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Treasury Management Officer
Job in
Lakewood, Cuyahoga County, Ohio, 44107, USA
Listed on 2026-01-12
Listing for:
First Mutual Holding Company
Full Time
position Listed on 2026-01-12
Job specializations:
-
Business
Business Development -
Sales
Business Development
Job Description & How to Apply Below
Job Type
Full-time
OverviewThe Treasury Management Officer develops new depository business, managing all elements of the sales cycle to include business development, prospect qualifications, needs analysis and closing. Responsible for all sales of depository solutions to existing and prospective clients. We are looking for a level 1, 2, or 3.
Responsibilities- Develops new cash management business by calling on current and prospective customers; negotiates deposit pricing and terms within approval limits; builds deposit relationships by cross‑selling cash management and bank products and services; works with loan officers and branch managers to present businesses with the best deposit services to meet their needs.
- Strives to develop and hone sales skills while being open to coaching and direction.
- Works with experienced team members to understand and build experience with needs analysis processes.
- Responsible for all customer and/or prospect needs analysis. Manages the sales process to include depository proposal to implementation; in conjunction with loan officers and/or individual basis.
- Builds, develops and maintains profitable depository relationships with new and existing customers.
- Builds professional network for future business growth.
- Builds relationships with loan officers and coordinates sales efforts with loan officers to acquire new business and strengthen existing relationships.
- Works with the commercial lending team to ensure ongoing customer service to all business depository customers.
- Projects a positive image of the organization while participating in community activities.
- Follows lead of experienced team members while striving to enhance bank's image/visibility and form and strengthen business contacts and banking customer relationships.
- Develops understanding of public fund customers including courts, cities, universities, hospitals; manages customer relationships with these organizations.
- Grows relationship and understanding of internal partnership with Marketing department.
- Works with Marketing to develop materials for calling officers for cross‑selling non‑credit business products and services; prepares sales presentations and proposals, including analysis of client accounts to determine the optimum cash management products.
- Maintains knowledge of bank products and services; assists Marketing department in developing new non‑credit business services and manages rollout of the services.
- Builds acumen and keeps up‑to‑date with government regulations and bank's policies and procedures regarding lending, savings, and related operations and procedures; keeps current with competitive product and service offerings.
- Assists with training other lending officers in the bank's non‑credit business products so they can recognize sales opportunities to refer to cash management area; ensures compliance with regulatory policies, procedures and guidelines.
- Assists with managing service providers and vendors effectively; structures relationships with service providers in a strategic manner; sets expectations; develops performance metrics; measures vendor performance, provides feedback and holds accountable.
- Complies with all applicable banking laws and regulations, including the Bank Secrecy Act, USA Patriot Act, and related anti‑money laundering statutes, and federal consumer protection legislation and regulations.
- Other duties as assigned.
1):
- Responsible for all customer and/or prospect needs analysis. Manages the sales process to include depository proposal to implementation; in conjunction with loan officers and/or individual basis.
- Manages public funds on behalf of courts, cities, universities, hospitals; etc.
- Manages customer relationships with these organizations.
- Trains other lending officers in the bank's non‑credit business products so they can recognize sales opportunities to refer to cash management area; ensures program compliance with regulatory policies, procedures and guidelines.
- Manages service providers and vendors effectively; structures relationships with service providers in a strategic manner; sets expectations; develops performance metrics; measures…
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