Treasury Management Officer-Business Banking
About the role
The Treasury Management Officer – Business Banking is responsible for treasury management and payables sales activity in the Business Banking market segment. The position involves generating and responding to referrals, serving as a subject matter expert, and introducing products and services to business banking and practice solutions clients.
Responsibilities
- Build rapport and partner with business banking relationship officers and others to identify, target, and build opportunities for Treasury Management solutions.
- Generate and respond to referrals and serve as a subject matter expert to introduce products and services to business banking and practice solutions clients.
- Manage pipeline for accuracy and maintain a clear understanding of the bank's products and services to provide maximum support to prospects and clients.
- Identify market dynamics and communicate to management about new products, services, and trends.
- Serve current and prospective clients to identify working cash flow opportunities, position bank products and services to enhance client efficiencies, and drive fee income generation to the bank.
- Represent Treasury Management in internal/external settings and build brand awareness.
- Attend sales meetings and contribute as appropriate.
Requirements
- 3+ years banking experience
- 2+ years in selling or supporting commercial or treasury services
- Demonstrates ability to prospect, network & influence at various levels within a company and with clients – very self-motivated
- Demonstrates effective interpersonal skills to partner across lines of business and with clients – be a team player
- Knowledgeable of Treasury Management products and services, corporate card and impacts on clients cash flow process
- Knowledgeable of credit and operational risks-ability to identify and alert team of potential exposure
- Knowledgeable of market/industry trends
- Demonstrates excellent communication skills (written & verbal)
- Demonstrates proficiency in Microsoft products (Word, Excel, PowerPoint)
Qualifications
- Bachelor’s degree
- Certified Treasury Professional (CTP)
- Certified Cash Management (CCM)
Benefits
Compensation ranges from $57,760 - $90,960 for US Employees in all other states not listed above. Additional benefits include Paid Time Off, a 401(k) matching program, annual incentive pay, paid holidays, a comprehensive company sponsored benefit plan including medical, dental, vision, and other insurance coverage, health savings, flexible spending, and dependent care accounts, adoption assistance, an employee assistance program, fitness reimbursement, tuition reimbursement, an associate wellbeing program, an associate emergency fund, and various associate banking benefits. Benefits offerings and eligibility requirements vary.