Treasury Management Officer | Grand Rapids, Michigan

Reference Number: JC6173
Location: Grand Rapids, Michigan

Judson Group has been retained by one of the top community banks in West Michigan who is in search for a Treasury Management Officer. We are seeking an individual with cash management experience, effective business development skills and established COI’s within the Grand Rapids market.

Responsibilities:

  • Prospects independently for new Treasury Management clients both within and outside the current portfolio. Manages the process to maintain a pipeline of potential targets. Uses consultative and strategic sales skills to turn prospects into clients.
  • Serves as primary contact for deposit and treasury management questions and needs.
  • Perform annual deposit and treasury management relation review for an assigned portfolio of existing customers.
  • Retains and grows customer portfolio with a program of service review, regular calling and industry training.
  • Responsible for onboarding new commercial deposit accounts and related services with support from the operation team.
  • Prepare and deliver product presentations and business account reviews and proposals.
  • Represents the bank in the local Treasury Management communities and in industry groups.

Requirements:

  • 3+ years of experience in Treasury Management sales
  • Bachelor’s degree in Finance, Accounting, or closely related field
  • Certified Treasury Management Professional (CTP), Certified Cash Manager (CCM) or similar credentials preferred
  • High energy and sales attitude required
  • Excellent written and verbal communication skills

Compensation: Commensurate with experience.

Location: Grand Rapids, Michigan

Reference Number: JC6173

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