We are a fast-growing high-achieving organization that thrives on winning. We are proud to be ranked nationally in the top 10 Banks within our asset size peer group based on financial performance. If you are seeking a place where you can have enhanced visibility and add more value, and thrive operating in a dynamic and evolving environment, you belong at CFBank. We are agile, we work with integrity, and we hustle. For over 130 years we’ve been serving our communities and over the past decade grown to be a top performer. We are a commercial bank that offers a boutique banking experience for personal banking clients. Our unique business model offers direct access to decision-makers, great technology, great products and competitive pricing that position our teams to go into the market and win business.
The Treasury Management Officer is responsible for effectively selling the Bank’s depository and cash management services to existing and prospective clients, either in conjunction with commercial banking or on an individual basis, achieving fee income, deposit goals and solidifying customer retention efforts by providing a superior level of relationship management and customer service. In addition to deepening TM relationships, this position may have additional responsibilities within the company such as driving internal thinking and initiatives for positioning CFBank as a premier Commercial Bank.
Major areas of responsibility include, but are not limited to:
Achieve and exceed key objectives and goals in, business development, client retention, revenue growth, portfolio quality, fee income, cross-sales, referrals, client satisfaction, and knowledge of comprehensive cash management solutions.
Call on new and existing commercial clients to develop and close cash management sales business. Proactively reviews assigned client base and identifies deposit and cash management services solutions and cross-sale opportunities based on customer needs and complete the sale.
Maintain industry knowledge of cash management solutions and pricing to keep products current and competitive.
Develop cash management sales proposals and pricing for prospective and existing clients to further develop and strengthen business relationships.
Evaluate the result of recommended pricing on overall account profitability; recommends pricing exceptions for management review and approval.
Conduct annual cash management reviews in conjunction with Senior Credit Officer.
Promote business for the Bank by maintaining up-to-date and thorough knowledge of cash management sales programs, products, and services, as well as applicable regulatory and compliance requirements.
Partner with commercial lenders in pre-proposal discussions to fully understand client needs and shape preferred solutions.
Actively participate in joint client and prospect calls and presentations with commercial lenders and branch sales officers to further business development and sales efforts; leads cash management discussions with clients and prospects, identifying and assessing client needs and challenges and communicating features/benefits of Bank programs, cash management products, and services.
Directly responsible for managing and retention of client’s operating business by ensuring client satisfaction with cash management services and solutions and increasing portfolio revenue.
Work closely with service and operational areas of the Bank, third-party vendors, etc. providing input to Bank systems designs, modifications, and implementation of cash management services implementation processes, and day-to-day client service delivery, as needed and requested.
Perform research and data gathering activities, track/monitor and prepares reports, and work on special projects and assignments as requested.
Education And Experience
5+ years of recent experience in corporate treasury management and relationship/portfolio management with proven business development and closing new sales in a commercial banking environment.