Treasury Management Officer

Civista Bancshares, Inc. Beachwood , OH 44122

Posted 2 months ago


Position Purpose:

Responsible for accomplishing management's objectives of attracting new business and expanding current company relationships in treasury management products.

Description of Duties, Responsibilities and Expectations:

  • 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; recommends pricing exceptions for management review and approval.

  • Ability to articulate Civista's value proposition to both internal and external clients to influence the outcome within the sales process.

  • 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.


Qualifications, Knowledge and

  • Three to five years work experience in the banking or financial industry; sales or marketing experience preferred.

  • Bachelor's Degree in Business Administration, Finance, Banking or equivalent work experience.

  • Treasury Management designation preferred (CTP, CCM).

  • Interpersonal Skills:
    A significant level of trust and diplomacy is required, in addition to normal courtesy and tact. Work involves extensive personal contact with others and/or is usually of a personal or sensitive nature. Work may involve motivating or influencing others. Outside contacts become important and fostering sound relationships with other entities (companies and/or individuals) becomes necessary.

  • Basic understanding of all financial institution policies and procedures.

  • Above average computer literacy (Word, Excel) with accurate data entry skills; proficient knowledge of working with spreadsheet and creating formulas. Ability to become proficient in use of specific software required for position.

  • A high level of initiative, thoroughness, accuracy and organizational skills required.

  • Detail oriented with strong analytical skills.

  • High level of confidentiality required.

  • Solid oral and written communication, sales and public relations skills.

  • Ability to manage multiple priorities/projects with varied deadlines.

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Treasury Management Officer

Civista Bancshares, Inc.