Current jobs related to Treasury Management Officer - Phoenix - Integro Bank

  • Treasury Management Officer

    2 weeks ago

    Phoenix, Arizona, United States Integro Bank Full time

    About the RoleWe are seeking a highly motivated and experienced Treasury Management Officer to join our team at Integro Bank. As a key member of our sales team, you will be responsible for identifying and acquiring new business clients with a focus on depository and treasury management solutions.Key ResponsibilitiesIdentify and analyze business opportunities...

  • Bank Treasury Management Officer

    3 weeks ago

    Phoenix, United States Integro Bank Full time

    JOB TITLE:                         Treasury Management Officer (TMO)REPORTS TO:                    EVP, Chief Innovation Officer CLASSIFICATION:            ExemptLOCATION:                        Phoenix, Arizona HQ...

  • Bank Treasury Management Officer

    1 month ago

    phoenix, United States Integro Bank Full time

    JOB TITLE:                         Treasury Management Officer (TMO)REPORTS TO:                    EVP, Chief Innovation Officer CLASSIFICATION:            ExemptLOCATION:                        Phoenix, Arizona HQ...

  • Bank Treasury Management Officer

    3 weeks ago

    Phoenix, United States Integro Bank Full time

    JOB TITLE:                         Treasury Management Officer (TMO)REPORTS TO:                    EVP, Chief Innovation Officer CLASSIFICATION:            ExemptLOCATION:                        Phoenix, Arizona HQ...

  • Bank Treasury Management Officer

    1 week ago

    phoenix, United States Integro Bank Full time

    JOB TITLE:                         Treasury Management Officer (TMO)REPORTS TO:                    EVP, Chief Innovation Officer CLASSIFICATION:            ExemptLOCATION:                        Phoenix, Arizona HQ...

  • Bank Treasury Management Officer

    1 month ago

    Phoenix, United States Integro Bank Full time

    JOB TITLE:                         Treasury Management Officer (TMO)REPORTS TO:                    EVP, Chief Innovation Officer CLASSIFICATION:            ExemptLOCATION:                        Phoenix, Arizona HQ...

  • Treasury Management Leader

    4 weeks ago

    Phoenix, Arizona, United States Strivector Full time

    About the Role:We're seeking an experienced professional to lead our treasury operations team in Phoenix, AZ. This role is crucial to ensuring efficient back-office operations and accurate financial data management.Key Responsibilities:Lead and oversee Treasury Management and Deposit Operations.Utilize FIS Horizon for effective treasury management;...

  • Treasury Management Leader

    1 month ago

    Phoenix, Arizona, United States Strivector Full time

    About the Role:We're seeking an experienced professional to lead our treasury operations team in Phoenix, AZ. This critical role ensures efficient back-office operations and accurate financial data management.Key Responsibilities:Lead and oversee Treasury Management and Deposit Operations.Utilize FIS Horizon for effective treasury management; proficiency in...

  • Treasury Management Officer

    4 days ago

    Phoenix, Arizona, United States Integro Bank Full time

    About the RoleWe are seeking a highly motivated and experienced Treasury Management Officer to join our team at Integro Bank. As a key member of our sales team, you will be responsible for identifying and acquiring new business clients, with a focus on depository and treasury management solutions.Key Responsibilities:Develop and execute sales strategies to...

  • Treasury Management Director

    2 weeks ago

    Phoenix, Arizona, United States Strivector Full time

    About the Role: We are seeking a seasoned professional to lead our treasury operations team in Phoenix, AZ. This role is crucial to ensuring efficient back-office operations and accurate financial data management. Key Responsibilities: Lead and oversee Treasury Management and Deposit Operations Utilize FIS Horizon for effective treasury management;...

  • Director of Treasury Management and Deposits

    1 month ago

    Phoenix, United States Strivector Full time

    About the Role: We're looking for an experienced professional to lead our treasury operations team in Phoenix, AZ. This role is critical to ensuring efficient back-office operations and accurate financial data management. Responsibilities: Lead and oversee Treasury Management and Deposit Operations. Utilize FIS Horizon for effective treasury management;...

  • Senior Treasury Manager

    4 days ago

    Phoenix, Arizona, United States Wells Fargo Full time

    At Wells Fargo, we are seeking a highly skilled Senior Treasury Analyst to manage and support our global treasury activities.Key responsibilities include:Managing funding and liquidity riskOverseeing asset and liability managementLeading capital management and financial performance managementMonitoring and evaluating global market conditionsThis role...

  • Treasury Management Specialist

    2 weeks ago

    Phoenix, Arizona, United States PNC Bank NA Full time

    Job SummaryPNC Bank NA is seeking a skilled Treasury Management Officer II to join our team. As a key member of our financial operations team, you will be responsible for managing cash and liquidity, optimizing financial performance, and ensuring compliance with regulatory requirements.Key ResponsibilitiesManage cash and liquidity to minimize costs and...

  • Treasury Management and Deposit Operations Leader

    3 days ago

    Phoenix, Arizona, United States Strivector Full time

    About the Role:We're seeking a seasoned professional to lead our treasury operations team in Phoenix, AZ. This critical role ensures efficient back-office operations and accurate financial data management.Key Responsibilities:Lead and oversee Treasury Management and Deposit Operations.Utilize FIS Horizon for effective treasury management; proficiency in this...

  • Senior Treasury Management Advisor

    7 days ago

    Phoenix, Arizona, United States Western Alliance Bank Full time

    Job Title: Senior Treasury Management AdvisorLocation: CityScapeJob Summary:As a Senior Treasury Management Advisor at Western Alliance Bank, you will be responsible for developing new Treasury Management business, expanding existing business relationships, and delivering Treasury Management services to new and existing customers. You will assist in...

  • Senior Treasury Management Advisor

    4 days ago

    Phoenix, Arizona, United States Western Alliance Bank Full time

    Job SummaryWe are seeking a highly skilled Senior Treasury Management Advisor to join our team at Western Alliance Bank. As a key member of our team, you will be responsible for developing new Treasury Management business, expanding existing relationships, and delivering exceptional customer service.Key ResponsibilitiesDesign and implement new Treasury...

  • Treasury Management Sales Professional

    1 month ago

    Phoenix, Arizona, United States Integro Bank Full time

    About the RoleWe are seeking a highly motivated and experienced Treasury Management Sales Professional to join our team at Integro Bank. As a key member of our sales team, you will be responsible for identifying and acquiring new business clients with a focus on depository and treasury management solutions.Key ResponsibilitiesDevelop and execute sales...

  • Treasury Consultant

    2 weeks ago

    Phoenix, Arizona, United States Vaco Full time

    Job Title: Treasury ConsultantVaco is seeking a highly skilled Treasury Consultant to join our team. As a Treasury Consultant, you will be responsible for assisting with the setup and management of banking relationships for a healthcare organization.Key Responsibilities:Manage banking relationships and ensure seamless operationsAssist with project management...

  • Treasury Specialist

    4 weeks ago

    Phoenix, United States Sares-Regis Group Full time

    Job DescriptionJob DescriptionTreasury SpecialistUS-AZ-PhoenixJob ID: 2024-4942Type: Regular Full-Time# of Openings: 1Category: Accounting/FinanceSares Regis Corporate-AZOverviewWe are growing -- come join our team!Sares Regis Group of Newport Beach, California, is a privately held real estate development, investment and management firm that focuses on...

  • Senior Treasury Management Advisor I

    3 days ago

    Phoenix, Arizona, United States Western Alliance Bank Full time

    About the Role:We are seeking a highly skilled Treasury Management Advisor to join our team at Western Alliance Bank. As a key member of our division, you will be responsible for developing new Treasury Management business, expanding existing relationships, and delivering exceptional service to our customers.Key Responsibilities:Design and develop new...

Treasury Management Officer

2 months ago

Phoenix, United States Integro Bank Full time
Job DescriptionJob DescriptionDescription:

SUMMARY:

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 excited at the prospect of joining the #1 ranked, fastest growing Arizona based bank at a time when other banks are shrinking in sizing. 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 Integro360 services and the Integro Bank CEO Club - which we invented and provide for free to business owners, and 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 Integro Bank 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 end-to-end treasury management and digital solutions.


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


RESPONSIBILITIES:

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, non-profit and personal client relationships to drive substantial new core deposits, with a focus on fee revenue from treasury management solutions.
  • 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 end-to-end treasury management and digital solutions.
  • Responsible to drive top financial performance, client consultancy excellence 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 with Digital Marketing to build marketing collateral, consultation tools including PowerPoint, build and implement Integro Bank Digital Treasury Management strategy and campaigns.
  • 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.
  • 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 providing ideas and insights based on an understanding of the business client's needs and their financial well-being. 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 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.


Requirements:

QUALIFICATIONS:

Knowledge, Skills & Abilities

  • Business Acumen – Knowledge, insight, and understanding of business concepts, tools, and processes that are needed for making sound decisions in the context of the company's business; ability to apply this knowledge appropriately to diverse situations.
  • Leadership - High levels interpersonal and leadership skills necessary to represent the bank in a positive manner when interacting with customers and team members. Ability to inspire, to attract and build talents.
  • 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 inner-workings.
  • 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 job-related programs)
  • Managing Risk - Strong with risk mitigation management and well versed with compliance, regulatory requirements, NACHA, BSA and AML; adhere to and support Integro Bank’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 decision-making 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.
  • Design Thinking – Knowledge of the concepts, principles, and processes of design thinking; ability to utilize the knowledge in designing new products and services and even improving organizational operation.
  • 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.
  • Innovation – Develops new ideas and initiatives that improve the performance of the organization. Knowledge of and ability to design, apply and evaluate new information technologies for product innovation and design.
  • Solutions Development – Knowledge of and the ability to assess customer needs and provide solutions for them.

Education & Experience:

  • Bachelor’s degree in finance, economics, or business administration preferred.
  • A minimum of 3+ years’ direct experience in Treasury management sales and/ or product management.
  • Demonstrated success in winning TM business deals and well-versed with the servicing and onboarding process.
  • Experience in working in an environment where only limited standardization exists.
  • Experience in leading, developing, training, inspiring, and motivating teams.

ENVIRONMENT & PHYSICAL DEMANDS:

  • Ability to lift a minimum of 20lbs. (e.g., file boxes)
  • Must be able to sit/stand 90% of the time, bend, and stoop
  • Requires ability to use the keyboard for up to 8 hours
  • Travel may be required


The preceding job description has been designed to indicate the general nature and level of work performed by employees within this classification. It is not designed to contain or be interpreted as a comprehensive inventory of all duties, responsibilities, and qualifications required of employees assigned to this job

INCLUSION AND EQUAL OPPORTUNITY EMPLOYMENT: Integro Bank is an equal opportunity employer committed to diversity and inclusion. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, veteran status, or any other basis protected by law.

About Integro Bank: Our Mission is to “Lift and Transform Lives.” We focus on helping small businesses maximize growth because “Employment lifts people up and transforms lives”.


Our Core Values are:


  • Earn and be worthy of Trust: Trust is everything. Be authentic, honest, make personal connections and keep your promises.
  • Demonstrate an optimistic and positive attitude: Our intentions should be upbeat, positive and lift others up. Positivity breeds success.
  • Focus on client-centric solutions: We listen, understand and WOW our clients.
  • We deliver results: Own it, be accountable, committed and strive for positive outcomes in everything we do.

Benefits: Comprehensive benefits package including: Health, dental and vision insurance, paid time off, company paid life insurance, short and long-term disability, 401k, and tuition savings program.