Treasury Management Officer

About the role

This position reports to the VP, Treasury Management Manager. The Treasury Management Business Development Officer (TMBDO) will work independently and with Commercial Banking to identify businesses with Treasury Management needs, and educate external businesses about the Treasury Management products and services that Landmark Credit Union offers. A successful candidate must have sales experience and knowledge across treasury management tools and products, general business banking and deposit product solutions, and online business banking platforms. The TMBDO will play a vital role in the sales and implementation of Treasury Management depository products and services, serving as a subject‑matter expert and collaborating closely with multiple departments across Landmark Credit Union.

Requirements

• Bachelor’s degree in a related field preferred with a minimum of 5 years of banking experience in Business Banking, Cash Management, or Treasury Management; equivalent combination of education and experience will be considered.
• Certified Treasury Professional (CTP) designation is a plus.
• Demonstrated knowledge of Treasury Management solutions, including products that support businesses with automation, account reconciliation, and efficiencies gained by implementing banking technology.
• Ability to independently generate Treasury Management leads and prospects.
• Ability to clearly understand and articulate client needs, resulting in delivering solutions.
• Proficient in Microsoft Office Suite, including PowerPoint for presentations.
• Ability to use independent judgment and discretion in various situations while maintaining a high degree of confidentiality.
• Excellent oral and written communication skills, problem‑solving skills, organizational skills, negotiation skills, and the ability to work independently.
• Proven ability to independently organize work, balance multiple priorities, and manage a variety of duties in a high‑volume environment with strong attention to detail.
• Thorough understanding of company policies and procedures related to the position; compliance with all applicable state and federal laws and regulations.

Principal Accountabilities

• Identify new Treasury Management relationships externally as well as internally.
• Produce proposals with analysis statements, reviews, and competitive Treasury Management pricing/products/services.
• Cross‑sell Treasury Management products and introduce new ideas to existing clients.
• Retain and deepen existing member relationships.
• Communicate expectations and timelines effectively when onboarding new clients or new products.
• Review and recommend business deposit products and Treasury Management services based on current and emerging industry trends.
• Perform annual reviews and risk assessments for remote deposit capture, wire, and ACH relationships.
• Participate in analysis comparison, sales direction, and business prospect and member meetings.
• Conduct benchmarking analysis and make recommendations for rates and product features.
• Other duties as assigned.