Treasury Management Officer jobs in the United States
Recently Added Treasury Management Officer jobs
Treasury Management Sales Officer
- WesBanco
-
Charleston, WV
FULL_TIME
-
Summary
Responsible for the sales, marketing and support of WesBanco’s Treasury Management products and services. Works in conjunction with the Commercial Lender teams to ensure delivery of treasury products to commercial credit based larger, more complex business customers and prospects. Analyzes the profitability of new business opportunities. Manages relationships with internal and external clients. Internal clients are developed as primary lead sources. Relies on experience and judgment to plan and accomplish goals. Provides timely and accurate reporting of required sales and business development reports.
Interpersonal Skills
Professional demeanor in appearance, interpersonal relations, work ethic and attitude.
Possess clear, concise, effective written and oral communication skills to effectively express thoughts, ideas and concepts to management, bank employees and bank customers in a collaborative and solutions oriented manner.
Detail oriented with good organizational skills.
Excellent verbal, written and presentation skills.
Team player with a positive outlook.
ESSENTIAL DUTIES AND RESPONSIBILITIES: (include the following, other duties may be assigned)
Contacts prospective commercial customers in order to develop new treasury management business.
Meets periodically via phone, online meetings or on site with existing and prospective customers to ensure proper servicing of accounts and to expand existing business relationships.
Prepares sales presentations, explains services offered, and recommends those services which would be of value to the customer.
Meets assigned goals as established annually for fee income or deposit generation.
Ensures other company officers are aware of the company's treasury management sales activities and assists in promoting the company's treasury management sales program; works in conjunction with Commercial officers to promote the company's treasury management program.
Assists in the design and proper installation of treasury management services.
Assists management in the development of new services, modification of existing services, development of marketing strategy and establishment of sales objectives.
Works with TM support team to ensure accurate and proper billing through account analysis system.
Establishes proper legal documentation for all Treasury Management products.
In conjunction with Treasury Management Support and Onboarding, may assist in training and developing all commercial team members on Treasury Management products and pricing.
Resolves complex customer issues and communicates with clients and/or the appropriate commercial banking professionals.
Ensures the safety and soundness of TM functions or customer activity based upon the bank's risk management policy and procedures.
Other duties as assigned.
Other Requirements
Banking is a highly regulated industry and you will be expected to acquire and maintain a proficiency in the Bank's policies and procedures, and adhere to all laws, rules and regulations that are applicable to your conduct and the work you will be performing. You will also be expected to complete all assigned compliance training in a timely manner.
Must display demonstrated knowledge of Word, Excel, Outlook and PowerPoint.
Must be comfortable working with online systems and connecting remotely with customers via Webex or similar software.
Dedicated to meeting the expectations and requirements of internal and external customers. Communicates with the client to establish and maintain effective relationships with clients.
Possess clear, concise, effective written and oral communication skills to effectively express thoughts, ideas, and concepts to management, bank employees and bank customers in a collaborative and solutions oriented manner.
Ability to interact effectively across all levels of the organization, including senior management, commercial lending and branch network, and other departments.
Ability to accurately follow instructions, multi-task, listen attentively.
Professional demeanor in appearance, interpersonal relations, work ethic and attitude.
Able to work independently.
Ability to prioritize and meet deadlines.
Ability to identify, define, analyze and solve problems.
Follows through with problem until resolved.
Minimal travel may be required to meet with clients.
Requirements
4 year degree and/or four years of related banking experience or equivalent combination of both.
Minimum of four years of experience in either Retail or Commercial Banking required, with outside sales calling goals is preferred.
Strong knowledge of payment systems, depository products, and operational delivery required. - 17 Days Ago
Treasury Management Officer
- Associated Bank
-
Minneapolis, MN
FULL_TIME
- At Associated Bank we strive to create an inclusive culture where different perspectives are valued and recognized as strengths critical to our success. If you thrive in an environment where your grow...
- 18 Days Ago
Treasury Management Officer III
- PNC
-
Nashville, TN
FULL_TIME
- Position OverviewAt PNC, our people are our greatest differentiator and competitive advantage in the markets we serve. We are all united in delivering the best experience for our customers. We work to...
- 18 Days Ago
Treasury Management Officer 1
- Fifth Third Bank
-
Traverse, MI
FULL_TIME
- Make banking a Fifth Third better®We connect great people to great opportunities. Are you ready to take the next step? Discover a career in banking at Fifth Third Bank.General FunctionMember of a high...
- 19 Days Ago
Treasury Management Sales Officer
- Southwest Heritage Bank
-
Tucson, AZ
FULL_TIME
- Southwest Heritage Bank is committed to provide our employees with a competitive, comprehensive benefits program that provides the care you and your family need to lead healthy, productive lives.The p...
- 21 Days Ago
Treasury Management Officer III
- PNC
-
Clayton, MO
FULL_TIME
- Position OverviewAt PNC, our people are our greatest differentiator and competitive advantage in the markets we serve. We are all united in delivering the best experience for our customers. We work to...
- 22 Days Ago
Treasury Management Officer jobs at Popular Companies
Financial Services Professional
- Bankers Life
-
Columbus, OH
- Bankers Life®, one of the most respected brands in the Financial Services industry, is seeking ambitious individuals to ...
- 7/26/2024 12:00:00 AM
Data Analyst (Finance focused) | $100,000 - $150,000 | PE backed SaaS Company | No sponsorship offered | Remote (preferably in the Boston, MA area)
- Harmonic Finance Inc ™ | Certified B Corp
-
Columbus, OH
- Data Analyst (Finance focused) | $100,000 - $150,000 | PE backed SaaS Company | No sponsorship offered | Remote (prefera...
- 7/26/2024 12:00:00 AM
Financial Customer Service Representative
- Tailored Management
-
Columbus, OH
- Are you a recent college grad looking to either switch or further your career path with a large, reputable corporation? ...
- 7/26/2024 12:00:00 AM
Financial Customer Service Representative
- Tailored Management
-
Columbus, OH
- Are you a recent college grad looking to either switch or further your career path with a large, reputable corporation? ...
- 7/26/2024 12:00:00 AM
Urgent Multiple Hiring for Finance Support/KYC/AML- Financial Client
- Computing Concepts Inc
-
Columbus, OH
- Job Description Job Description Multiple Hiring for Finance Support/ Financial Support/KYC/AML/Book Keeping- with one of...
- 7/26/2024 12:00:00 AM
Vice President of Accounting- Columbus Oh
- VIVO Growth Partners
-
Columbus, OH
- Vice President of Accounting, Tax and Treasury Overview: We are assisting an energy company in its search for a Vice Pre...
- 7/25/2024 12:00:00 AM
Treasury Manager
- Accelerant
-
Columbus, OH
- Treasury Manager The Treasury Manager is an Accelerant group-based role, reporting to the Treasury VP – US, Canada, and ...
- 7/25/2024 12:00:00 AM
Assistant Branch Manager
- Restaurant Depot
-
Columbus, OH
- Assistant Branch Manager FULL-TIME $27/hr This is a salaried role starting at $55,000/year plus bonuses. The Assistant B...
- 7/23/2024 12:00:00 AM
Income Estimation for Treasury Management Officer jobs
$65,681 to $113,511