Treasury Management Officer - Tampa Bay, FL

Treasury Management Officer

At LMCU, you'll find more than just a job - discover a fulfilling career where your contributions truly matter. LMCU, Michigan's largest credit union, continues to grow throughout Florida. Come join a culture that has earned both regional and national honors for being a Best and Brightest Company to Work For. Enjoy a career path with the potential to grow as fast as we are.

Lake Michigan Credit Union is looking for a Treasury Management Officer (TMO) to drive growth and expand treasury management relationships throughout the Greater Tampa market. This highly visible, member-facing sales role is responsible for developing new business opportunities, strengthening relationships with existing business members, and delivering treasury management solutions that help organizations operate more efficiently, securely, and effectively manage their cash flow.

The Treasury Management Officer serves as a trusted advisor to business members by identifying their treasury and cash management needs, recommending customized solutions, and supporting the successful implementation of treasury management products and services. Working closely with Commercial Lending, Business Banking, Treasury Management Operations, and other internal partners, this role plays a critical part in growing deposits, increasing non-interest income, expanding market share, and delivering an exceptional member experience.

As part of an established and growing Florida market, the Treasury Management Officer will have the opportunity to deepen existing relationships while actively developing new business partnerships throughout the Greater Tampa area.

• Drive new treasury management sales opportunities through outreach to existing and prospective business members.
• Develop a deep understanding of member businesses, operating processes, and financial needs to recommend appropriate treasury management solutions.
• Manage and grow a portfolio of business relationships by increasing deposits, generating non-interest income, and expanding service utilization.
• Build and maintain strong member relationships through regular meetings, ongoing communication, and proactive service.
• Prepare and present treasury management proposals, cost-benefit analyses, annual relationship reviews, and solution recommendations.
• Develop and execute a strategic sales plan for the Greater Tampa market.
• Partner with Commercial Lending, Business Banking, Branch teams, and other key stakeholders to enhance referral opportunities and member engagement.
• Identify opportunities to introduce additional LMCU products and services that support member goals.
• Represent LMCU at networking events, industry functions, community activities, and business development opportunities.
• Maintain accurate records of sales activity, pipeline updates, relationship management efforts, and member interactions.

• Evaluate business member treasury management needs and recommend solutions including ACH, wire services, remote deposit capture, online treasury services, fraud prevention tools, and related products.
• Assess complex payment processes, treasury systems, operational workflows, and risk considerations to deliver tailored solutions.
• Review large payment activity, ACH and wire exposure, remote deposit needs, exception requests, system capabilities, and non-standard service or pricing requests to balance member experience with organizational risk.
• Establish appropriate ACH, wire transfer, and remote deposit limits in accordance with policies and procedures.
• Ensure completion of required due diligence documentation, risk assessments, and onboarding requirements for treasury management relationships.
• Collaborate with Treasury Management Operations and other departments to address member needs, implementation challenges, and service opportunities.
• Support ongoing risk management efforts and assist with annual member reviews and required communications.

• Oversee the onboarding and implementation of treasury management services for new and existing members.
• Coordinate the preparation, collection, and review of account documentation, agreements, and service setup requirements.
• Work with Treasury Management Sales Associates to establish accounts, configure services, test files, assign user access, and coordinate pricing.
• Provide in-person and virtual member training on treasury management solutions and digital platforms.
• Respond to implementation concerns, troubleshoot member issues, and escalate matters when necessary.
• Conduct post-implementation follow-up to ensure member satisfaction and successful adoption of treasury management services.
• Adapt training and communication methods to meet the needs of various audiences and experience levels.

• Participate in special projects, departmental initiatives, conferences, member events, and training opportunities as requested.
• Support community…