Treasury Management Officer

We strive to be Your Future, Your Solution to accelerate your career!

Contact Brett Campbell at bcampbell@saigepartners.com or , you can also schedule an appointment at https://calendly.com/bcampbell-saigepartners to learn more about this opportunity!

Job Description: Treasury Management Officer

 Responsibilities:

• Spot and engage both potential and existing commercial clients, tailoring the ideal financial solutions and services to suit their needs while exploring avenues for cross-selling and referrals to other business sectors.
• Craft and enact a structured client engagement plan, inclusive of collaborating with Commercial Bankers for customer calls and conducting periodic reviews to keep up with changes in their business landscapes.
• Strategize and implement a regional business blueprint aimed at fostering and sustaining profitable affiliations. Integration of a client contact schedule is vital.
• Achieve annual sales targets, spearheading the generation of $5-$10 million in core commercial deposits (DDA, MM, and SAV) and initiating a minimum of two new commercial connections.
• Steer and manage RFP processes targeting institutions, public funds, municipalities, and commercial entities.
• Advocate for and facilitate the swift roll-out of business product offerings, overseeing the execution of agreements and ensuring deadlines are met, possibly including equipment setup.
• Adhere to established processes and protocols, documenting client communications systematically.
• Play a significant role in achieving the regional annual growth budget concerning net deposit service charges, excluding NSF's.
• Create an engaging communication and presentation strategy for key initiatives, utilizing various channels for sales training, product briefings, and discussions on treasury management topics.
• Stay abreast of the latest in commercial products and services, offering pertinent financial guidance to clients.
• Be prepared to take on additional responsibilities as assigned.

The Perks!

• Competitive salary complemented by performance-based bonuses.
• Opportunities for career progression.
• A culture that promotes continuous learning.
• Comprehensive benefits package including a 401(k) Retirement Plan with company match, Employee Stock Ownership Plan, and insurance coverage (group life, disability, medical, dental, vision).
• Generous leave entitlements: PTO, holidays, and parental/grandparent leave.
• Exclusive financial incentives: Student Loan Debt Reduction & Tuition Assistance Program.
• Perks to enhance your personal well-being: Wellness Program, flex spending plans, and more, including fun events like "Take Your Dog to Work Day" and Employee Rally Day!

Qualifications:

• Post-secondary education is desired or a comparable blend of education and relevant work experience.
• A minimum of three years of experience in outside sales and customer service within the financial services industry.
• At least two years of treasury management and deposit generation experience is favorable.
• Profound understanding of banking products and services.

Saige Partners, one of the fastest growing technology and talent companies in the Midwest, believes in people with a passion to help them succeed. We are in the business of helping professionals Build Careers, Not Jobs. Saige Partners believes employees are the most valuable asset to building a thriving and successful company culture. Contact us to learn more about the opportunity below or check out other opportunities at https://careers.saigepartners.com/.