The Treasury Management Officer’s responsibilities selling all Treasury Management products and services by calling on existing and prospective business customers, developing relationships, and providing creative product solutions in a consultative manner.
Responsible for identifying and achieving financial goals for product lines and understanding market pricing dynamics.
Identify and target potential customers and/or markets for products.
Influence sales force regarding strategies, markets and customers.
Recommend new products or enhancements as changes are warranted or justified.
Understand customer business requirements.
Participate in industry conferences and seminars; keep abreast of changes, trends, etc. in the marketplace.
Fielding Cash Management customer service issues – such as Online Banking password resets, COPS questions, or assistance with processing ACH or Remote Deposit Files.
Coordinate training with internal and external clients
Coordinate Cash Management annual renewal documentation in accordance with Bancorp approved ACH and Remote Deposit Policies
Responsible for participating and/or leading various cash management projects
Provides product knowledge on Cash Management services to existing and prospective customers.
Assist with customer communications related to Cash Management products and services.
Provides internal and external product knowledge and sales support on merchant services, including branch training and customer visits.
BS/BA or qualified work experience preferred
2-5 years of experience in Treasury Management
Experience with Cash Management products
Minimum two years of sales/service experience
Excellent grammar and communication skills
Excellent presentation skills
Proficiency in all Microsoft programs and applications
Professional appearance and demeanor
Demonstrates initiative and is proactive
Ability to see value
Demonstrate a team approach
Organization, time management, analytical and decision making skills
Initiative to continue education in Cash Management
About Citizens Union Bank
Dating back to 1888 Citizens Union Bank (CUB) has maintained the desire to offer community banking services that meet the needs of all individuals and businesses in the local communities that we serve.
Today CUB has Branch locations throughout Kentucky in Shelby, Jefferson, Spencer, Hardin, Oldham, Bullitt, Owen and Gallatin Counties.
We continue our long tradition of decision making by local people who you know and trust.
From our past, to the present, and looking towards the future, one constant has remained. CUB is truly a "local" bank. We continue to be locally owned and operated because CUB is committed to being a community bank.