Position: Treasury Officer
Location: South
Summary:
The Treasury Management Officer (TMO) prospects, markets, sells, cross-sells, and implements the Bank’s commercial depository services and treasury management products to customers and prospects. The TMO manages customer relationships to ensure all needs are addressed. Impacts market share and success in the market.
Major Duties & Responsibilities:
- Establish, build, manage and maintain complex banking relationships with major clients/prospects which utilize treasury management services. Through extensive business and market expertise, you will meet with external stakeholders of all levels to drive business development.
- Maintain call plans and reports
- Assist in developing treasury management strategies and evaluate new services for current and prospective customers.
- Prepare and recommend customer, market, product, and pricing strategies to ensure that objectives are met with respect to market share and profitability goals.
- Foster the end-to-end client experience from initial contact to onboarding. TMO will also coordinate service support for resolution of customer questions, communicate resolutions to customers, and handle more complex DDA/Deposit processing solutions.
- Identify needs based opportunities to cross-sell all Bank products and services; this includes referring customer/prospects to the appropriate division/department; monitoring and ensuring appropriate follow-up.
- Collaborate joint calling efforts with commercial bankers to expand existing and develop new commercial relationships
- Engagement champion for our company’s culture.
Education & Experience:
- 5+ years’ experience in treasury management product sales.
- Extensive knowledge of product delivery systems and on-line computer systems
- Extensive knowledge of banking and cash management products
- Excellent knowledge of Bank operations
- Proficient in Microsoft Office products
- Excellent interpersonal, verbal, and written communication skills; ability to prospect and network at various levels within a company for complex deals and relationships
Physical/Work Conditions:
- In the performance of respective tasks and duties, the employee is expected to successfully perform the essential functions of the position. Reasonable employee accommodation for physical or mental disabilities will be considered on a case-by-case basis. While performing duties the employee is required to sit and stand for long periods of time, talk, hear, lift up to 25lbs., read, write legibly, and may be required to work evenings and/or weekends, attend remote meetings and/or travel.
Company Conformance:
- In the performance of respective tasks and duties, the employee is expected to successfully perform quality work within deadlines with or without supervision, interact professionally with other employees, customers and suppliers; work effectively as a team contributor on all assignments and work independently while understanding the necessity for communicating and coordinating work efforts with other employees and organizations. Customer contact is a critical element, and attendance is an essential part of the employee’s job.
Other Duties:
- This job description in no way should be construed as a contract for employment. These job duties may be subject to change at any time due to reasonable accommodation or other reasons. Nothing in this job description restricts management’s right to assign or reassign duties and responsibilities to this job at any time.
