Treasury Management Officer
Company: Coulee Bank
Posted on: January 22, 2023
This position provides treasury management expertise for the
bank and is responsible for the growth of cash management revenue.
The position will help broaden and deepen existing and new
relationships with our cash management products and services by
providing customer consultation services, identifying cross-sell
opportunities, and ensure these relationships receive excellent
cash management services.
Increases deposits and fee income through the implementation of new
customers as well as through cross-selling opportunities through a
consultative sales approach based upon understanding the client's
needs and providing effective solutions.
Assists with vendor management to ensure most effective utilization
of products and services.
Monitors service level provided by related vendors and works
through proper channels for resolving deficiencies.
Assists in researching and recommending enhancements to existing
technology or introduction of new technology to create new
efficiencies and opportunities for our customers
Works closely with business banking officer and retail banking
managers to identify business customers that may benefit from cash
management products. Completes offsite customer sales calls both
with and without lending sales staff.
Works with Deposit Operations departments on development,
establishment, and testing of existing and new cash management
Works with marketing department on marketing of existing and new
cash management products.
Maintains ample knowledge of commercial account products in order
to cross sell the service. Performs analysis of commercial DDA
accounts as requested.
Coordinates with VP, Electronic Banking & Operations Manager in
preparing responses to RFP's.
--To perform this job successfully, an individual must be able to
perform each essential duty and responsibility satisfactorily. The
requirements listed below are representative of the knowledge,
skill, experience, and ability required. Reasonable accommodations
may be made to enable individuals with disabilities to perform the
Degree in Business, Finance or Accounting or the equivalent
combination of education and work experience is required.
Prior Treasury Management experience is required.
Must possess good verbal skills to effectively communicate with
internal/external customers. Strong written skills are needed to
accurately and clearly describe the details of a variety of
Must be proficient in Microsoft productions, including Excel and
Word, as well and bank core systems such as Jack Henry.
Work is performed within an office environment. Frequent mental and
visual concentration for computer use is required. Potentially will
drive to a seminar or one of the various bank locations.
Keywords: Coulee Bank, Minnetonka , Treasury Management Officer, Executive , Minnetonka, Minnesota
Didn't find what you're looking for? Search again!