Treasury Management Officer

2 weeks ago


Rochester, United States myGwork LGBTQ Business Community Full time

This inclusive employer is a member of myGwork – the largest global platform for the LGBTQ+ business community. Are you customer focused, enjoy building relationships and providing financial solutions to your clients? You have found the right team. As a Treasury Management Officer in Middle Market Banking, you will generate new treasury management business and maintain relationships with clients.You will leverage your deep treasury product knowledge to develop and execute a localized market and product strategywhiledeveloping partnerships with Bankers, Client Service, Product Leadership (Core Cash, Card and Commerce Solutions) and Implementation teams.

Job Responsibilities

Grow revenue by successfully prospecting and sourcing new treasury management business while retaining and expanding existing customer relationships.

Create strategic dialogues around key client-centric issues, incorporating best practices, industry benchmarking, opportunity quantification and solution positioning

Collaborate with bankers and clients at senior and strategic levels to proactively provide integrated treasury solutions within a consultative and client driven framework

Lead business process reviews aligned to key client sales opportunities and engage industry solutions specialist for complex client business process reviews

Raise new solution ideas while partner with internal product stakeholders to represent the client perspective in the development and evolution of complex products and solutions

Deliver thought leadership to the market, prospects and clients on the working capital solutions at client roundtables, industry conferences, webinars, and professional media platforms.

Manage the non-credit risk for customer portfolio and monitor and enhance profitability of all assigned relationships

Required Qualifications, Capabilities And Skills

10+ years of cash management, sales and relationship management experience

Success developing new business with focus on prospecting utilizing strong selling and negotiation skills

Knowledge and understanding of Treasury Service products, credit and risk process, overdraft management discipline, and pricing philosophy

Excellent verbal and written communication skills

Ability to develop strong working relationships with clients, colleagues, external centers of influence (COI), and external consulting organization

Strong time management, organizational and planning skills

Demonstrated experience of meeting or exceeding sales goals; proven top individual contributor

Preferred Qualifications, Capabilities And Skills

Bachelor’s degree

Certified Treasury Professional designation

Strong creative solution and problem-solving abilities

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