Treasury Management Officer

1 month ago

Daytona Beach, United States Intracoastal Bank Full time
Job DescriptionJob DescriptionDescription:

Intracoastal Bank is searching for a Treasury Management Officer to be an integral part of launching, building, and leading our Treasury Management department.


Over the years, we have established ourselves as a market leader in community banking and we’re looking for the right person to help take us to the next level. If you have an entrepreneurial and innovative approach to business, coupled with drive and a commitment to growth, we want to meet with you.


At Intracoastal Bank, you will be part of a diverse team of top performers in banking that is passionate about providing exceptional service and banking solutions to our communities to help them thrive. You will be inspired by the stability and integrity of our community bank and proud of the relationships you build that help your clients succeed.


Why Intracoastal Bank?

· It’s like working for a small business that happens to be a bank that is unique in the industry.

· We have an entrepreneurial spirit

· You get to work with the “A” team of bankers.

· You’ll have a positive work environment with supportive managers and teammates.

· You’re encouraged to become passionate about and involved in your community.

· You will be empowered to impact change.

· You will experience the reward of assisting in the growth and success of local businesses.

· You will be part of a company that invests in you


Exceptional Benefits Package

  • Employee Stock Ownership Program (ESOP): You will have the opportunity to participate in and reap the rewards of the growth of the company through this prestigious profit-sharing program.
  • 401k Retirement Plan: You will also be able to participate in a 401k retirement program.
  • Professional Development: You will receive tuition assistance for your professional development.
  • Paid Time Off: You will have 11 paid holidays, a paid birthday/flex day, and 15 PTO days per year.
  • Health Insurance: You will have fully-paid employee health insurance with several options to choose from.
  • Other Insurance: You will be able to enroll in other group insurance benefits such as dental, vision, life, disability, as well as pet insurance, legal aid, auto/home insurance, identity theft protection, other supplemental benefits, and an Employee Assistance Program (EAP).
  • And there’s more You get a free checking and savings account and a free safety deposit box.


The Treasury Management Officer will support Relationship Managers/Officer in identifying new treasury management revenue sources and supporting the retention of existing clients. This role will be responsible for meeting or exceeding assigned sales and retention goals, selling Treasury Management services, providing company analysis, and technical support in the Treasury Management department.

What you’ll do in this “A” Team role:

  • Meet or exceed individual sales and retention goals adhering to corporate, legal, and regulatory policies, guidelines, and requirements regarding compliance.
  • Independently expand existing relationships and solicit new business through client referrals and cold calling efforts to meet or exceed the Bank’s strategic goals.
  • Generate new Treasury Management revenue sources.
  • Resolve treasury management operational problems requiring identification of cause and implementation of corrective action with Treasury Management staff or other departments.
  • Conduct on-site sales and service meetings with complex Treasury Management clients for identification and integration of multiple services.
  • Acts as a consultant to prospects, clients, and officers to develop and implement Treasury Management systems.
  • Prepare and negotiate complex Treasury Management service proposals.
  • Independently complete agreements and correspondence with clients.
  • Organize and conduct training sessions for calling clients.
  • Participate in the development of marketing and training materials.
  • Develop and maintain an in-depth understanding of the Treasury Management products offered by the Bank and the processes for delivering these services.
  • Other duties as assigned by Bank leadership.
Requirements:

What’s required of this role for you to join the Intracoastal “A” team

  • Bachelor’s degree in business, finance, or accounting.
  • A minimum of 2 years in sales of treasury management products, selling processes, and vendor interaction within the financial services industry.
  • Strong knowledge of Treasury Management products and solutions and corporate sales processes.
  • Proven track record of business development and supporting growth of client relationships within the financial services industry.
  • Ability to be subject matter expert and, using technical knowledge of products, effectively influence obtaining agreement with recommendations.
  • Ability to identify critical issues and interdependencies among system elements that impact products and performance.
  • Must be ambitious, highly motivated, and a self-starter with the ability to meet and exceed established sales goals.
  • Excellent organizational, analytical, and interpersonal skills.
  • Strong problem-solving, negotiation, and follow-up skills.
  • Excellent verbal and written communication skills.
  • Working knowledge of Microsoft Office products.
  • Ability to stand, walk, sit; talk or hear, both in person and by phone; use hands to finger, handle, or feel objects and controls; reach with hands and arms. Ability to occasionally stoop, kneel, bend, crouch, and lift up to 25 pounds.
  • Ability to apply logical or scientific thinking to define problems, collect data, establish facts, and draw conclusions.
  • Ability to interpret a variety of technical instructions and deal with multiple variables.
  • Ability to prepare business letters, proposals, summaries, and reports using prescribed format and conforming to all rules of punctuation, grammar, diction, and style.
  • Ability to communicate at panel discussions and make professional presentations.

  • Treasury Management Officer

    4 days ago

    Daytona Beach, United States Intracoastal Bank Full time

    Job DescriptionJob DescriptionDescription:Intracoastal Bank is searching for a Treasury Management Officer to be an integral part of launching, building, and leading our Treasury Management department. Over the years, we have established ourselves as a market leader in community banking and we’re looking for the right person to help take us to the next...

  • Treasury Management Officer III

    14 hours ago

    Newport Beach, California, United States Fifth Third Full time

    About the Role:Fifth Third Bank is seeking a highly skilled and experienced Treasury Management Officer III to join our team. As a key member of our treasury team, you will be responsible for driving business growth, delivering exceptional client service, and providing strategic treasury advisory services to our clients.Key Responsibilities:Business...

  • Treasury Management Officer III

    3 days ago

    Newport Beach, United States Fifth Third Full time

    Treasury Management Officer III 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 FUNCTION: Member of a highly productive, industry leading team of treasury professionals. Responsible for business development (new and cross-selling),...

  • Corporate Treasury Officer

    2 weeks ago

    Newport Beach, California, United States Fifth Third Full time

    Enhance Banking Solutions at Fifth ThirdOVERVIEW:Join a dynamic and innovative team of treasury experts dedicated to delivering exceptional client service and driving business growth. As a key member of our treasury management division, you will play a vital role in fostering client relationships and identifying financial solutions tailored to their...

  • Treasury Management Officer III

    1 month ago

    Newport Beach, United States Fifth Third Bank, N.A. 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 FUNCTION: Member of a highly productive, industry leading team of treasury professionals. Responsible for business development (new and cross-selling), client service excellence,...

  • Treasury Solutions Officer

    2 weeks ago

    Newport Beach, California, United States Fifth Third Full time

    Elevate Banking with Fifth ThirdAt Fifth Third Bank, we connect exceptional talent with remarkable opportunities. Are you prepared to advance your career in banking?GENERAL FUNCTION:As a key member of a dynamic and leading treasury team, you will play a crucial role in driving business growth through new client acquisition and enhancing existing client...

  • Senior Treasury Management Specialist

    6 days ago

    Newport Beach, California, United States Fifth Third Full time

    Elevate Banking with Fifth Third At Fifth Third Bank, we pride ourselves on connecting talented individuals with exceptional career opportunities in the banking sector.POSITION SUMMARY:As a vital member of a top-tier team of treasury experts, you will be tasked with driving business growth through new client acquisition and enhancing existing client...

  • Treasury and Accounts Payable Manager

    3 days ago

    Myrtle Beach, South Carolina, United States Capital Vacations Full time

    Job SummaryThe Director of Treasury Operations and Accounts Payable will oversee the team responsible for forecasting, banking administration, payments, banking relationships, and merchant card processes. This role requires a strong leader who can manage the day-to-day activities of the team to meet the financial obligations of Capital Vacations.Key...

  • Senior Treasury Management Specialist

    2 weeks ago

    Newport Beach, California, United States Fifth Third Full time

    Position Overview:A Senior Treasury Management Specialist is required to enhance a dynamic team of treasury experts at Fifth Third Bank, focused on business expansion, exceptional client service, and revenue enhancement. This position entails working closely with internal stakeholders and engaging in external networking to achieve business objectives and...

  • Senior Treasury Management Specialist

    2 weeks ago

    Newport Beach, California, United States Fifth Third Full time

    Position Overview:A Senior Treasury Management Specialist is required to become part of a dynamic team of treasury experts at Fifth Third Bank, focused on driving business growth, delivering exceptional client service, and enhancing revenue streams. This position entails working closely with internal stakeholders and engaging in external networking to...

  • Senior Treasury Operations Manager

    2 weeks ago

    Palm Beach Gardens, Florida, United States Dycom Industries, Inc. Full time

    Elevate Your Career as a Senior Treasury Operations ManagerAt Dycom Industries, we invite you to explore a fulfilling career as a Senior Treasury Operations Manager. In this pivotal role, you will be tasked with the formulation and execution of strategies aimed at enhancing the organization’s liquidity, mitigating financial risks, and optimizing investment...

  • Director of Treasury Operations and Cash Management

    3 days ago

    Myrtle Beach, South Carolina, United States Capital Vacations Full time

    Job SummaryThe Director of Treasury Operations and Accounts Payable will oversee the team responsible for forecasting, banking administration, payments, banking relationships, and merchant card processes. This role requires a strong leader who can manage the day-to-day activities of the team to meet the financial obligations of Capital Vacations.Key...

  • Treasury Sales Analyst I

    2 weeks ago

    Newport Beach, California, United States Bank of America Full time

    Treasury Sales Analyst ILocation: Various locationsJob Overview:At Bank of America, our mission is to enhance financial well-being through every connection we make. We are committed to Responsible Growth, which reflects our dedication to our clients, employees, communities, and shareholders.We strive to create a diverse and inclusive environment, welcoming...

  • Treasury Sales Analyst I

    2 weeks ago

    Newport Beach, California, United States Bank of America Full time

    Treasury Sales Analyst ILocation: Various locations across the United StatesJob Overview:At Bank of America, our mission is to enhance financial well-being through every connection we make. Our commitment to Responsible Growth is evident in how we operate and serve our clients, employees, communities, and shareholders.We prioritize creating a diverse and...

  • Business Analyst(Treasury)

    2 weeks ago

    Mastic Beach, United States MyCareersFuture Full time

    Roles & Responsibilities Detail-oriented treasury analyst to manage and analyze the financial activities of our business. In this role, you will be required to analyze and interpret financial data, prepare treasury reports and analytical documents, generate financial forecasts, and Develop effective cash and asset management strategies. To be a...

  • Senior Project Manager

    3 days ago

    Mastic Beach, New York, United States MyCareersFuture Full time

    About the Role:MyCareersFuture is seeking a highly skilled Treasury Product Project Manager to join our team. As a key member of our organization, you will be responsible for delivering multiple releases on schedule, providing timely milestone updates to stakeholders, and managing diverse stakeholder expectations.Key Responsibilities:Ensure timely delivery...

  • Manager, Payment Services

    2 weeks ago

    West Palm Beach, United States The Sterling Organization LLC Full time

    Job DescriptionJob DescriptionSterling Organization is seeking a Manager, Treasury at either our headquarters in West Palm Beach, FL or in Detroit, MI. The position focuses on banking and cash management functions, requiring a candidate who is a strong communicator, proactive, detail-oriented, and a quick learner with problem-solving...

  • Manager, Payment Services

    4 days ago

    West Palm Beach, United States The Sterling Organization LLC Full time

    Job DescriptionJob DescriptionSterling Organization is seeking a Manager, Treasury at either our headquarters in West Palm Beach, FL or in Detroit, MI. The position focuses on banking and cash management functions, requiring a candidate who is a strong communicator, proactive, detail-oriented, and a quick learner with problem-solving...

  • Lead Treasury Credit Analyst

    2 weeks ago

    Deerfield Beach, Florida, United States Brilliant™ Management Resources Full time

    Job OverviewWe are currently seeking a contract-to-hire Lead Treasury Credit Analyst for a prominent manufacturing organization. This role offers a hybrid work arrangement, requiring three days in the office and two days remote.The purpose of this position is to oversee credit and collection activities, assisting the Credit Supervisor in enhancing approval...

  • Treasury Business Analyst

    3 months ago

    Palm Beach Gardens, United States Carrier Full time

    About This Role This position will provide you with the unique opportunity to work with multiple regional Corporate functions, including treasury, finance, accounting, business services, tax, audit, and controllership. The role is expected to support the transformation of the system, process, and controls. As an analyst in the treasury team, this role...