Treasury Management Officer

About CFBank:

We are an award-winning, fast-growing, high-achieving organization that thrives on winning. If you are seeking a place where you can have enhanced visibility, add more value, and you thrive in a dynamic and growth-focused environment, you belong at CFBank. We are agile, we work with integrity, and we hustle. For over 130 years we’ve been serving our communities and over the past decade have become a top performer, successfully growing our business and attracting some of the best talent out there. We are a commercial bank that offers a boutique banking experience for personal banking clients. Our unique business model offers direct access to decision-makers, great technology, great products, and competitive pricing that position our teams to go into the market and win business

About the role:

The Treasury Management Officer is responsible for effectively selling the Bank’s depository and cash management services to existing and prospective clients, either in conjunction with commercial banking or on an individual basis, achieving fee income, and deposit goals and solidifying customer retention efforts by providing a superior level of relationship management and customer service. In addition to deepening TM relationships, this position may have additional responsibilities within the company such as driving internal thinking and initiatives for positioning CFBank as a premier Commercial Bank.

What you’ll do:

• Achieve and exceed key objectives and goals in, business development, client retention, revenue growth, portfolio quality, fee income, cross-sales, referrals, client satisfaction, and knowledge of comprehensive cash management solutions.

• Call on new and existing commercial clients to develop and close cash management sales business.  Proactively reviews assigned client base and identifies deposit and cash management services solutions and cross-sale opportunities based on customer needs and completes the sale. 

• Maintain industry knowledge of cash management solutions and pricing to keep products current and competitive.

• Develop cash management sales proposals and pricing for prospective and existing clients to further develop and strengthen business relationships.

• Evaluate the result of recommended pricing on overall account profitability; recommend pricing exceptions for management review and approval.

• Conduct annual cash management reviews in conjunction with the Senior Credit Officer.

• 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.

• Partner with commercial lenders in pre-proposal discussions to fully understand client needs and shape preferred solutions.

• Actively participate in joint client and prospect calls and presentations with commercial lenders and branch sales officers to further business development and sales efforts;  leads cash management discussions with clients and prospects, identifying and assessing client needs and challenges and communicating features/benefits of Bank programs, cash management products, and services.

• Directly responsible for managing and retention of client’s operating business by ensuring client satisfaction with cash management services and solutions and increasing portfolio revenue.

• 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, and day-to-day client service delivery, as needed and requested.

• Perform research and data gathering activities, track/monitor and prepare reports, and work on special projects and assignments as requested.

Desired Qualifications:

• 5 years of recent experience in TM sales and relationship/portfolio management. 

• Proven experience with business development and closing new sales in the commercial banking environment. 

• CTP (Certified Treasury Professional) certification a plus!  

What We Offer: 

• Career advancement and skill enhancement opportunities as a result of our focus on growth through collaboration as well as our uniquely flat organizational chart, which provides all roles with unique visibility to the Executive team.
• Excellent Benefits Package: Top benefits include dependent coverage, generous PTO, Federal Holidays, and Paid Parental Leave for those who qualify for eligibility.
• “Accelerated” 401k Plan and Employee Match of 50% of the first 8% deferred, available your first full month of employment with a 3 year vesting
• Employee Banking Products and Services and Direct Deposit of payroll to CFBank Account (over 90% of our employees bank with us!)
• Employee Assistance Program with a wide range of free resources such as estate planning and wellness resources
• One of the most collaborative environments you’ll find, with a team of hard-working mutually invested professionals who are excited about shared success

CFBank, National Association is an Equal Opportunity Employer, including disability and protected veteran status. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, or veteran status.