Treasury Management Solutions Officer 2 (OnSite)

Responsibilities

• Client Relationship Management: Develop and maintain relationships with commercial clients to understand their needs and identify opportunities for tailored treasury management solutions.
• Sales and Service Strategies: Implement sales and service strategies to sell treasury management products and services to commercial clients.
• Consultative Support: Provide consultative counseling to clients and internal teams to achieve goals and enhance client satisfaction.
• Proposal and Presentation: Coordinate and schedule proposals, presentations, and demonstrations for treasury management products and services.
• Problem Resolution: Assist commercial clients by researching and resolving issues related to treasury management services.
• Market Analysis: Stay updated with market trends in deposit and treasury management and provide analysis and advice to the team.
• Team Collaboration: Partner with Relationship Managers and Customer Service Managers to present a team approach in attracting and managing customer relationships.
• Performance Metrics: Track and report on key performance metrics related to treasury management services and client satisfaction.
• Cross-Selling: Identify and pursue opportunities to cross-sell additional financial products and services to existing clients.

Qualifications

• Bachelor's Degree in Finance, Business or related field, or equivalent job experience specializing in banking and sales training.
• All applicants must be 18 years of age or older.

Skills

• Expert interpersonal and leadership skills;
• Superior verbal/written communication and presentation skills;
• Thorough proficiency of the bank's deposit/and account analysis system;
• Superior proficiency with Power Point, Word Excel, and Adobe Products;
• Valid drivers' license.

Ancillary Duties

• As an integral member of the Treasury Management Solutions Department, this position is responsible to assist the Bank and the Department in achieving goals.