Treasury Management Officer, Cleveland

Overview

Are you a proactive cash management sales professional with a strong network and the drive to build your own success? This Treasury Management Sales Officer role offers the chance to self-source new client relationships while delivering treasury solutions to businesses of all sizes. You will be at the forefront of helping businesses manage their finances more effectively. Leverage your industry connections and prospecting skills to identify and engage potential clients, showcasing our full suite of treasury management products and services. Building trust and credibility in the marketplace will position you as a valued financial partner. You will also design and execute a strategic sales plan that aligns your objectives with the organization’s goals. The position blends independence with collaborative support to explore new business opportunities while working with dedicated teams to ensure smooth implementation and outstanding service.

Responsibilities

• Self-source and cultivate new client relationships through networking, referrals, and outreach.
• Develop and manage internal partnerships with Corporate Banking, Commercial Real Estate, Private Banking and Business Banking to support outreach and sell treasury management services to the bank's borrowing clients.
• Serve as a reference for internal and partner inquiries about treasury management services without relying on Product Management for information.
• Cultivate and develop relationships with referral sources to reflect the bank’s philosophy and collaborative approach to relationship building.
• Act as a liaison for the asset divisions and the Treasury Management Product group to support training and new product development needs.
• Respond to client inquiries and resolve issues with the assistance of the Treasury Management Team.
• Lead meetings and project assignments effectively when required.
• All employees share responsibility for risk management by understanding, reporting, responding to, managing, and monitoring daily risk in alignment with the bank’s risk management program.
• Compliance with applicable regulatory laws and company procedures is required for all positions.

Qualifications

• Education: High School Diploma or GED required; Bachelor’s degree preferred.
• Three years of banking sales experience with demonstrated working knowledge of treasury management products.
• A proven sales track record, ideally in treasury management or financial services, including experience in self-sourcing new relationships.
• Strong verbal and written communication skills.
• Ability to work independently and exercise sound judgment.
• Client-focused mindset with the ability to uncover needs, address inquiries, and follow through on requests.
• Proficiency in Microsoft Office.
• Knowledge of banking systems and branch operations.
• Valid driver’s license and access to a reliable vehicle.

Location

Hybrid remote in Cleveland, OH 44113.