Treasury Management Officer II

As the treasury management team, we engage directly with clients, providing market insights and best practices on areas such as treasury optimization, reducing fraud risk, working capital benchmarking, and industry-leading trends. We define strategic goals and develop holistic strategies, using a proactive approach to deliver cutting-edge solutions that meet our clients’ evolving needs.

Requirements

• Prospects, markets, sells, cross-sells, and implements the Bank’s commercial depository services and treasury management and working capital products to customers and prospects.
• Acts as a liaison between customers and Bank’s service departments to support sales implementation and service issues.
• Manages customer relationships to ensure all needs are addressed.
• Impacts market share and success in the market.
• Builds and manages professional client relationships to grow treasury management and working capital business.
• Leverages market and business expertise to engage external stakeholders and drive new business development.
• Develops and presents tailored treasury strategies, proposals, and profitability analyses to achieve portfolio and revenue goals.
• Supports the full client lifecycle by coordinating deal development, onboarding, service handoff, and resolution of complex issues.
• Identifies cross‐sell opportunities and partners with internal teams to ensure timely follow‐up and execution.