Treasury Management Officer jobs in United States
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The Citizens Bank · 4 hours ago

Treasury Management Officer

The Citizens Bank is a community-focused financial institution committed to serving the evolving needs of the communities we serve. They are seeking a Treasury Management Officer to partner with business clients to optimize financial operations and enhance cash flow management.

Asset ManagementBankingFinanceFinancial ServicesLending

Responsibilities

Drive business development through new client acquisition and cross-selling opportunities
Deliver exceptional service to deepen relationships, ensure retention, and provide expert financial consultation
Develop an understanding of client industries, strategies, and financial environments to identify needs and recommend treasury management solutions
Support revenue and deposit growth goals for the Bank
Ensure compliance with all Bank policies, procedures, and applicable state and federal regulations
Prepare proposals, conduct client service reviews, and build strong professional relationships with decision makers
Provide training and guidance to bank partners on treasury management products and services

Qualification

Financial consultationBusiness developmentSales experienceCustomer serviceProposal preparationTechnology proficiencyPersuasive communicationUnderstanding industriesSelf-motivation

Required

Strong persuasive communication skills-verbal, written, and in presentations
Exceptional customer service abilities
Capability to prepare and present compelling proposals
Business acumen and an ability to understand diverse industries
Strong computer skills and proficiency with technology
Self-motivation and the ability to independently source and pursue business opportunities

Preferred

Prior sales experience (banking experience preferred)

Benefits

Medical, Dental, and Vision Insurance
401(k) Retirement Plan
Life Insurance
Health Savings Account (HSA)
Flexible Spending Account (FSA)
Paid Time Off (PTO)

Company

The Citizens Bank

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The Citizens Bank is a community bank that provides online banking, loans, savings, cash management, and financial services.

Funding

Current Stage
Growth Stage

Leadership Team

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Thomas Bouchette
President
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Company data provided by crunchbase