Treasury Management Officer III
Core
Senior treasury management professional responsible for business development, client service excellence, and revenue growth through working capital solutions and strategic advisory.
Role type
Senior IC Treasury Management Officer (Commercial Banking Sales)
Builds
Working capital management solutions, payment processes, and strategic treasury advisory services for C-suite clients.
Domain
Commercial Banking / Treasury Management
Required skills
Business development, client retention, working capital solutions, payment processes, strategic advisory, sales pipeline management, CRM utilization, financial statement analysis, negotiation, relationship building with C-suite.
Preferred skills
CTP certification, mentorship of RMs, cross-selling strategies, understanding of investment management and loan structuring.
Technologies
CRM tools, MS Office, banking core systems.
Responsibilities
Prospect for new and cross-sell opportunities, present working capital solutions to clients, manage sales pipeline, deliver quarterly client service reviews, advise RMs on sales strategies, resolve client issues, and ensure proper account documentation.
Seniority
Senior, hands-on IC with leadership responsibilities.