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Treasury Development Officer

Job in Gulf Shores, Baldwin County, Alabama, 36547, USA
Listing for: Brighton Solutions
Full Time position
Listed on 2026-02-16
Job specializations:
  • Sales
    Business Development
Salary/Wage Range or Industry Benchmark: 60000 - 80000 USD Yearly USD 60000.00 80000.00 YEAR
Job Description & How to Apply Below

General Responsibilities

Responsible for driving deposit growth through the acquisition of new customers with a strong emphasis on commercial banking relationships; promoting business by providing exceptional customer service; and developing and advancing Treasury Management products and services as a content expert.

Essential Duties
  • Proactively identify, pursue and acquire new commercial and business banking deposit relationships to expand the banks customer base.
  • Service relationships with existing clients and ensure appropriate product offerings based on changing needs.
  • Develop and execute targeted business development plans focused on market growth, deposit acquisition and revenue generation.
  • Partner closely with commercial lenders to serve the deposit needs of loan customers by participating in individual and joint sales calls.
  • Conduct in-depth financial assessments to deliver tailored banking solutions for the customers deposit and treasury product needs.
  • Demonstrate services and products to prospects through personal meetings or as part of a coordinated, multi-product sales presentation.
  • Maintain account records, reports, and accuracy of agreements.
  • Maintain product knowledge, product advancement, and knowledge of competitive environment.
  • Maintain contact with and service key clients.
  • Promote positive client relations with follow-up and check-in calls.
  • Visit clients and provide field technical services to clients in compliance with product agreements.
  • Provide banking solutions to clients by cross-selling appropriate products.
  • Identify and prepare Requests for Proposals (RFPs) for new and existing clients.
  • Other Duties
  • Comply with all applicable regulations and policies.
  • Support bank personnel in the delivery of prompt client service.
  • Perform other duties as assigned.
  • Overall Accountabilities
  • Accuracy of work.
  • Work cooperatively with co-workers.
  • Deliver positive customer service.
  • Maintain confidentiality and security of records and information.
  • Follow all policies and procedures.
  • Working Relationships
  • Works directly with Market President.
  • Works collaboratively with bank personnel.
  • Works cooperatively with all staff, community members, bank partners, and vendors.
  • Desired Qualifications
  • Bachelor's degree in Business, Finance, Marketing or a related field preferred.
  • Five (5) or more years of related experience required.
  • Certifications such as CTP, BTRM, CTM preferred.
  • Intermediate experience, knowledge, and training in branch operation activities, terminology, and products and services relating to retail and commercial account customers as well as basic accounting knowledge preferred.
  • Working knowledge and demonstrated computer skills with all Microsoft products required; knowledge of Fiserv core banking system preferred.
  • Previous internet banking and deposit operations experience with treasury products preferred.
  • Demonstrated interpersonal, written and verbal communication skills, and organizational skills required.
  • Excellent customer service skills and ability to deal with difficult issues required.
  • Job Specifications
  • Must be able to remain in a stationary position 90% of workday.
  • Must be able to occasionally move about inside the office to access file cabinets, office machinery, etc. and traverse to meet clients.
  • Constantly operates a computer and other office productivity machinery, such as a calculator, copy machine, computer, and printer.
  • Frequently communicates with customers in person, via computer, or telephone regarding details of products, services, and processes. Must be able to exchange accurate information in these situations.
  • Regularly inspects documents for details and accuracy.
  • Salary & Benefits Salary Range
    • Salary is negotiable and commensurate with experience.
    Benefits
    • Health, dental, and vision insurance
    • Group life insurance
    • Short and Long-Term Disability Insurance
    • Additional optional insurance products available
    • Annual Service Bonus
    • Potential Annual Bank Performance Bonus
    • Banking Service Benefits
    • 401K and Employee Stock Ownership Program (ESOP)
    • Paid vacation, sick, and holiday time
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