Treasury Services Officer

FinanceInfos; Washington (District of Columbia); On-site; USD 90,000 - 150,000; Full time

Benefits offered by this job

Benefits package

Job summary

United Bank is seeking a Treasury Services Officer in Washington, DC to promote and deliver treasury management solutions to commercial and small business customers.

The role emphasizes analyzing client needs, building deposit relationships, and driving revenue growth through proactive outside sales, consultations, and effective product adoption.

Qualifications

• High School Diploma is required.
• Bachelor's degree is highly desired.
• Minimum 6 years of banking experience required, preferably in Treasury Management or Retail.

Responsibilities

• Analyze customer treasury needs to tailor treasury management proposals.
• Develop and maintain profitable deposit relationships with clients.
• Cross-sell bank products and services and refer clients to other bank areas as needed.
• Provide onboarding support for treasury products and assist with implementation.
• Engage external and internal partners to grow revenue and meet sales targets.

Skills

Travel up to 50%

Customer relationship management

Presentation skills

Microsoft Office

Education

High School Diploma

Bachelor's degree

Tools

Microsoft Office

Job description

Job Highlights

• Title: Treasury Services Officer
• Type: Full Time
• Experience: 6 Years
• Function: Treasury Management
• Location: Washington DC, United States
• Company: United Bank

Company Profile

United Bank (held by United Bankshares) offers personal banking, business banking, wealth management, mortgage, brokerage, financial advisors, commercial banking, mobile banking, online banking, treasury management, and financial literacy services.

Job Profile

The bank is hiring a Treasury Services Officer who will promote, solicit, and provide treasury management products and services to commercial and small business customers and prospective clients.

Responsible for growing business with existing customers and prospects directly via external sales and marketing efforts to achieve annual sales and scorecard objectives.

Education Level

• High School Diploma (required)
• Bachelor's degree (highly desired)

Work Experience

• Minimum 6 years of working banking experience (required), preferably in a related Treasury Management or Retail
• Prior experience in a business development role (a plus)

Duties/Responsibilities

• 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.
• Build, develop, and maintain profitable deposit relationships with new and existing customers, which includes consulting at customers' place of business to understand their business practices and discuss their goals and objectives related to banking, cash flow, and treasury services
• Conduct training for customers utilizing internet banking and related modules, including on-site installation of remote deposit, as needed
• 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.
• Identify treasury management product and service needs, develop and propose solutions to commercial customers that best meet their needs, and facilitate onboarding and implementation
• Interface with all lines of business to grow both non-interest income and core deposits from both existing and prospective commercial customers.
• 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;
• Outreach to existing and prospective commercial customers to develop new business, expand existing relationships, maintain positive customer relations, and ensure proper servicing of accounts
• Overall, support the Treasury Management Department's mission and objectives, particularly as they relate to achieving individual and department sales and scorecard goals
• 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 a business referral network
• Respond to banking services Requests for Proposal (RFPs)
• Sales effort includes developing and executing an effective sales strategy, implementing a formalized calling plan, generating leads, and following up on referrals.
• Work closely with commercial and branch staff, building awareness of United Bank Treasury and Purchasing Card capabilities

Skills/Knowledge/Abilities

• Ability to travel up to 50% within the assigned region/state.
• Ability to work independently and in a team environment
• Customer contact skills are essential
• Demonstrated ability to learn and understand the various product lines and services offered by the Bank and to continue to stay current on all products and services
• Demonstrated excellent listening skills
• Excellent presentation and problem-solving
• Proficiency in Microsoft Office Products is required
• Strong verbal and written communication skills

Key Competencies-

• Business Development
• Relationship Management
• Must be a self-starter
• Problem-solving skills

Working Conditions

• Ability to converse and exchange information with all levels of staff within the organization.
• Ability to efficiently operate a computer keyboard, mouse, and other computer components.
• Ability to observe, perceive, identify, and translate data
• Ability to travel via air, rail, automobile, or bus.
• Sitting and standing for extended periods as required to

Benefits/Perks

• The bank offers a list of benefits to all eligible employees.

Employer’s Statement

United Bank is an Equal Opportunity Employer.