Treasury Management Relationship Manager

SB Financial Group Inc.; Defiance (OH); On-site; USD 85,000 - 125,000; Full time

Job summary

State Bank in Defiance, OH, seeks a Treasury Management Officer to cover Defiance, Paulding, Williams counties and Fort Wayne, IN markets. This role focuses on developing Treasury Management relationships, delivering customized solutions, and achieving sales and deposit goals.

The ideal candidate has at least three years in banking or treasury management, strong relationship management and consultative sales skills, and proficiency with CRM and Microsoft Office. Competitive incentives apply.

Qualifications

• Minimum of three years in related banking or treasury management experience.
• Knowledge of Treasury Management products (ACH, Remote Deposit Capture, etc.).
• Strong business development and relationship management skills.
• Consultative sales and solution design abilities.
• Proficiency with CRM systems and Microsoft Office applications.
• Strong presentation and training skills.
• Knowledge of banking regulations and risk management practices.

Responsibilities

• Identify, develop, and manage Treasury Management relationships with existing and prospective business customers.
• Achieve sales, deposit growth, and fee income goals through customized Treasury Management solutions.
• Collaborate with Commercial, Retail, Small Business, Wealth Management, and Private Banking partners to identify opportunities.
• Educate clients regarding Treasury Management products and services and ensure regulatory compliance.
• Maintain expertise in Treasury Management products, payment systems, and industry trends.
• Coordinate activities with internal partners to ensure efficient processes and strong client service.

Skills

Business development

Relationship management

Consultative sales

Treasury Management knowledge

CRM systems

Microsoft Office

Presentation skills

Training skills

Analytical thinking

Regulatory knowledge

Education

Bachelor's degree in related field

Tools

CRM systems

Microsoft Office

Job description

State Bank in Defiance, OH, seeks a Treasury Management Officer to cover Defiance, Paulding, Williams counties and Fort Wayne, IN markets. This role focuses on developing Treasury Management relationships, delivering customized solutions, and achieving sales and deposit goals.

The ideal candidate has at least three years in banking or treasury management, strong relationship management and consultative sales skills, and proficiency with CRM and Microsoft Office. Competitive incentives apply.