• Provide operational support for all Treasury Management Products.
• Work with the Treasury Implementation and Service Team to ensure a smooth transition for new customers.
• Review customer accounts to ensure proper account type and handle inquiries or resolve issues.
• Assist branches in calling efforts and attend department meetings to educate other lines of business on Treasury Management Products.

Requirements

• BS/BA in business or finance.
• 3–5 years of sales experience in the banking industry.
• Proficient with Microsoft Office applications.
• Positive attitude and professional appearance.
• Certified Cash Manager (CCM) or Certified Treasury Professional (CTP) preferred.

Working Conditions

• Primarily sedentary work performed in an office environment.
• Ability to sit for extended periods while working at a computer.
• Frequent use of hands and fingers to operate a computer, keyboard, mouse, and other office equipment.
• Must be able to speak clearly and hear well enough to communicate with clients, team members, and vendors via phone, video, and in person.
• Visual acuity sufficient to read computer screens, printed documents, and financial data.
• Occasional standing, walking, bending, or reaching.
• Ability to lift and carry up to 10–15 pounds occasionally (e.g., files, office supplies).
• Significant time spent outside the bank calling on prospective relationships and assisting lenders on sales calls.

Benefits

• 401(K) with a company match of up to 6%.
• ESOP employer match.
• Medical, dental, and vision insurance.
• Cancer/disease and accident insurance.
• Flexible Spending Accounts and Health Savings Accounts.
• Bank-paid Life/AD&D insurance.
• Voluntary Life/AD&D insurance.
• Bank-paid Short-Term and Long-Term Disability insurance.
• Employee Stock Purchase Plan.
• Employee Assistance Program.

Schedule

Monday – Friday, 8:00 AM – 5:00 PM.