Treasury Management Officer

Watermark Bank; Oklahoma City (OK); On-site; USD 90,000 - 140,000; Full time

Job summary

Watermark Bank is seeking a Treasury Management Officer in Oklahoma City to collaborate with Relationship Managers on acquiring and expanding commercial relationships through tailored Treasury and liquidity solutions.

You will lead discovery, design proposals, and manage a pipeline to support deposit growth and Treasury fee income, while guiding implementation and ongoing client service.

Qualifications

• Bachelor's degree or equivalent in business/finance/related field.
• Five+ years of Treasury Management sales or equivalent commercial banking sales experience.
• CTP designation preferred.
• Strong knowledge of commercial Treasury and liquidity solutions, systems, operations, and risk considerations.
• Ability to travel within the assigned market and to client locations as needed.
• Executive presence to lead consultative conversations with business owners and CFOs.

Responsibilities

• Develop market plans with Relationship Managers to identify deposit growth opportunities.
• Originate Treasury opportunities through calls, referrals, and market activities.
• Build and maintain a qualified pipeline to support growth goals.
• Lead discovery conversations to understand client cash flow and liquidity needs.
• Design and present tailored Treasury solutions and pricing proposals.
• Lead the Treasury sales process from discovery to close and ensure smooth handoff to implementation.
• Manage a portfolio of strategic Treasury relationships with focus on retention and fee income.
• Maintain accurate CRM activity, pipeline, and forecast information.

Skills

Executive presence

Communication

Presentation

Negotiation

Relationship management

Sales

Forecasting

CRM

Education

Bachelor's degree in business, finance, accounting, marketing, or related field

CTP designation preferred

Job description

Company Description

Watermark Bank is a locally owned, FDIC-insured boutique bank focused on delivering exceptional concierge service and tailored financial solutions that help businesses prosper. The bank’s mission is to be Oklahoma’s premier institution for business owners, entrepreneurs, and families committed to building strong communities. Founded by experienced bankers and local business leaders, Watermark was created to offer a different kind of banking experience for a growing community. Combining innovative technology with a high-touch service model, the bank provides the sophistication and security of larger institutions while maintaining personalized attention.

Role Description

The Treasury Management Officer is a full-time, on-site role based in Oklahoma City, OK.

Watermark Bank is seeking a Treasury Management Officer (TMO) to partner with Relationship Managers in acquiring new commercial relationships and expanding existing ones through consultative Treasury and liquidity solutions. This role plays a key part in supporting shared deposit growth and Treasury fee income objectives, providing specialized expertise and developing opportunities that help Relationship Managers deepen client relationships. The TMO works closely with Relationship Managers and commercial banking leadership, devoting the majority of their time to business development and strategic client and prospect engagement, consistent with Watermark Bank's disciplined, relationship-focused approach to banking.

Key Responsibilities

• Partner with Relationship Managers to develop market plans, review portfolios and pipelines, coordinate calling strategies, and identify opportunities for deposit growth, Treasury fee income, retention, and expanded solution adoption.
• Originate Treasury opportunities through individual and joint calling efforts, referrals, centers of influence, networking, and other market-development activities.
• Build, maintain, and advance a qualified pipeline of self-sourced and internally referred opportunities to support shared market and relationship goals.
• Lead discovery conversations with commercial clients and prospects to understand cash flow, liquidity, payments, receivables, reporting, fraud-control, and operational needs.
• Design and present tailored Treasury solutions, proposals, pricing recommendations, pro formas, and cost analyses that clearly communicate client value.
• Lead the Treasury sales process from discovery through close and coordinate an effective handoff to implementation and service teams.
• Manage an assigned portfolio of strategic Treasury relationships in partnership with Relationship Managers, focusing on retention, solution adoption, fee income, deposit growth, and relationship profitability.
• Maintain timely and accurate sales activity, pipeline, opportunity, and forecast information in the bank's designated CRM system.
• Demonstrate strong knowledge of the bank's Treasury platform and related banking solutions, and educate clients, prospects, and internal partners on their value.
• Conduct sales activities in accordance with applicable operational, regulatory, fraud-prevention, and risk-management requirements.
• Provide market and client feedback to support enhancements to Treasury products, services, and delivery.

Qualifications

• Bachelor's degree in business, finance, accounting, marketing, or a related field, or an equivalent combination of education and relevant experience
• Five or more years of successful Treasury Management sales or equivalent commercial banking sales experience, including demonstrated success developing commercial relationships and achieving production goals
• Certified Treasury Professional (CTP) designation preferred
• Strong knowledge of commercial Treasury and liquidity solutions, systems, operations, and risk considerations
• Demonstrated success developing new business, referral networks, and centers of influence while expanding existing commercial relationships
• Executive presence and the ability to lead consultative conversations with business owners, chief financial officers, controllers, treasurers, and other decision-makers
• Strong financial acumen and excellent communication, presentation, negotiation, and relationship-management skills
• Disciplined sales, pipeline-management, forecasting, and CRM practices
• Ability to work independently while collaborating effectively with Relationship Managers and Treasury implementation, operations, service, and risk partners
• Demonstrated initiative, sound judgment, adaptability, and a strong sense of urgency
• Ability to travel within the assigned market and to client or prospect locations as business needs require