Treasury Management Officer

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

QUALIFICATIONS:

• Outreach to existing and prospective commercial customers to develop new business, expand existing relationships, maintain positive customer relations, and ensure proper servicing of accounts.
• Build, develop, and maintain profitable deposit relationships with new and existing customers which includes consulting at customer place of business in order to understand their business practices and discuss their goals and objectives related to banking, cash flow, and treasury services.
• Identify treasury management product and service needs, develop and propose solutions to commercial customers that best meet their needs, and facilitate on-boarding and implementation.
• Interface with all lines of business, including commercial and retail in order to grow both non-interest income and core deposits from both existing and prospective commercial customers.
• Sales effort includes developing and executing an effective sales strategy, implementing a formalized calling plan, generating leads, and following up on referrals.
• Analyze businesses’ cash flow, deposit relationships and treasury needs to develop a custom treasury management services proposal for the customer/prospect and will regularly meet with businesses for consultation and presentation of proposals.
• Overall support Treasury Management Department’s mission and objectives, particularly as they relate to achieving individual and department sales and scorecard goals.
• Maintain a high level of product knowledge and procedural expertise of Treasury Management’s product line to maximize sales effectiveness and to assist commercial customers with product inquiries and requests.
• Represent the bank and actively participate in various civic and community events that offer networking and promotional opportunities. Maintain regular contact with centers-of-influence to develop and expand business referral network.
• Cross-sell other bank products and services and capitalize on opportunities to expand business, referring clients to other areas of the bank for additional needs where appropriate.

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