Treasury Development Officer

About the job Treasury Development Officer General Responsibilities

• 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.

• Comply with all applicable regulations and policies.
• Support bank personnel in the delivery of prompt client service.
• Perform other duties as assigned.

• 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.

• Works directly with Market President.
• Works collaboratively with bank personnel.
• Works cooperatively with all staff, community members, bank partners, and vendors.

• 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.

• 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 is negotiable and commensurate with experience.
• 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
• 401K and Employee Stock Ownership Program (ESOP)