Treasury Management Officer

I have a strong opportunity with a healthy bank in Central Ohio. If interested please contact me directly at ... and/or email resume to ...

We are looking to hire immediately!

Position Purpose:

The Treasury Management Officer is responsible for proactively attracting new business and expanding current company relationships in treasury management and depository products. The TMO will partner with Commercial Lenders and other sales units to develop and deliver customized treasury solutions. Demonstrates bank’s mission to improve the financial lives of our employees and shareholders to make a difference in the communities that we serve.

Key Accountabilities, Responsibilities and Expectations:

• Actively call on new and existing commercial clients to develop and grow cash management sales business.
• Monitor and enhance profitability of all assigned relationships. Proactively review assigned client base and identify deposit and cash management services, solutions, and cross-sale opportunities based on customer needs.
• Create & evaluate cash management sales proposals and pricing for prospective and existing clients to further develop and strengthen business relationships.
• Prepare for pre-proposal discussions to fully understand client needs and shape preferred solutions.
• Directly responsible for management and retention of client’s operating business by ensuring client satisfaction with cash management services and solutions and increasing portfolio revenue.
• Promote business for the Bank by maintaining up to date and thorough knowledge of cash management sales programs, products and services, as well as applicable regulatory and compliance requirements.
• Work closely with service and operational areas of the Bank, third party vendors, etc. providing input to Bank systems designs, modifications, and implementation of cash management services implementation processes.
• All other duties as assigned and any activities that support the key accountabilities.

Requirements

Qualifications, Knowledge and Skills:

• Minimum five years’ experience in the banking or financial industry; sales or marketing experience preferred.
• Bachelor’s Degree in Business or Finance related field or equivalent work experience.
• Proven business development and relationship management skills.
• Strong understanding of global treasury management products, services, and trends.