Treasury Management Officer

General Purpose

The Commercial Banking Treasury Management Officer sets relationship strategies and directs relationship management activities with new and/or existing clients in a book of business to grow sales, revenue and market share within bank's culture and desired sales strategy. Officer level will be determined based on experience.

Essential Duties/Responsibilities

Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

* Drives sales strategy to acquire and/or expand and retain client relationships to deepen share of wallet by building solid, profitable relationships as a trusted financial advisor with clients/prospects characterized by mutual respect, understanding and trust.

* Evaluates the overall resources and capabilities of the client/prospect's business, considering current industry dynamics, financial and operational strategy, economic conditions, and market trends and prioritizes client/prospect opportunities.

* Leverages relationships to proactively generate new business in desired areas of growth; utilizes existing client/prospect base and network of clients/prospects referral sources and means of improving client acquisition and retention.

* Represents the Bank in the local community through proactive participation in community, charitable, business, and social activities to allow for maximum client and customer contact.

* Identifies and mitigates different types of risk, such as regulatory, reputational operational and credit risks.

* Fosters and maintains cohesive partnerships and working relationships with all lines of business and leadership within the Bank to build a trusted productive sales and service process.

* Maintains ongoing contact with clients to be kept current on significant changes in financial condition or operations while informing leadership team of products, practices, pricing, and changes impacting local markets.

* Keeps abreast of industry changes and seeks educational opportunities to enhance skillset.

* Builds comprehensive solutions for customers by aligning the right subject matter experts to look at full banking relationship.

* Regular and reliable on-site attendance is required as an essential function of this position.

Other Duties/Responsibilities

* Demonstrates a proven track record of acquiring new clients and driving business growth.

* Typically works with clients with advanced levels of risk and complexity of needs.

* Utilizes reporting and sales tools proactively identify and convert sales opportunities.

* Performs other duties as assigned.

Supervisory Duties

* May mentor other team members.

Employees are held accountable for all duties of this job.

Job Qualifications

Knowledge, Skills, and Ability:

* Embodies the bank's vision, mission, and values.

* Proficient in knowledge and understanding of banking industry.

* Effortlessly works in a fast-paced environment with desire for professional growth.

* Provides and receives mentoring in a mature and open manner.

* Excellent oral and written communication skills.

* Self-motivated, with the ability to grow a portfolio of business.

* Excellent interpersonal skills.

* Works as a team player, as well as team leadership.

* Ability and willingness to relocate if necessary.

* Proficient in Microsoft Office Suite and Adobe Acrobat.

* Demonstrates adaptability and change management skills.

* Strong analytical and problem-solving skills.

* Ability to organize and analyze financial information and to accurately perform complex financial calculations.

* Proficient networking and relationship building skills.

* General knowledge of automated financial systems, with the ability to learn and adapt to new technologies quickly.

* Demonstrates ability to manage pipeline, maintain client relationships, and handle referrals from multiple stakeholder groups.

* High level of product knowledge including, but not limited to, ACH, wire, online, credit cards, lockbox, account payable and receivables.

* Customer-centric mindset, with the ability to translate customer issues/needs into profitable business solutions.

Education or Formal Training:

* Bachelor's degree in Accounting, Finance, Business,…