Treasury Management Officer
4 days ago
The Treasury Management Officer is a dynamic and results-driven professional responsible for cultivating new business relationships and expanding existing ones within Civista Bank's treasury management and depository products. This role requires collaboration with Commercial Lenders and other sales units to design and deliver tailored treasury solutions, reflecting the bank's mission to enhance the financial lives of its employees and shareholders while making a positive impact in the communities it serves.
Key Responsibilities:
- Proactively engage with new and existing commercial clients to develop and grow cash management sales business, identifying opportunities to increase profitability and deposit services.
- Monitor client relationships and proactively review assigned portfolios to identify deposit and cash management services, solutions, and cross-sale opportunities based on customer needs.
- Create and evaluate cash management sales proposals and pricing for prospective and existing clients to further develop and strengthen business relationships.
- Prepare for pre-proposal discussions to fully understand client requirements and shape preferred solutions, ensuring alignment with customer needs.
- Promote business for Civista Bank by maintaining up-to-date knowledge of cash management sales programs, products, and services, as well as applicable regulatory and compliance requirements.
- Collaborate with service and operational areas of the Bank, third-party vendors, etc., providing input to Bank systems designs, modifications, and implementation of cash management services implementation processes.
- All other duties as assigned to support the key accountabilities.
Requirements:
- A minimum of five years' experience in the banking or financial industry; sales or marketing experience is preferred.
- Bachelor's Degree in Business or Finance-related field or equivalent work experience.
- Treasury Management designation (CTP) is desirable.
- Demonstrated business development and relationship management skills.
- Strong understanding of global treasury management products, services, and trends.
- Above-average computer literacy, particularly in Microsoft Office Suite, with the ability to become proficient in specific software required for this position.
- A high level of initiative, thoroughness, accuracy, and confidentiality is essential.
- Detail-oriented with strong analytical skills.
- Solid oral and written communication, sales, and public relations skills are necessary.
Estimated Salary: $80,000 - $110,000 per year, depending on qualifications and location, offers a competitive compensation package that includes benefits and opportunities for career advancement.
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