Treasury Management Officer, Vice President
Location
Jefferson City, MO | United States
Job description
Job Summary:
The VP of Treasury Management Officer (VPTM) will be tasked with providing exceptional customer service to clients and prospects, as well as internal bank associates. This position is responsible for developing new business relationships and expanding existing relationships by using a professional and consultative approach to sell Treasury Management and Depository solutions. The VPTM will significantly influence client decisions to help businesses succeed though efficiency, automation, and maximum utilization of assets. The VPTM will partner with Relationship Managers, Retail Managers, and Digital Operations to present and onboard, administer, and support new business deposit opportunities.
Essential Functions:
- Develop client relationships as a trusted advisor, recommending value added products/services.
- Keep a working knowledge of digital banking solutions to effectively deliver Treasury Management products and services support, demos, or presentations.
- Actively engage with customers and prospects to market Treasury Management products and services, both independently and with Commercial and Retail associates.
- Prepare proformas and presentations for customers and prospects.
- Partner with all internal customer support teams to provide exceptional client servicing.
- Achieve deposit and fee income goals.
- Assist with, or lead training for commercial and Retail team on Treasury Management and Digital Banking products and services.
- Participates in the execution of the Bank's strategic plan and collaborates with partners on the development of short and long term plans for Treasury Management within the Bank.
- Serves as a member of the Bank's Marketing Committee.
- Other duties as assigned by supervisor.
QUALIFICATIONS AND EDUCATION REQUIREMENTS
- Bachelor's degree in Business, Finance, Marketing, or equivalent
- Certified Treasury Professional (CTP) or Certified Cash Manager (CCM) designation preferred, but not required.
- Prior experience with Treasury Management products and services, preferred.
- Knowledge of commercial purchasing card services preferred.
- Strong interpersonal and communication skills to facilitate training and sales activities.
- Strong leadership, collaboration, project and task execution, and organizational skills
- 3-5 years of client facing Treasury Management experience
Job tags
Salary