Bank Treasury Management Officer

You are a hunter and viewed by others as competitive and successful. You own it are accountable and likely are a top performing Business Development Officer in deposits and Treasury Management services at a financial institution. You are eager for an opportunity to pursue personal and professional growth are interested in exploring a change and not intimidated with the challenge of hard work. You have a passion for helping businesses grow and are comfortable connecting with their successful owners. Ethics integrity building trust delivering on your promises and achieving favorable outcomes for your clients is of paramount importance to you.

You are intrigued to learn about the proprietary services which our client invented and provide for free to business owners. You appreciate the proven effectiveness these services have in providing you with a competitive edge not offered by any other bank. As a top performer you are pleased to learn that our client is now among all Arizona based banks Ranked #1 in Revenue growth and Ranked #1 in loan Growth which grew 468% and 625% respectively last year.

We are seeking talented individuals who thrive in environments where the organization is positioned to remain #1 in growth as a result of its innovation unique consultative solutions and a favorable work culture valued both by employees and clients.

This position has overall responsibility for sales development to acquire new business clients with a focus on depository and treasury management solutions. TMO’s are responsible for acquiring fee income and deposits via strategic alliances prospecting networking cold calling and relationship building to help businesses optimize their working capital with endtoend treasury management and digital solutions.

If this sounds like you please keep reading and we encourage you to apply.

The Treasury Management Officer (TMO) is responsible for identifying analyzing selling and supporting treasury/cash management products and services to business clients and targeted prospective candidates while meeting call deposits and revenue goals. This position plays a critical role in promoting treasury/cash management products and services both internally and externally. Works independently and collaboratively with client success teams and lending teams to serve client needs. Works to customize client offerings with innovative treasury management solutions and enhancing the bank’s relationship with the client. Develops various “referral” partners in offering services where we have established referral relationships. The TMO is also responsible for acquiring and building fee income and deposits via strategic alliance and relationship building effective consultation and product innovation.

• Responsible for winning new business nonprofit and personal client relationships to drive substantial new core deposits with a focus on fee revenue from treasury management solutions.
• Exercises judgement and discretion and is responsible for acquiring and building fee income and deposits via strategic alliances cold calling prospecting networking and relationship building effective consultation and solutions to help our business optimize their working capital with endtoend treasury management and digital solutions.
• Responsible to drive top financial performance exercises judgement and discretion when rendering client consultancy to ensure the Bank meets service levels and organizational goals while meeting compliance and regulatory requirements. Additional responsibilities include ensuring the consistent delivery of outstanding service in line with client internal and strategic partner expectations.
• Manages effective network of internal and external relationships such as community or industry relationships to actively acquire new clients and/or expand existing clients to meet annual performance goals.
• Collaborate and work closely with the Lending team and other functional areas.
• Leverages reporting and sales tools to proactively identify and successfully identify and convert sales opportunities.
• Exercises judgement and discretion to lead build and support sales campaigns to drive fee income and deposit revenue. Partners with key stakeholders including sales marketing digital channel delivery and other internal service partners to execute Treasury Management outreach campaigns.
• Focuses on client opportunities by exercising judgement and discretion in providing ideas and insights based on an understanding of the business client's needs and their financial wellbeing. Focuses on increasing client engagement and loyalty.
• Drives business financial and customer experience results of new and existing products and recommends modifications in product features and/or marketing to improve results.
• Support clients by exercising judgement and discretion in resolving or escalating service issues.
• Provide best practices and guidance with treasury management solution based offerings deposit and onboarding process.
• Collaborate with the bank’s client success team and operations to ensure fulfillment onboarding training and billing are client centric with a streamlined approach.
• Participate in community and business functions/groups to provide a positive image for the bank within the marketplace.
• Must be viewed as a Subject Matter Expert (SME) regarding Treasury Management.

• Customer Focused Knowledgeable of the values and practices that align customer needs and satisfaction as primary considerations in all business decisions and able to leverage that information in creating customized customer solutions.
  • Prospecting – Knowledge of prospecting principles processes and skills; ability to identify and engage potential customers in the market. Build relationships and create opportunities. Plan strategize and target the right industries. Create value propositions with impact.
• Selling – Applies knowledge of banking products and services to meet customer needs and enable them to achieve their financial goals. Identifies prospecting approaches to identify potential customers and create opportunities to sell financial solutions and ideas to customers.
• Knowledge on Payments: Strong understanding of deposit and knowledge on all payment types and its innerworkings.
• Tech Savvy – Advise educate and engage clients on a variety of technological tools and resources allowing them to explore solutions to achieve their financial goals. Solid technical skills (Word Excel PowerPoint and other jobrelated programs)
• Managing Risk Strong with risk mitigation management and well versed with compliance regulatory requirements NACHA BSA and AML; adhere to and support our client’s Enterprise Risk Management Framework.
• Collaborating – Knowledge and ability to promote a culture of information sharing and working together to solve business problems and meet business goals.
• Decision Making and Critical Thinking – Understanding of the issues related to the decisionmaking process; ability to analyze situations fully and accurately and reach productive decisions.
• Problem Solving – Knowledge of approaches tools techniques for recognizing anticipating and resolving organizational operational or process problems; ability to apply this knowledge appropriately to diverse situations.
• Effective Communications – Understanding of effective communication concepts tools and techniques; ability to effectively transmit receive and accurately interpret ideas information and needs through the application of appropriate communication behaviors.
• Solutions Development – Knowledge of and the ability to assess customer needs and provide solutions for them.

• Bachelor’s degree in finance economics or business administration preferred.
• A minimum of 3 years’ direct experience in Treasury management sales and/ or deposit product management.
• Demonstrated success in winning new TM business deals and wellversed with the servicing and onboarding process.