Treasury Management Officer

ConnectOne Bank; Melville (NY); Hybrid; USD 90,000 - 120,000; Full time

Benefits offered by this job

Health benefits

401k with employer match

Hybrid work from home

Employee appreciation events

EAP

Wellness programs

Tuition reimbursement

Employee discounts

CNOB Community Service Events

Job summary

ConnectOne Bank in Melville, NY is seeking a Treasury Management Officer to identify, analyze, and support cash management products for established business customers and targeted corporate clients. You will collaborate with FIS and Deposit Operations, negotiate pricing, and onboard clients for sales and implementation.

The role emphasizes a 'People First' approach, strong knowledge of banking regulations, and experience in cash management.

Qualifications

• Strong understanding of customer needs in corporate/widish cash management.
• Knowledge of federal and state banking regulations.
• Expert knowledge of cash management processes and services.

Responsibilities

• Identify, analyze, and sell cash management products to established business customers.
• Support cash management product lines with cross-functional teams (FIS, Deposit Operations).
• Negotiate pricing to optimize profitability of services.
• Onboard clients for sales and implementation of cash management products.

Skills

People-focused mindset

Banking regulations knowledge

Cash management expert

Strong communication skills

Client onboarding experience

Job description

Description

About us:

ConnectOne Bank proves that putting people first is a better way to do business. At ConnectOne, we’re builders — of businesses, communities, and equity. Most importantly, we’re building opportunities. Our mission is to ensure our employees feel empowered to make important decisions, reach their potential and truly make an impact.

ConnectOne is a growth organization by design; it is part of our DNA and we take pride in seeing our employees grow with us. Founded in 2005 by an entrepreneur, we have grown into a high-performing commercial bank, inspiring a new model for our industry’s future. By embracing technology and all the ways it can help us become a world-class service organization, we support small business owners by fueling their mission.

People First is the blueprint for our culture. It is at the foundation of everything we do and the decisions we make. At ConnectOne, you have the opportunity to be a part of a dynamic culture and team. Develop your forward-thinking skills, thrive in an entrepreneurial setting, and succeed at “a better place to be”.

ConnectOne Bank is an Equal Housing and Equal Opportunity Lender, and a member of the Federal Deposit Insurance Corporation.

About this role:

The Treasury Management Officer is responsible for identifying, analysing, selling, and supporting cash management products and services to established business customers and targeted prospective corporate clients.

In this role you will:

• Support the Bank’s “People First” focus and rules of engagement—maintaining a professional demeanor, working as an active member of the CNOB team, providing all clients excellent service, always striving to make CNOB “A Better Place to Be”.
• Work with FIS and Deposit Operations for ongoing support and management of product line.
• Negotiate pricing to optimize profitability.
• Be responsible for client on-boarding for sales & implementation products & services.
• Be Client support for existing cash management products.
• Track business cash management clients & fee income.
• Perform risk and cost benefit analysis.

Must haves:

• Strong “people first” interest and ability.
• Knowledge of relevant Federal and State banking regulations.
• Subject Matter Expert on all business cash management products & services.
• Expert knowledge of cash management processes and services.
• 3-5 years of experience in cash management or a similar field.
• Excellent communication and interpersonal skills.

Bonus Points For:

• Knowledge of CNOB products and services.

Additional information

Benefits:

• World class health, vision, and dental benefits on day one
• 401k with employer match
• Hybrid work from home (depending on role)
• Employee appreciation events (team building, softball games, food truck days, etc..)
• Employee assistance programs (EAP)
• Wellness programs (flu shot, preventive care, health programs and services discounts, etc..)
• Tuition reimbursement
• Employee Discount perks
• CNOB Community Service Events

….and much, much more!

Studies have shown that individuals from underrepresented groups, may only apply to roles if they meet 100% of the qualifications. Roles evolve over time, especially with innovation, and you may be just the person we need. We hope you're open to learning new skills and growing with us.

ConnectOne Bank is an equal opportunity employer and does not discriminate with respect to any term, condition or privilege of employment based on race, color, religion, sex, sexual orientation, gender identity or expression, age, disability, military or veteran status, marital status, or status of an individual in any group or class protected by applicable federal, state, or local law.

ConnectOne Bank also provides reasonable accommodations for qualified individuals with disabilities in accordance with the Americans with Disabilities Act and applicable state and local laws. If an accommodation is needed to participate in the job application or interview process, please contact Talent Acquisition.