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; soliciting new core commercial deposits; acting as a relationship manager on all deposit/treasury management matters for customers as well as monitoring market conditions and trends to keep their respective markets competitive.
Essential Duties
Develop and implement Treasury Management functions at the Bank.
Solicits, establishes, and maintains new commercial banking relationships for the bank with a focus on treasury management products and core deposit growth.
Co-ordinate calling activity with Relationship Managers(s)/Commercial Lender(s) 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.
Develops and executes sales presentations for customers/prospects. This includes formal written and oral presentations in response to requests for proposals as well as in the regular course of business.
Demonstration of products and services to prospective clients.
Ensures the proper on-boarding of new treasury management customers with the help of the treasury management support group/deposit operations.
Regularly review existing portfolios to identify unexplored opportunities with current clients.
Additional Duties
Conducts regular Treasury Management training sessions and product updates for relationship managers, underwriters, and client support personnel.
Develops an understanding of market pricing and available fee opportunities, including a broad knowledge of budget projections and revenue components.
Develops Remote Capture services.
Enhances current cash management services for new and existing clients.
Regular and punctual attendance as stated within company policy.
Providing 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 various federal regulations and bank policies and procedures and responsibilities relating 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 related field or equivalent combination of education and experience preferred.
5+ years financial services experience
2+ years business development