Treasury Management Officer

Switchboard; Fort Collins (CO); On-site; USD 110,000 - 170,000; Full time

Benefits offered by this job

401(k) match

Health insurance

Paid time off

Job summary

Switchboard seeks a Treasury Management Officer to drive cash management solutions for business clients and partner with lenders to expand treasury relationships. You will manage relationships, assess client needs, and promote treasury services across the bank’s footprint.

The role focuses on implementing treasury products, training clients, and expanding deposit growth while aligning with regulatory requirements and internal standards.

Qualifications

• Bachelor’s degree in business, finance, or related field or equivalent experience.
• 5+ years of banking experience with a track record of production in treasury management sales, cash management, or commercial deposit relationship development.
• Working knowledge of core treasury services — ACH, wires, online banking, remote deposit capture, positive pay, and related products.

Responsibilities

• Develop and manage relationships with commercial and business clients, delivering treasury solutions that optimize cash flow, mitigate risk, and improve operational efficiency.
• Proactively identify and pursue new business opportunities within existing and prospective client portfolios, driving deposit growth and treasury-related fee income.
• Partner with commercial loan officers on joint calling efforts to win new operating accounts and treasury relationships.
• Conduct client needs assessments and prepare and present proposals, product demonstrations, and the financial benefits of treasury management services.
• Oversee treasury management implementation, coordinating product setup and client training for services such as ACH, wires, remote deposit capture, positive pay, and online banking.
• Serve as the bank’s subject-matter resource on treasury products for both clients and internal teams.
• Review current treasury products for adjustments, improvements, or expansion based on market trends and client feedback, contributing to the strategic direction of the department.
• Support client due diligence, documentation, and compliance with applicable banking regulations.

Skills

Relationship building

Treasury management sales

Cash management

Client needs assessment

Education

Bachelor’s degree in business/finance or related field

Tools

Microsoft Office

Digital banking platforms

Job description

Description

We are seeking a Treasury Management Officer on behalf of our client, a well-established, privately held community bank. This role is built for a producer — someone who knows how to get in front of business owners, uncover cash management needs, and turn relationships into deposit growth and fee income. You’ll partner closely with commercial lenders across the bank’s footprint while also helping shape the direction of the treasury management function.

About Our Client

Our client has been a cornerstone of community banking for over a century, built on a simple mission: honest, reliable banking for families and businesses. Locally owned and privately held, the bank has grown to well over a billion dollars in assets and operates across multiple states in the Central and Southwest U.S. — with a reputation built on outstanding customer service, community involvement, and sound banking practices.

Responsibilities

• Develop and manage relationships with commercial and business clients, delivering treasury solutions that optimize cash flow, mitigate risk, and improve operational efficiency

• Proactively identify and pursue new business opportunities within existing and prospective client portfolios, driving deposit growth and treasury-related fee income

• Partner with commercial loan officers on joint calling efforts to win new operating accounts and treasury relationships

• Conduct client needs assessments and prepare and present proposals, product demonstrations, and the financial benefits of treasury management services

• Oversee treasury management implementation, coordinating product setup and client training for services such as ACH, wires, remote deposit capture, positive pay, and online banking

• Serve as the bank’s subject-matter resource on treasury products for both clients and internal teams

• Review current treasury products for adjustments, improvements, or expansion based on market trends and client feedback, contributing to the strategic direction of the department

• Support client due diligence, documentation, and compliance with applicable banking regulations

Requirements

• Bachelor’s degree in business, finance, or a related field, or equivalent experience

• 5+ years of banking experience with a track record of production in treasury management sales, cash management, or commercial deposit relationship development

• Working knowledge of core treasury services — ACH, wires, online banking, remote deposit capture, positive pay, and related products

• Strong B2B relationship-building and consultative sales skills; comfortable calling on business owners and C-suite decision-makers

• Experience leading or helping manage a treasury management function is a plus, but senior management experience is not required

• Certified Treasury Professional (CTP) designation a plus

• Proficiency in Microsoft Office and digital banking platforms

Additional Details

• Competitive benefits package including 401(k) match, health insurance, and paid time off