Treasury and Business Services Officer II

Treasury and Business Services Officer II

Job Type: Full-time

We are looking for a Treasury & Business Services Officer II to join our Retail team in Southern New Hampshire.

The Treasury & Business Services (TBS) Officer II is responsible for effectively selling the Bank’s depository and treasury management services to existing and prospective clients, either in conjunction with Relationship Managers or on an individual basis, achieving deposit and fee income goals. This person will also focus on customer retention efforts by providing a superior level of relationship management and customer service.

The TBS Officer II will prepare sales presentations, explain services offered, and recommend services that would benefit clients. They identify opportunities to cross‑sell other products and services. They continuously keep track of market data and intel, communicating it regularly with team members, business partners, and management. They continue their own learning and development within the treasury space and disseminate the information to their team.

• Achieve/exceed key objectives and goals in business development, client retention, deposit growth, portfolio quality, fee income, cross sales, referrals, client satisfaction, and knowledge of comprehensive treasury and cash management solutions.
• Call on new and existing commercial and municipal clients to develop and close treasury and cash management sales business.
• Develop and present treasury management sales proposals and pricing proformas for prospective and existing clients.
• Conduct annual treasury and cash management reviews and risk assessments for top‑tier commercial and municipal clients.
• Maintain up‑to‑date and thorough knowledge of treasury sales programs, products, and services, as well as applicable federal and state regulatory and compliance requirements.
• Serve as the internal Bank expert on treasury management products, services, and trends, delivering internal presentations to team and management.
• Actively participate in sales meetings, joint call planning and prospect development, in partnership with region’s commercial lending, wealth management and branch calling officers.
• Prepare contracts and implementation documentation in accordance with all account opening, account ownership verification and cash management services set‑up processes; review and check documents for completeness, accuracy and conformance with applicable rules/regulations and procedural requirements.
• Provide an exceptional level of quality service for internal and external customers.
• Adhere to and uphold all written policies and procedures of the Bank, including BSA/CIP and OFAC monitoring and reporting, security, operation, and personnel policies.

This is a hybrid role based out of Keene, New Hampshire.

• Bachelor's degree, or equivalent work experience.
• 10 or more years of sales experience in the commercial banking industry.
• Expert sales and new business development skills.
• Excellent customer service/relations skills.
• History of meeting and exceeding deposit and revenue goals.
• CTP strongly preferred.
• Proven ability to develop and maintain open, professional, positive, and productive relationships; demonstrate cooperative behavior with management, business partners, customers, and coworkers, and work effectively as a team member.
• Strong ability to maintain and manage personal composure when confronted with a difficult situation and/or customer, providing information, data, advice, and solutions and gaining trust and respect.
• Excellent listening, verbal, written and business communication skills, delivered in person, via phone or email, including effective questioning strategies and negotiation skills.
• Demonstrated organizational and time‑management skills with the ability to multitask, complete assignments and meet deadlines in a timely manner.
• Ability to work independently, under limited direction/supervision, exercising independent judgment, referencing available resources, and demonstrating a high level of accuracy and attention to detail.
• Advanced PC experience using MS Office products (Word, Excel, Outlook, Adobe), with the…