Treasury Management Relationship Leader

Independence Bank; Henderson (KY); On-site; USD 90,000 - 120,000; Full time

Job summary

Independence Bank seeks a Treasury Management Officer in Henderson, KY to promote depository and treasury products to existing and prospective clients. You will solidify customer retention with superior relationship management and service.

The role calls on commercial clients to sell treasury services, identify opportunities, and collaborate with lenders to meet deposit goals while maintaining profitability. Remote work is not eligible.

Qualifications

• Minimum of three (3) years of proven sales experience, financial sales and/or treasury management preferred
• Bachelors Degree or higher in business, finance, or related field required
• Experience with treasury management products and services preferred
• Computer competency with Microsoft Word, Excel, and PowerPoint preferred
• Strong customer service and communication skills required

Responsibilities

• Manages business development, client retention, deposit growth, portfolio quality, fee income, referrals, client satisfaction, and knowledge of treasury management solutions
• Calls on new and existing commercial clients to develop and sell treasury management products and services; reviews client base for opportunities
• Works with other sales officers to identify sources of deposits and grow full relationships to meet goals
• Identifies referral opportunities to other lines of business including loans and wealth management
• Conducts annual treasury management reviews for top tier clients
• Maintains up-to-date knowledge of treasury management programs and regulatory requirements
• Provides high-quality service and educates customers on features and benefits of services

Skills

Strong customer service skills

Oral and written communication skills

Detail oriented

Presentation skills

Education

Bachelors Degree

Degree in business, finance, or related field required

Tools

Microsoft Word

Microsoft Excel

PowerPoint

Job description

Independence Bank seeks a Treasury Management Officer in Henderson, KY to promote depository and treasury products to existing and prospective clients. You will solidify customer retention with superior relationship management and service.

The role calls on commercial clients to sell treasury services, identify opportunities, and collaborate with lenders to meet deposit goals while maintaining profitability. Remote work is not eligible.