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 monly@community-bank.net.
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