Treasury Management Officer

Treasury Management Officer – Job Description

Senior‑level, consultative sales role responsible for supporting complex commercial clients with sophisticated cash flow, payments, liquidity, and risk management needs. The position serves as a strategic advisor to larger, more complex business relationships and plays a critical role in driving treasury‑related revenue growth, client retention, and enterprise solutions.

Location:

50 S 200 E, SLC, UT – Monday to Friday.

The Treasury Management Officer is expected to deliver consultative sales, relationship management, and revenue generation while navigating complex client structures, high‑value transaction volumes, and customized solutions.

• Bachelor’s degree in business, finance, or a related field

• 5+ years of experience in banking, treasury management, cash management sales, commercial banking, relationship management, or lending
• Demonstrated experience supporting large commercial and/or commercial real‑estate clients with complex treasury needs
• Track record of success in consultative sales, relationship management, and revenue generation
• Experience partnering with commercial lenders or relationship managers on complex client relationships
• Equivalent combinations of education and relevant experience will be considered

• Great work‑life balance with a Monday‑Friday schedule
• Competitive pay and benefits, including medical, dental, and vision plans
• 401(k) plan and match up to 5% in our employee stock ownership program (eligibility requirements must be met)
• 12 paid bank holidays + paid time off, including paid parental leave
• Volunteer opportunities to make a difference in the communities where you work and live
• Awards and recognition to celebrate employees and colleagues for living the bank’s values

• Manage and grow a portfolio of large, complex commercial and CRE clients with advanced treasury management needs
• Proactively prospect new business relationships and expand existing ones through regular client outreach and needs assessments
• Partner with commercial lenders and relationship managers to identify cross‑sell opportunities and deliver integrated banking solutions

• Perform in‑depth analysis of client cash flow, payment systems, receivables, and risk exposure to design customized, multi‑product treasury solutions
• Sell, implement, and support treasury products including ACH services, wire transfers, remote deposit capture, fraud mitigation tools (Positive Pay and other risk controls), liquidity management solutions, sweep accounts, and information reporting
• Online and digital banking platforms and receivables optimization tools
• Drive adoption and utilization of treasury services to enhance client efficiency and satisfaction

• Coordinate product setup, client onboarding, training, and ongoing service support
• Act as a problem‑solver for client issues, ensuring timely resolution and high‑quality client experience
• Maintain strong product knowledge and stay current on industry trends, technology advancements, and regulatory requirements

• Contribute to deposit growth, fee income, and client retention through effective relationship management
• Ensure all activities comply with applicable banking regulations, internal policies, and risk standards

• Advanced knowledge of treasury management products, processes, and regulatory considerations
• Strong consultative sales, communication, and relationship‑building skills
• Ability to analyze financial information, identify client needs, and propose practical solutions
• Highly organized with the ability to manage multiple priorities and meet deadlines
• Proficient in Microsoft Office and banking technology platforms; strong attention to detail
• Equivalent combinations of education and relevant experience will be considered