The Treasury Management Officer is responsible for proactively attracting new business and expanding current company relationships in treasury management and depository products. The TMO will partner with Commercial Lenders and other sales units to develop and deliver customized treasury solutions. Demonstrates Civista Bank's mission to improve the financial lives of our employees and shareholders to make a difference in the communities that we serve.
Key Accountabilities, Responsibilities and Expectations:
Actively call on new and existing commercial clients to develop and grow cash management sales business.
Monitor and enhance profitability of all assigned relationships. Proactively review assigned client base and identify deposit and cash management services, solutions, and cross-sale opportunities based on customer needs.
Create & evaluate cash management sales proposals and pricing for prospective and existing clients to further develop and strengthen business relationships.
Prepare for pre-proposal discussions to fully understand client needs and shape preferred solutions.
Directly responsible for management and retention of client's operating business by ensuring client satisfaction with cash management services and solutions and increasing portfolio revenue.
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.
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.
All other duties as assigned and any activities that support the key accountabilities.
Requirements:
Qualifications, Knowledge and Skills:
Minimum five years' experience in the banking or financial industry; sales or marketing experience preferred.
Bachelor's Degree in Business or Finance related field or equivalent work experience.
Treasury Management designation preferred (CTP).
Proven business development and relationship management skills.
Strong understanding of global treasury management products, services, and trends.
Above average computer literacy (Microsoft Office Suite). Ability to become proficient in use of specific software required for position.
A high level of initiative, thoroughness, accuracy and confidentiality required.
Detail oriented with strong analytical skills.
Solid oral and written communication, sales and public relations skills.
Physical Requirements:
Work involves eye strain due to the constant use of computer screens, reading of reports.
Work involves being able to concentrate on the matter at hand, under sometimes distracting work conditions.
Work involves lifting and moving files of up to 15 lbs.
Work involves ability to read, hear, write, and communicate professionally both in person and via telephone.
Work involves travel to make customer calls, attend meetings, training, civic functions, and so forth.
