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Treasury Management Officer

Company: Coulee Bank
Location: La Crosse
Posted on: November 23, 2022

Job Description:

This position provides treasury management expertise for the bank and is responsible for the growth of cash management revenue. The position will help broaden and deepen existing and new relationships with our cash management products and services by providing customer consultation services, identifying cross-sell opportunities, and ensure these relationships receive excellent cash management services.

JOB RESPONSIBILITIES


  • Increases deposits and fee income through the implementation of new customers as well as through cross-selling opportunities through a consultative sales approach based upon understanding the client's needs and providing effective solutions.
  • Assists with vendor management to ensure most effective utilization of products and services.
  • Monitors service level provided by related vendors and works through proper channels for resolving deficiencies.
  • Assists in researching and recommending enhancements to existing technology or introduction of new technology to create new efficiencies and opportunities for our customers
  • Works closely with business banking officer and retail banking managers to identify business customers that may benefit from cash management products. Completes offsite customer sales calls both with and without lending sales staff.
  • Works with Deposit Operations departments on development, establishment, and testing of existing and new cash management products.
  • Works with marketing department on marketing of existing and new cash management products.
  • Maintains ample knowledge of commercial account products in order to cross sell the service. Performs analysis of commercial DDA accounts as requested.
  • Coordinates with VP, Electronic Banking & Operations Manager in preparing responses to RFP's.

    To perform this job successfully, an individual must be able to perform each essential duty and responsibility satisfactorily. The requirements listed below are representative of the knowledge, skill, experience, and ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

    • Degree in Business, Finance or Accounting or the equivalent combination of education and work experience is required.
    • Prior Treasury Management experience is required.
    • Must possess good verbal skills to effectively communicate with internal/external customers. Strong written skills are needed to accurately and clearly describe the details of a variety of transactions.
    • Must be proficient in Microsoft productions, including Excel and Word, as well and bank core systems such as Jack Henry.
    • Work is performed within an office environment. Frequent mental and visual concentration for computer use is required. Potentially will drive to a seminar or one of the various bank locations.
      PI194001908

Keywords: Coulee Bank, La Crosse , Treasury Management Officer, Executive , La Crosse, Wisconsin

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