Treasury Management Sales & Service Officer

JOB TITLE: Treasury Management Sales & Service Officer

REPORTS TO: Director of Treasury Management

DEPARTMENT: Treasury Management

Position Summary: The Treasury Management Sales & Service Officer supports the growth, implementation, servicing, and ongoing administration of the Bank's Treasury Management products and services. This position works closely with business customers, prospects, Commercial Lenders, Frontline/Retail employees, Operations, and other internal partners to identify customer needs, recommend appropriate solutions, implement services, and provide responsive ongoing support.

This position serves as a senior resource within the department, taking ownership of customer and operational matters while supporting Treasury Management leadership with key initiatives, projects, and team development. The role also supports consumer online and digital banking services handled by Treasury Management and offers the opportunity for expanded leadership and potential future supervisory or management responsibilities based on performance, demonstrated leadership capabilities, and departmental needs.

• Develop and maintain strong Treasury Management customer relationships and provide ongoing sales, service, and relationship support.
• Partner with Commercial Lenders, Frontline/Retail employees, and other Bank partners to identify opportunities within existing and prospective customer relationships.
• Participate in customer and prospect meetings, assess business and payment needs, recommend appropriate Treasury Management solutions, and support proposals, demonstrations, pricing discussions, and relationship expansion.
• Coordinate Treasury Management onboarding and implementation, including required documentation and approvals, product setup, testing, customer training, and post-implementation follow-up.
• Serve as a primary point of contact and trusted resource for Treasury Management customers, taking ownership of servicing needs, troubleshooting, escalations, and follow-up through resolution.
• Provide support for ACH origination, wire transfers, remote deposit capture, positive pay, online banking, mobile deposit, user administration and entitlements, transfers, and other Treasury Management and digital banking services offered by the Bank.
• Support Frontline/Retail employees with Treasury Management and consumer digital banking questions, servicing requests, troubleshooting, and escalations.
• Review, research, process, and/or elevate Treasury Management and consumer online banking exceptions and applicable temporary or permanent limit requests, including ACH, wires, Zelle, and mobile deposit, in accordance with established authority, policies, procedures, and risk standards.
• Identify and appropriately elevate unusual activity, fraud concerns, operational risks, and higher-risk requests while maintaining required documentation, approvals, and audit trails; support customer education regarding fraud prevention and security controls.
• Support Treasury Management leadership with departmental policies, procedures, workflows, forms, customer agreements, training materials, and operational documentation.
• Assist with internal and external audits, regulatory examinations, compliance reviews, audit requests, and applicable remediation items.
• Participate in the evaluation, development, implementation, testing, and rollout of new Treasury Management products, system enhancements, conversions, and digital banking initiatives, including user acceptance testing and vendor coordination.
• Identify and recommend opportunities to improve processes, internal controls, operational efficiency, automation, service delivery, and customer experience.
• Serve as a…