Demo

Treasury Management Officer

TalentBridge
Phoenix, AZ Full Time
POSTED ON 1/14/2025
AVAILABLE BEFORE 4/2/2025

We’re looking for a dynamic Treasury Management Officer who thrives in an environment where growth, innovation, and client-focused solutions drive success. You’ll join one of our premier, fastest-growing banking clients—a workplace celebrated by employees and clients alike for its consultative approach and favorable culture. This role has primary responsibility for developing sales and acquiring new business clients, with a focus on depository and treasury management solutions. TMO’s play a critical role in helping clients optimize working capital through tailored solutions.

Position Overview : In this role, the Treasury Management Officer (TMO) will identify, analyze, and support treasury / cash management services for business clients. You’ll work independently and collaboratively with cross-functional teams, using your expertise to promote and customize treasury solutions. Building relationships through strategic alliances, prospecting, and networking, the TMO will drive fee income, deposits, and the overall client experience.

If you’re an ambitious Treasury Management Officer who thrives in a growth-focused environment, we encourage you to apply and become part of a banking team that prioritizes innovation, client satisfaction, and market-leading solutions.

Responsibilities :

  • Develop new business relationships focused on treasury management and drive fee revenue from treasury solutions
  • Collaborate with internal teams to customize client offerings, including digital treasury management strategies and marketing collateral
  • Establish and expand networks within the community, creating referral opportunities and enhancing the client’s market presence
  • Provide expert consulting to clients to help them optimize working capital through tailored treasury and digital solutions
  • Meet performance goals for client acquisition, deposit growth, and revenue generation
  • Partner with lending and digital teams to execute treasury outreach campaigns, ensuring a seamless client experience
  • Participate in community events to reinforce the client’s brand and establish COI relationships
  • Act as a Subject Matter Expert (SME) in treasury management, supporting both clients and internal teams

Qualifications :

  • Bachelor’s degree in finance, economics, or business administration preferred
  • 3 years’ experience in treasury management sales or deposit product management
  • Demonstrated success in securing new treasury management business and onboarding clients
  • Strong business acumen with the ability to make sound decisions in a dynamic banking environment
  • Leadership abilities to inspire and represent the client positively with both customers and team members
  • Advanced prospecting and selling skills, with knowledge of treasury and cash management products
  • Tech-savvy with strong knowledge of Microsoft Office and banking technology
  • Solid understanding of payments, NACHA, BSA, and AML compliance
  • Skilled in communication, able to effectively engage clients and internal teams
  • About the Client : Our client is deeply committed to “Lifting and Transforming Lives” by empowering small businesses to grow and thrive. They value trust, positivity, client-focused solutions, and measurable results—creating an exceptional culture for both clients and employees.

    Pay :

  • 80,000 - $100,000 / year
  • Commission
  • Benefits :

    The client provides a comprehensive benefits package, including health, dental, and vision insurance, paid time off, life insurance, short and long-term disability, 401(k) match, and a tuition savings program.

    Location :

  • In Office - Phoenix, AZ 85053
  • Travel within PHX market for networking events, client meetings, etc
  • Schedule :

  • Monday - Friday
  • 8 : 00am - 5 : 00pm
  • TalentBridge Connecting People with Their Purpose

    As one of the nation’s leading professional recruiting companies, TalentBridge successfully places thousands of candidates in their dream jobs every year.

    At TalentBridge, we’re passionate about connecting people with their purpose, and we go above and beyond to be the trusted partner to the people we serve. We value relationships over transactions – relationships grounded in open communication and honesty. We’re built on collaboration and teamwork — both with internal team members and with each and every candidate we represent. And that goes beyond a vested interest in your professional success, to rooting for your personal success.

    We’re not just another staffing company churning and burning our way through candidates. Our seasoned recruiting professionals love what they do – the Charlotte Observer named us a Top Workplace two years running – and they’re great at it!

    We know success begins with personal connections, so we work hard every day to get to know the person behind the resume so we can help our candidates find the best job, not just a job.

    That’s a fantastic reason to get out of bed every morning, and we’re excited to share it with an expanding team. Will you join us?

    Proven Process

    We follow a disciplined, proven process to help ensure success in matching high-quality candidates with high-performance companies. It starts with an in-depth understanding of your skills and experience. It continues with a deep dive into your passions which, in turn, help us to find your purpose. It’s a process that goes well beyond your resume – one that values relationships over transactions in order to optimize success in your job search.

    Salary : $80,000 - $100,000

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