Senior Treasury Management Officer

The Agency; Phoenix (AZ); On-site; USD 140,000 - 190,000; Full time

Benefits offered by this job

Uncapped commission potential

Ownership of business development

Senior collaboration with bankers and

Job summary

The Agency Recruiting in Phoenix seeks an experienced treasury professional to drive new commercial relationships and expand cash management solutions for business clients. You will partner with senior executives to deliver liquidity, payments and working capital strategies, while building a personal pipeline and leading onboarding for new clients.

Ideal candidates have 8+ years in treasury or related fields, a Bachelor's degree, and a track record of growth.

Qualifications

• 8+ years in treasury management, treasury sales, or related field.
• Proven success developing commercial relationships and generating new business.
• Experience producing measurable results in deposits and treasury-related revenue.
• Strong understanding of cash management, payments, liquidity, receivables, payables, fraud prevention, and working capital solutions.

Responsibilities

• Build and maintain a pipeline of prospective commercial clients through networking, referrals, and targeted outreach.
• Develop relationships with business owners, CFOs, controllers, and other decision-makers.
• Evaluate existing cash management and payment processes to identify opportunities for efficiency, liquidity, and security improvements.
• Recommend and sell treasury solutions aligned with client operating model and objectives.
• Generate new deposits and treasury fee income via new clients and expanded relationships.
• Collaborate with commercial bankers, private bankers, lenders, wealth advisors, and product teams to uncover opportunities.
• Lead client presentations and translate treasury concepts into business benefits.
• Coordinate onboarding from sale to implementation with a highly responsive, personalized approach.
• Stay engaged post-implementation to identify needs and increase wallet share.
• Maintain knowledge of payment technology, fraud controls, liquidity tools, and related services.
• Ensure documentation and regulatory, risk, and compliance adherence.

Skills

Treasury management

Relationship selling

Executive communication

Business development

Education

Bachelor's degree

CTP or credentials

Job description

A growing private banking organization is looking for an experienced treasury professional to help expand its commercial banking presence in the Phoenix market. This is a highly visible role for someone who enjoys working directly with business owners and senior executives and wants more control over their business development efforts.

Rather than operating within a large, highly segmented banking organization, this position offers the opportunity to work in a lean, entrepreneurial environment where your ideas, relationships, and production can have a direct impact on the growth of the institution.

The successful candidate will be responsible for developing new commercial relationships, expanding existing relationships, and helping clients improve the way they manage cash, payments, liquidity, and working capital.

What You'll Do

• Build and maintain a pipeline of prospective commercial clients through personal networking, referrals, community involvement, centers of influence, and targeted outreach.
• Develop relationships with business owners, CFOs, controllers, and other key financial decision-makers.
• Evaluate a company's existing cash management and payment processes and identify opportunities to improve efficiency, liquidity, security, and working capital.
• Recommend and sell treasury solutions that align with each client's operating model and financial objectives.
• Generate new deposits and recurring treasury fee income through new client acquisition and expansion of existing relationships.
• Work alongside commercial bankers, private bankers, lenders, wealth advisors, and internal product teams to uncover broader opportunities.
• Lead client presentations and solution discussions, translating complex treasury concepts into clear business and financial benefits.
• Coordinate the transition from sale through implementation, ensuring new clients receive a highly responsive and personalized onboarding experience.
• Stay engaged after implementation to identify additional needs, strengthen relationships, and increase wallet share.
• Maintain a strong understanding of payment technology, fraud controls, liquidity tools, receivables, payables, ACH, wires, cash concentration, and other commercial treasury services.
• Maintain appropriate documentation and adhere to applicable regulatory, risk, and compliance requirements.

What We're Looking For

• 8+ years of experience in treasury management, treasury sales, commercial banking, private banking, or a closely related discipline.
• Demonstrated success developing commercial relationships and generating new business.
• Experience producing measurable results in commercial deposits and treasury-related revenue.
• Strong understanding of cash management, commercial payments, liquidity, receivables, payables, fraud prevention, and working capital solutions.
• Ability to conduct consultative sales conversations with sophisticated business clients and senior decision-makers.
• Strong presentation, communication, negotiation, and relationship-building skills.
• Comfortable prospecting independently and building a market presence.
• Ability to work effectively in a smaller, entrepreneurial organization where collaboration and individual ownership are important.
• Bachelor's degree preferred; CTP or other relevant professional credentials are a plus.

Why Consider It

This position is designed for someone who wants more than a traditional treasury seat at a large financial institution.

The organization offers:

• Phoenix-based opportunity
• Uncapped commission potential
• Significant ownership over business development and market growth
• Access to sophisticated business owners, entrepreneurs, and affluent clients
• A highly personalized, relationship-focused banking model
• Direct collaboration with senior banking and wealth professionals
• An entrepreneurial environment with less bureaucracy and greater autonomy
• Long-term leadership potential, including a strong path toward a Regional Bank President opportunity around the five-year mark for the right performer

This is an opportunity for a proven treasury professional to build a book of business, grow revenue, develop deeper client relationships, and potentially transition into broader banking leadership over time.

Equal Employment Opportunity Statement

The Agency Recruiting is an Equal Employment Opportunity (EEO) employer and considers all qualified applicants without regard to race, color, religion, sex, national origin, age, disability, veteran status, or any other protected characteristic protected under applicable federal, state, or local law.