Treasury Management Officer II/III
$70.19k - $105.29kWashington Trust Bank
The Treasury Management Officer (TMO) is responsible for coordinating and directing treasury management sales activities to include development of new business, expansion of existing business relationships, and serving clients. Bank Overview: Founded in 1902, Washington Trust Bank [ remains proudly independent. For more than 120 years, we have been focused on long-term client relationships. We dedicate our strengths as an independent regional bank to serving clients who understand the value of an established banking relationship [ and who seek tailored financial products and services. Our heritage and mission remain clear today: we will be the best at understanding and meeting the financial needs of our customers. Executive Chairman Peter Stanton is the fourth generation of his family to lead the Bank, growing from its small Spokane headquarters in 1902 to an $11B financial institution with 40 locations throughout Washington, Idaho and Oregon. We enjoy an advantage over our publicly traded competitors because we focus on long-term goals rather than quarterly results. We base our decisions on what is happening in our communities and what is right for our customers. We have never strayed from our commitment to client service, continuing to grow our commercial, private banking, wealth management, small business and consumer portfolios even in the most challenging macroeconomic environments. Our sound business practices, innovation, knowledge and expertise have seen us through both the best and the most difficult economic cycles. Washington Trust’s longevity and success are a testament to our unwavering commitment to our clients and our employees. Essential Functions * Provides TM review with client, prepares sales presentations of TM solutions, explains services offered and recommends those services that will be most efficient and cost effective for the client. * Works with Commercial Banking and Small Business Relationship Managers to help ensure an integrated and team approach to both prospecting and client retention efforts. * Provides TM education and resources to Commercial and Small Business Banking Relationship Managers on an ongoing basis to ensure widespread knowledge of TM products from a feature and functionality perspective. Provides periodic group presentations, one-on one consultations, and input to reference and marketing materials. * Plans and executes annual sales plan to increase non-interest revenue and core deposits. * Establishes communication and calling plan to maintain excellent client relationships. * Keeps abreast of new products, methods/techniques, key industry trends, conditions and changes in laws and regulatory policies. * Responsible for negotiating pricing of TM products with client where appropriate. * Assesses risk associated with TM solutions and advises Commercial and Small Business Banking Relationship Managers on non-credit risk. * Ensures an effective working relationship with other Bank personnel as required to perform client support and sales functions. * Takes a leadership role in community affairs and activities where warranted for effective business development and community exposure. * Maintains proficiency regarding current Bank and Divisional policies and procedures. * Regular, reliable attendance is required. Related Functions * May provide functional supervision of and/or delegate tasks to support personnel. * Identifies personal training needs and opportunities and addresses gaps and needs. * Maintains proficiency regarding current Bank systems and software applications * Performs other tasks as assigned by management, i.e., completion of various reports, profit planning, etc. * Perform compliance and risk management duties as required or assigned. Qualifications * Bachelor’s Degree in Finance, Accounting, Business or related field preferred or equivalent experience in related field.
- Work experience in cash/treasury relationship management
- Working knowledge of Bank products and services.
- Proven analytical skills; ability to review and interpret complex data
$7,309 - $9,355 per month
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