Treasury Management Development Officer

Responsibilities

• Proactively identify, pursue, and acquire new commercial and business banking deposit relationships to expand the bank’s customer base.
• Develop and execute targeted business development plans focused on market growth, deposit acquisition, and revenue generation.
• Partner closely with commercial lenders to refer credit/loan needs, with treasury management to provide cash management and payment solutions, and with the retail banking team to ensure smooth onboarding and cross-sell opportunities.
• Serve as the primary contact for new business clients, ensuring a seamless transition into the bank and high-quality customer experience.
• Represent the bank at networking events, chamber of commerce meetings, and other community activities to strengthen visibility and build referral sources.
• Conduct in-depth financial assessments to deliver tailored banking solutions for the customer’s deposit and treasury products needs.
• Perform additional duties as assigned by manager.

Requirements

• To identify, evaluate, monitor and make any recommendation deemed necessary to their respective Risk Management Committee in order to assess, reduce, eliminate or control any current or prospective risks to earnings or capital arising from violations of, or nonconformance with, laws, rules regulations, prescribed practices, internal policies and procedures or ethical standards.
• Ensure preventive measures are carried out to fully comply with current rules, regulations and internal policies relating to risks pertaining to BSA, USA Patriot Act, OFAC and other AML related issues.