Treasury Management Officer

About the role

Treasury Management Officer

Overview

We are seeking a Treasury Management Officer on behalf of a well-established, privately held community bank. The role belongs to a producer who excels at engaging business owners, uncovering cash management needs, and converting relationships into deposit growth and fee income. You will work alongside commercial lenders across the bank's footprint while helping shape the direction of the treasury management function.

About Our Client

This institution has served as a cornerstone of community banking for more than a century. Guided by a mission of honest, reliable banking for families and businesses, the bank is locally owned and privately held. It has expanded to well over a billion dollars in assets and operates across multiple states in the Central and Southwest U.S. The bank is recognized for outstanding customer service, active community involvement, and sound banking practices.

Responsibilities

You will develop and manage relationships with commercial and business clients, delivering treasury solutions that optimize cash flow, mitigate risk, and improve operational efficiency. The role requires proactively identifying and pursuing new business opportunities within existing and prospective client portfolios to drive deposit growth and treasury-related fee income. You will partner with commercial loan officers on joint calling efforts to win new operating accounts and deepen treasury relationships.

A core duty involves conducting client needs assessments and preparing and presenting proposals, product demonstrations, and the financial benefits of treasury management services. You will oversee treasury management implementation, coordinating product setup and client training for services such as ACH, wires, remote deposit capture, positive pay, and online banking. The position requires serving as the bank's subject-matter resource on treasury products for both clients and internal teams.

You will review current treasury products for adjustments, improvements, or expansion based on market trends and client feedback, contributing to the strategic direction of the department. Additional responsibilities include supporting client due diligence, documentation, and compliance with applicable banking regulations.

Requirements

A Bachelor's degree in business, finance, or a related field, or equivalent experience, is required. Candidates must bring a minimum of 5 years of banking experience with a track record of production in treasury management sales, cash management, or commercial deposit relationship development.

A working knowledge of core treasury services-including ACH, wires, online banking, remote deposit capture, and positive pay-is essential. Strong B2B relationship-building and consultative sales skills are required, along with comfort when calling on business owners and C-suite decision-makers. Experience leading or helping manage a treasury management function is preferred, though senior management experience is not required.

The Certified Treasury Professional (CTP) designation is a plus. Proficiency in Microsoft Office and digital banking platforms is necessary.

Additional Details

The compensation package is competitive and includes a 401(k) match, health insurance, and paid time off.

Key Facts

Role Summary

This position owns the full client journey for treasury management, guiding business owners toward cash tools that grow deposits and fees. Across branches, you will consult with commercial lenders and shape treasury strategy while maintaining strict compliance and service standards. Daily work turns cash flow analysis into durable bank relationships and fee income.

Core Activities

You will drive new treasury opportunities by targeting prospects and converting cash management needs into revenue. The role involves setting up ACH, wires, remote capture, and online banking while guiding clients through training and adoption. You will coordinate with commercial loan officers on outreach days to win operating accounts and deepen treasury ties.

Scanning market trends and client feedback allows you to adjust treasury features and guide departmental strategy. You will prepare clear proposals and demonstrations that highlight financial gains and risk controls for business owners. Maintaining subject matter expertise on treasury services supports teams and clients across the footprint.

You will support due diligence, documentation, and regulatory checks to keep implementations clean and compliant. The position builds trusted consultations with owners and C-suite leaders to uncover cash flow priorities. Championing product enhancements that respond to feedback and emerging treasury management demands is part of the role. Partnering with implementation teams ensures smooth onboarding and ongoing service reliability.

Application Details