Treasury Management Officer

Job Description

Job Description

Bank of Marin, voted by our employees as one of the "Best Places to Work" in the North Bay Business Journal, is looking for a Treasury Management Officer to join our team at the Corporate Headquarters in Novato, California.

The Treasury Management Officer is responsible for managing the sale, support, and implementation of treasury management products to new and existing customers and acts as a liaison to the Bank’s Retail and Commercial divisions. The Treasury Management Officer manages the treasury management and depository business development activities of the Bank’s Retail and Commercial Banking segments. Responsible for anticipating needs and proactively recommending depository and treasury management solutions. The Treasury Management Officer serves as a resource to existing customers and resolves product and service issues related to treasury management and depository products. They also participate in remote deposit capture, wire, and ACH reviews, as appropriate. This position is expected to be highly conversant with treasury management products and services offered by Bank of Marin. The Treasury Management Officer role may also be responsible for helping with the training and development of Treasury Management Associates.

Essential Functions :

Own sales / business development responsibilities in order to grow operational relationships, Non-Interest Income (NII) and low-cost deposits on behalf of the bank.

Foster ongoing relationships with all line units by conducting business development activities, providing product / solution information, attending sales meetings, conducting training, and driving client retention efforts.

Prepare treasury management proposals, recommend treasury management pricing, and other treasury management requests from internal clients. Complete treasury management implementation documentation and coordinate implementation / training with Business Services.

Serve as the Treasury Management technical expert and resolve more complex situations, exercising, independent judgement while complying with policies, procedures and regulations.

Provide information to colleagues, internal partners, stakeholders and external customers.

Collaborate with branch and market managers and commercial bankers in a consultative selling capacity.

Responsible for meeting annual sales goals and sales activity targets by developing and executing strategies to sell Treasury Management products to new customers and to help retain and fully penetrate existing relationships.

Collaborate and consult with Treasury Management Team, internal partners, stakeholders, and external customers within Treasury Management, as appropriate.

Other duties may be assigned

Skills and Abilities :

• CTP accreditation preferred
• Strong knowledge and understanding of treasury management product and services
• Knowledge of sales techniques and principles to effectively market treasury management services
• Knowledge of the principles and practices associated with the analysis of business operations and depository activities
• Advanced professional image, presenting a professional image of the Bank at meetings, events, mixers, etc.
• Ability to plan and schedule time efficiently, with the ability to handle interruptions effectively
• Ability to work independently under limited or no supervision
• Advanced customer service skills, including the ability to resolve customer conflict, etc.
• Advanced communication and negotiation skills, conducting productive meetings, and making powerful presentations
• Excellent verbal, written, and interpersonal communication skills
• Proficient with Microsoft or related office software products including Word, Excel and Outlook

Professional / Educational Experience :

The hiring pay range for this position is $101,673- $142,345. In addition to the pay range listed, all bank positions are eligible for incentive compensation, which varies based on role. The pay rate for a successful applicant depends on a variety of factors including but not limited to geographic location, work experience, education, and / or skill level.

The Bank of Marin is a growing public company with career advancement opportunities. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, a retirement savings plan with employer matching opportunity, bank paid employee stock ownership plan, tuition reimbursement, employee volunteer program and more. Additional details about total compensation and benefits will be provided during the hiring process.

Bank of Marin is an equal opportunity employer. EOE AA Vet / Disability