Job Summary

The VP–Treasury Management Officer will be responsible for Treasury Management sales activities, including the development of new Treasury Management relationships; cross sell to existing Treasury Management relationships and the ongoing consultative support and retention for Treasury Management clients; soliciting new core commercial deposits; acting as a relationship manager on all deposit/treasury management matters for customers as well as monitoring market conditions and trends to keep their respective markets competitive.

Supervisory Responsibilities

None.

Essential Duties/Responsibilities

Includes but is not limited to the list below:

• Develop and implement Treasury Management functions at the Bank.
• Solicits, establishes, and maintains new commercial banking relationships for the bank with a focus on treasury management products and core deposit growth.
• Co-ordinate calling activity with Relationship Managers(s)/Commercial Lender(s) to ensure commercial deposits are gathered and treasury management products are sold to new commercial loan customers or other business clients.
• Attend Relationship Manager sales meetings regularly and serve as a key product partner for treasury management.
• Develops and executes sales presentations for customers/prospects. This includes formal written and oral presentations in response to requests for proposals as well as in the regular course of business.
• Demonstration of products and services to prospective clients.
• Ensures the proper on-boarding of new treasury management customers with the help of the treasury management support group/deposit operations.
• Regularly review existing portfolios to identify unexplored opportunities with current clients.

Additional Duties

• Conducts regular Treasury Management training sessions and product updates for relationship managers, underwriters, and client support personnel.
• Develops an understanding of market pricing and available fee opportunities, including a broad knowledge of budget projections and revenue components.
• Develops Remote Capture services.
• Enhances current cash management services for new and existing clients.
• Develops a credit card program.
• Enhances current relationship with IntraFi Network to promote CDAR/ICS products for customers.
• Regular and punctual attendance as stated within company policy.
• Providing customer or bank maintenance requests daily to Data Entry in accurate and timely manner.
• All other duties as assigned.

Required Skills/Abilities

• Strong knowledge of treasury service and cash management skills.
• Banking knowledge, including various federal regulations and bank policies and procedures and responsibilities relating to each.
• Inquisitive, agile, and strong team player with excellent written, verbal, and interpersonal customer and communication skills.
• Excellent time management skills with a proven ability to meet deadlines.
• Motivated and organized self-starter with strong attention to detail and the ability to manage multiple priorities.
• Ability to function well in a high-paced and at times stressful environment.
• Ability to read, analyze and interpret financial reports and/or legal documents.
• Ability to write procedures, routine reports, and business correspondence.
• Ability to rationalize and make on-the-spot decisions regarding customer transactions and resolve customer problems.
• Ability to effectively present information to top management, clients, public groups, and/or boards of directors.
• Advanced technology skills: computer, phone, email, internet, mobile app, etc.

Education and Experience

• Bachelor’s degree in related field or equivalent combination of education and experience preferred.
• 5+ years financial services experience preferred.
• 2+ years business development or related experience within Treasury Services strongly preferred.

Physical Requirements

• Prolonged periods of sitting at a desk and working on a computer.
• Prolonged periods of phone handset use.
• Must be able to lift and/or move up to twenty-five pounds at times.
• Movement requirements may include standing, walking, bending, reaching, stooping, kneeling, or crouching.
• Ability to speak and listen within proximity or from distance.

Environmental Conditions

• Inside office work setting.
• Occasional interoffice commute outdoors to another facility.

Disclaimer

The above statements are intended to describe the general nature and level of work being performed in this role. They are not intended to be a comprehensive list of all responsibilities, skills, or duties. Community Bank management may assign or reassign duties and responsibilities of this role at any time due to reasonable accommodation or for other reasons. Management reserves the right to transfer, temporarily or permanently, an employee at any time to other locations or positions as deemed necessary. Reasonable accommodations may be made to enable individuals with disabilities to perform essential functions. Community Bank is an Equal Opportunity Employer.

Job Type: Full-time

Benefits:

• 401(k)
• 401(k) matching
• Dental insurance
• Employee assistance program
• Flexible schedule
• Flexible spending account
• Health insurance
• Life insurance
• Paid time off
• Professional development assistance
• Tuition reimbursement
• Vision insurance

Work Location: In person