Treasury Management Advisor - Commercial Clients

Veritas Partners; Pennsylvania; On-site; USD 75,000 - 110,000; Full time

Job summary

Veritas Partners is seeking an experienced business development professional focused on small business and commercial customers to expand our treasury management footprint. You will conduct outreach, assess cash flow needs, and tailor treasury solutions at client sites, while collaborating with product and service lines to maximize deposits and non-interest income.

The role emphasizes relationship building, strategic calling, and the ability to convert prospects into long-term banking partners

Qualifications

• 5+ years' experience in a business development capacity focused on small business and commercial customers

Responsibilities

• Outreach to commercial customers to develop new business and maintain relationships.
• Identify treasury management needs and propose solutions to customers.
• Interface with lines of business to grow non-interest income and core deposits from commercial customers.
• Cross-sell other bank products and services and refer clients to other bank areas as appropriate.

Skills

Business development

Sales strategy

Customer relationship management

Treasury management

Job description

Veritas Partners is seeking an experienced business development professional focused on small business and commercial customers to expand our treasury management footprint. You will conduct outreach, assess cash flow needs, and tailor treasury solutions at client sites, while collaborating with product and service lines to maximize deposits and non-interest income.

The role emphasizes relationship building, strategic calling, and the ability to convert prospects into long-term banking partners