Treasury Development Officer

Position Summary

The Treasury Development Officer is responsible for driving deposit growth through the acquisition of new customers, with a strong emphasis on commercial banking relationships. This role focuses on identifying and cultivating new client opportunities, building strong partnerships, and delivering customized financial solutions in collaboration with the bank’s treasury, retail, and lending teams. The ideal candidate will possess strong relationship-building skills, a strategic mindset, and a passion for acquiring and retaining deposit relationships.

Key Responsibilities

• New Client Acquisition:

Proactively identify, pursue, and acquire new commercial and business banking deposit relationships to expand the bank’s customer base.

• Business Development Strategy:

Develop and execute targeted business development plans focused on market growth, deposit acquisition, and revenue generation.

• Collaboration Across Teams:

Partner closely with commercial lenders to refer credit/loan needs, with treasury management to provide cash management and payment solutions, and with the retail banking team to ensure smooth onboarding and cross-sell opportunities.

• Relationship Management:

Serve as the primary contact for new business clients, ensuring a seamless transition into the bank and high-quality customer experience.

• Market and Community Engagement:

Represent the bank at networking events, chamber of commerce meetings, and other community activities to strengthen visibility and build referral sources.

• Consultative Sales Approach:

Conduct in-depth financial assessments to deliver tailored banking solutions for the customer’s deposit and treasury products needs.

Qualifications

• Bachelor’s degree in Business, Finance, Marketing, or a related field (or equivalent work experience).
• 5 years of experience in business development, commercial banking, or relationship management.
• Strong understanding of commercial banking deposits, and treasury services.
• Proven ability to generate leads, develop client relationships, and close new business opportunities.
• Excellent interpersonal, communication, and presentation skills.
• Collaborative mindset with the ability to work effectively across multiple departments.
• Commitment to delivering exceptional customer service and maintaining the highest standards of professionalism.