What are the responsibilities and job description for the Treasury Manager position at WorldBridge Partners?
About the job
Job Summary:
We are looking for a results-driven Treasury Management Producer to develop and grow our treasury management business. The ideal candidate will be responsible for identifying new business opportunities, building strong client relationships, and delivering tailored treasury management solutions to meet the needs of our commercial and business banking clients.
Key Responsibilities:
Develop and execute a strategy to grow the bank's treasury management portfolio.
Identify and pursue new business opportunities through networking, referrals, and direct outreach.
Consult with clients to understand their cash management needs and recommend appropriate treasury solutions.
Collaborate with commercial lenders and other internal teams to cross-sell treasury management services.
Prepare and present product proposals to clients and prospects.
Manage the onboarding process for new treasury management clients, ensuring a smooth and seamless experience.
Stay current on industry trends, competitive products, and regulatory requirements.
Provide ongoing training and support to internal teams on treasury management products and services.
Maintain accurate records of sales activities and client interactions.
Qualifications:
3+ years of experience in treasury management, cash management, or commercial banking.
Strong understanding of treasury management products, including ACH, wire transfers, remote deposit capture, positive pay, and merchant services.
Proven track record of generating new business and driving revenue growth.
Excellent communication and relationship-building skills.
Strong analytical and problem-solving abilities.
Ability to work independently and as part of a team.
Proficiency in Microsoft Office (Word, Excel, Outlook).
Preferred Qualifications:
Experience working in a community bank environment.
CTP (Certified Treasury Professional) designation is a plus.
Salary : $50,000
