VP, Treasury Services Officer

Responsibilities

• Providing a high level of customer service and assessing needs of the Bank’s commercial clients and prospects as a subject matter expert in cash management services.
• Primary point of contact for bank staff and commercial clients for Treasury and Cash Management needs and questions.
• Partners with sales, support, and operations to uncover needs for additional products and services, oversees the implementation, on-boarding, and training for new commercial cash management customers, and provides ongoing support to these customers.
• Conducts annual audits of the Treasury customer base while adhering to all regulations, policy, and procedures.
• Participates in new Treasury product development and makes recommendations for improvements to existing products.

Essential Duties And Responsibilities

• Conducts prospecting calls to increase new relationships for internal leads generated.
• Presents and delivers product structuring and pricing of customer proposals and business account reviews.
• Maintains knowledge of industry and competitor cash management products, monitors the marketplace to assess product, technology, and industry trends to ensure appropriate product offerings.
• Coordinates the delivery of Treasury products and services while managing customer contact, such as, product training and operations.
• Performs daily support for Treasury Management clients in designated region while also using needs-based analysis to ensure customer satisfaction and retention.
• Performs annual audit and review of treasury products, such as ACH, Wire, and RDC.
• Coaches Retail Teams to discuss Treasury services effectively to increase new relationships and potential prospects.

Qualifications

• Associate degree or equivalent work experience; college degree preferred.
• 8 + years of previous Treasury Services experience.
• 1 + years of previous management/supervisory experience.
• Knowledgeable in all features, benefits, processes and procedures for all Treasury services; including commercial cash management products and services.
• Strong analytical and problem-solving skills.
• Excellent communication skills, both verbal and written.
• Excellent organizational skills.
• Detail-oriented.
• Sales-oriented skill set, including, but not limited to, cross-selling.
• Ability to work under stress and meet deadlines in fast-paced, multi-tasked environment.
• Manages multiple priorities under time constraints.