1+ months

Assistant Vice President Treasury Management Officer

First Mutual Holding Co.
Lakewood, OH 44107
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The AVP Treasury Management Officer develops new depository business, managing all elements of the sales cycle to include business development, prospect qualifications, needs analysis and closing. Responsible for all sales of depository solutions to existing and prospective clients. Builds, develops and maintains profitable deposit relationships with new and existing customers. Conducts customer/prospect needs analysis and develops proposed service solutions/sales efforts with loan officers in order to acquire new business and strengthen client relationships. A key focus is on generating new business through developing relationships with current customers, external sources, referrals, etc.


Duties and Responsibilities:

  1. Develops new cash management business by calling on current and prospective customers; negotiates deposit pricing and terms within approval limits; builds deposit relationships by cross-selling cash management and bank products and services; works with loan officers and branch managers to present businesses with the best deposit services to meet their needs.
  2. Responsible for all customer and/or prospect needs analysis. Manages the sales process to include depository proposal to implementation; in conjunction with loan officers and/or individual basis.
  3. Builds, develops and maintains profitable depository relationships with new and existing customers.
  4. Coordinates sales efforts with loan officers in order to acquire new business and strengthen existing relationships.
  5. Works with the commercial lending team to ensure ongoing customer service is provided to all business depository customers.
  6. Participates in community activities to enhance the bank's image and visibility and to form and strengthen business contacts and banking customer relationships.
  7. Ability to manage public funds on behalf of courts, cities, universities, hospitals; manages customer relationships with these organizations.
  8. Works with the Marketing department to develop materials to be used by other calling officers for purposes of cross-selling non-credit business products and services; prepares sales presentations and proposals, including analysis of client accounts to determine the optimum cash management products to save them time and money; maintains knowledge of bank products and services; assists Marketing department in developing new non-credit business services and manages the rollout of the services.
  9. Keeps up-to-date on government regulations and the bank's policies and procedures regarding lending, savings, and related operations and procedures; keeps current with competitive product and service offerings to maintain a level of knowledge consistent with industry demands.
  10. Trains other lending officers in the bank's non-credit business products so they can recognize sales opportunities to refer to cash management area; ensures that the cash management program and calling efforts are in compliance with the bank's regulatory policies, procedures, and guidelines.
  11. Manages service providers and vendors effectively; structures relationships with service providers in a strategic manner; sets expectations; develops performance metrics; measures vendor performance, provides feedback and holds accountable.
  12. Other duties as required.

Necessary competencies:

  1. Adaptability
  2. Communication skills
  3. Customer service
  4. Interpersonal skills
  5. Job knowledge
  6. Judgment
  7. Planning and organization

Technical Expertise

  1. Experience in sales is required.
  2. Experience in financial services or banking is preferred.
  3. Experience in lending laws, regulations, and guidelines are preferred.
  4. Proficiency in MS Office [Outlook, Excel, Word] or similar software is required. EasyLender, Cleartouch, OnBase, various government and investor software/web portals is preferred. CRM is preferred.

Education and Experience

  1. Education: Bachelor's degree in Business Administration is required; Master's degree is preferred.
  2. Certification: Certified Treasury Professional is preferred.
  3. Years of experience: 3 to 5 years is required.
  4. Years of experience supervising: None.

Physical Requirements Environment

  • Ability to work effectively in an office environment for 40+ hours per week (including sitting, standing, walking, reaching with hands and arms, climb, push/pull, use hands, and see, hear and speak.
  • The employee must occasionally lift and/or move up to 25 pounds.
  • Ability to communicate effectively in a collaborative work environment utilizing various technologies such as: telephone, computer, web, voice, teleconferencing, e-mail, etc.
  • Ability to travel is required.


Posted: 2023-01-06 Expires: 2023-02-06

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Assistant Vice President Treasury Management Officer

First Mutual Holding Co.
Lakewood, OH 44107

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