2602-3 VP-Treasury Management Officer

Community Bank

VP–Treasury Management Officer

Job Summary

The VP–Treasury Management Officer will be responsible for Treasury Management sales activities, including the development of new Treasury Management relationships; cross‑sell to existing Treasury Management relationships; and the ongoing consultative support and retention for Treasury Management clients. The role also involves soliciting new core commercial deposits, acting as a relationship manager on all deposit/treasury management matters for customers, and monitoring market conditions and trends to keep their respective markets competitive.

Essential Duties

• Develop and implement Treasury Management functions at the Bank.
• Solicit, establish, and maintain new commercial banking relationships with a focus on treasury management products and core deposit growth.
• Coordinate calling activity with Relationship Managers and Commercial Lenders to ensure commercial deposits are gathered and treasury management products are sold to new commercial loan customers or other business clients.
• Attend Relationship Manager sales meetings regularly and serve as a key product partner for treasury management.
• Develop and execute sales presentations for customers and prospects, including formal written and oral presentations in response to requests for proposals and in the regular course of business.
• Demonstrate products and services to prospective clients.
• Ensure proper onboarding of new treasury management customers with the help of the treasury management support group and deposit operations.
• Regularly review existing portfolios to identify unexplored opportunities with current clients.

Additional Duties

• Conduct regular Treasury Management training sessions and product updates for relationship managers, underwriters, and client support personnel.
• Develop an understanding of market pricing and available fee opportunities, including a broad knowledge of budget projections and revenue components.
• Develop Remote Capture services.
• Enhance current cash management services for new and existing clients.
• Maintain regular and punctual attendance as stated within company policy.
• Provide customer or bank maintenance requests daily to Data Entry in accurate and timely manner.

Required Skills/Abilities

• Strong knowledge of treasury service and cash management skills.
• Banking knowledge, including federal regulations, bank policies, and procedures, and responsibilities related to each.
• Ability to read, analyze, and interpret financial reports and/or legal documents.
• Ability to write procedures, routine reports, and business correspondence.
• Ability to rationalize and make on‑the‑spot decisions regarding customer transactions and resolve customer problems.
• Ability to effectively present information to top management, clients, public groups, and/or boards of directors.
• Advanced technology skills: computer, phone, email, internet, mobile app, etc.

Education and Experience

• Bachelor’s degree in a related field or equivalent combination of education and experience preferred.
• 5+ years of financial services experience.
• 2+ years of business development experience.

Please send resumes to