This position acts as the primary back-up to one or more Treasury Management Officers (TMO) and is responsible for assisting in the selling and onboarding of treasury management solutions. Additionally, the role will be called upon to provide direct client and internal sales support to the TMO around client planning, call preparation and responses to RFPs and revenue-generating opportunities. The position will also be responsible for assisting in the control of workflow around various products and services managed and supported through the treasury management line of business. This position requires flexibility in terms of day-to-day responsibilities given the dynamic nature of the role.
Position Accountabilities
- Builds strong relationships and partnerships with the TMO as a vehicle for understanding individual market needs as well as specific portfolio nuances that may facilitate client development and revenue growth.
- Supports TMO by participating in the client planning process, RFP responses and provides specific client/prospect relationship data that may aid in the calling/business generation process.
- Joint accountability by inspecting Horizon portfolio assignment reporting for specific cross sell and revenue growth opportunities.
- Understands and influences internal process improvements required to streamline the client experience and time-to revenue through direct involvement in the treasury service onboarding process.
- Manages and oversees the collection of client documentation.
- Accurately completes documentation packages as part of the client delivery/on-boarding process.
- Act as a liaison between treasury sales and bank operations on the customization and implementation of Treasury Services client relationships.
- Acts as a back-up point of contact for internal partners when TMO are unavailable.
- Takes ownership and contacts appropriate internal resources and /or proactively takes action to resolve issues and communicates resolution appropriately.
- Maintains a comprehensive working knowledge of treasury management products and services as part of ongoing personal development as well as potential involvement in client-facing discussions.
- Work collaboratively with TMO on client training.
- Has working knowledge of systems that support the treasury services business and is conversant in their usage.
- Collaborate with peer line of business managers on projects and initiatives as needed.
Organizational Relationship
Position supports Treasury Management Officer
Position reports to Manager- Treasury Management Sales Support
Position Qualifications
Education & Experience
- Bachelor's degree or equivalent work experience
- Minimum 1-5 years' experience in Treasury Services sales, support or product management
Knowledge & Skills
- In depth knowledge of Treasury Services / Cash Management products
- Excellent interpersonal skills
- Solid time management skills
- Effective organizational skills - ability to manage multiple projects
- Proficient computer skills with knowledge of Outlook, Word, Excel and PowerPoint
- Proven analytical and problem solving skills
- Desire to learn and continually adapt to change
Salary offered will be based on several factors including but not limited to education, work experience, certifications, etc. This position is also eligible to participate in either an applicable incentive compensation plan for the position or a discretionary profit sharing bonus program. General information on our comprehensive benefits package can be found by visiting
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