Treasury Management Officer

About The Role

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This position is primarily responsible for the development of new Treasury Management business, product and service delivery, commercial deposit and revenue generation for the Bank. The incumbent will manage and grow the treasury management client portfolio, using proactive management to identify growth potential through cross‑selling of treasury and other bank products. This will be accomplished by researching competitive offerings, portfolio analysis, preparing presentations, conducting account analysis, performing demonstrations and selling solutions to clients, and collecting the appropriate documentation to support implementation.

• Works closely with Loan officers and other bank employees calling on existing and prospective business clients.
• Develops channels to prospect new Treasury Management clients and manage prospect pipeline.
• Calls on prospective customers to develop new Treasury Management relationships.
• Provides employee and internal customer TM training, limited technical support, and facilitates product demonstrations.
• Obtains new clients and expands existing relationships to increase core deposits and revenue.
• Provides consultative expertise to existing Treasury Management clients and prospects to determine requirements and recommend solutions.
• Performs regular client follow‑ups to ensure customer satisfaction, including yearly reviews with top clients.
• Creates and delivers sales presentations, explains services offered, and makes recommendations based on client needs.
• Works with other members of the Treasury team to understand market and industry knowledge to ensure competitive pricing and product offerings.
• Services new and existing accounts, monitors and assesses customer relationships to ensure proper servicing and identify growth opportunities.
• Must comply with applicable laws and regulations, including the Bank Secrecy Act, the Patriot Act, and the Office of Foreign Assets Control.
• Completes required bank training courses within assigned time frame(s).
• Keeps management appropriately informed of area activities and any significant problems.
• Participates in community service and bank-sponsored activities that serve and support the mission and values of Foothills Bank.
• Provides superior internal and external customer service: demonstrates self‑governance, courtesy and respect toward customers and staff.
• Represents Foothills Bank professionally, maintaining a positive attitude, good attendance, punctuality, flexibility, and adaptability.
• Maintains a tidy work area and ensures customer privacy.
• Attends and participates in meetings as required.
• Maintains regular, predictable attendance to accomplish in‑person customer contact.
• Assumes additional duties as requested or assigned.

• A college degree or equivalent combination of education and experience.
• Three to five years of similar or related experience.
• Certified Treasury Professional (CTP) or similar designation preferred.

• Bachelor’s degree (preferred) in Finance, Accounting, Business, or similar field and 3‑5 years of prior Treasury Management or sales experience.
• Thorough knowledge of Treasury Management products/services and operations.
• Thorough knowledge of banking products, services, policies, procedures, and regulations.
• Ability to effectively manage a sales pipeline to achieve sales goals.
• Effective interpersonal style with ability to interface with clients, employees, and senior management.
• Knowledge of sales.
• Well‑developed interpersonal and communication skills (verbal & written) to relate effectively with customers and associates.
• Strong attention to detail and ability to work efficiently and accurately.
• Demonstrated ability to exercise independent judgment.
• Strong organizational skills, including prioritization and calmness under deadline‑driven environments.

The physical demands described here are representative of those…