Treasury Management Client Relationship Manager

One Community Bank; Oregon (WI); On-site; USD 90,000 - 130,000; Full time

Benefits offered by this job

Medical, Dental, and Vision insurance

401(k) with match

Life Insurance

Disability insurance

Flexible Spending Account (FSA)

Paid Time Off (PTO)

Pet Insurance

Job summary

One Community Bank is seeking a Treasury Management Client Relationship Manager to retain and expand a portfolio of business clients by deepening Treasury Management and deposit relationships. You will ensure clients receive cash-management guidance and responsive support while helping the bank grow core deposits.

Key responsibilities include serving as the primary Treasury Management officer, maintaining regular client contact, and coordinating with Treasury Support and Operations to move

Qualifications

• 3–5 years of banking experience or related experience
• Excellent written and verbal communication skills
• Strong problem-solving skills
• Microsoft Office skills

Responsibilities

• Serve as the primary Treasury Management officer and day-to-day contact for your client portfolio
• Maintain a regular calling cadence with existing clients to uncover needs, align to goals, and develop new commercial deposit and Treasury Management opportunities
• Lead relationship reviews and recommend solutions such as ACH origination, Remote Deposit Capture, business online banking, IntraFI, and Positive Pay/Blocks and Filters
• Provide Treasury Management expertise in meetings with current and prospective clients and coordinate closely with internal partners
• Oversee implementations and ongoing service support; resolve issues quickly and communicate clearly through completion
• Stay current on competitor offerings, rates, and market trends
• Partner with Commercial Bankers, Retail leadership, Portfolio Managers, Operations, and Treasury Support; represent the bank at community events; provide local coverage and occasional travel

Skills

Communication skills

Banking experience

Problem solving

Microsoft Office

Job description

Why One Community Bank

Why join One Community Bank? Our actions demonstrate our tenets: Invest in Relationships, Trust the Team, See the Upside, Encourage New Ideas and Think Big! We serve clients, support colleagues and invest in our communities because we aspire to be the Best Billion Dollar Bank in the World!

The one bank that's different from other banks. We began as a single location serving the Oregon, Wisconsin, community back in 1976. Since then, One Community Bank has grown to serve 19 locations. Come grow with One Community Bank! We have been voted a Top Work Place eight years in a row!

Position Summary

As a Treasury Management Client Relationship Manager, you are responsible for retaining and expanding an assigned portfolio of business clients by deepening Treasury Management and deposit relationships. This role exists to ensure clients receive the right cash-management solutions, consistent guidance, and responsive support—while helping the bank grow core deposits.

Key responsibilities include:

• Serve as the primary Treasury Management officer and day-to-day point of contact for your client portfolio
• Maintain a regular calling cadence with existing clients to uncover needs, align to established goals, and develop new commercial deposit and Treasury Management opportunities
• Lead relationship reviews and recommend solutions such as ACH origination, Remote Deposit Capture, business online banking, IntraFI, and Positive Pay/Blocks and Filters
• Provide Treasury Management expertise in meetings with current and prospective clients and coordinate closely with internal partners
• Oversee implementations and ongoing service support; resolve issues quickly and communicate clearly through completion
• Stay current on competitor offerings, rates, and market trends
• Partner with Commercial Bankers, Retail leadership, Portfolio Managers, Operations, and Treasury Support; represent the bank at community events; provide local coverage and occasional travel

Required qualifications:

• At least 3–5 years of banking experience or related experience
• Excellent written and verbal communication skills
• Strong problem-solving skills
• Microsoft Office skills

A Typical Workday

Your morning starts by checking in on client activity and following up on open service items so nothing lingers. Midday, you’re in conversations with business owners and finance contacts—talking through what’s working, what’s changing, and where cash-flow tools could remove friction. Between meetings, you coordinate with Treasury Support and Operations to keep implementations moving and communication clear. Later, you may step out to a local community or professional event, then wrap up by documenting notes, confirming next steps, and planning upcoming relationship reviews for the week ahead.

Your Total Rewards

• Medical, Dental, and Vision insurance
• 401(k) with match
• Life Insurance, Long-term and short-term disability
• Flexible Spending Account (FSA)
• Competitive Salary
• Paid Time Off (PTO)
• Pet Insurance