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Treasury Management Officer

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Banking
💼
Westfield Bank, FSB
📅
1800006D Requisition #
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From humble beginnings in its founding in 2001, Westfield Bank has become one of the leading financial institutions in Northeast Ohio. With a Five-Star Superior rating from BauerFinancial, the bank provides comprehensive personal, business, and agency banking products and services. Supported by Westfield Insurance, one of the nation’s 50 largest property and casualty insurance groups, Westfield Bank has grown to manage more than $1.4 billion in assets. The group’s motto is “Sharing Knowledge. Building Trust.” – a message and commitment lived out each day by employees across the country. The center of the bank’s business model revolves not around profits or numbers, but through personal relationships and close contact with its customers. All Westfield companies stress the importance of hiring quality employees, as well as developing them and empowering each employee to be the best they can be, both in their work and in their life. As an employee of Westfield Bank, you will have the opportunity to not only create peace of mind for our customers, but to grow your career in one of the best workplaces in Northeast Ohio.


About Westfield Bank
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Treasury Management Officer Job Summary
Salary Range: $81,606.00-$93,847.00-$106,088.00

 

The Treasury Management Officer will develop new treasury management business, managing all elements of the sales cycle to include business development, prospect qualifications, needs analysis and closing. Responsible for the sale of depository and Treasury Management 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 presentations to assist businesses and organizations in making efficient use of cash. Coordinates sales efforts with commercial lenders in order to acquire new business and strengthen existing client relationships. A key focus is on generating new business through developing relationships with current customers, self-generated external sources, referrals, and other sources. Remains current on all cash management products and services offered.


Essential Functions (primary functions and/or reasons the job exists in order of importance)
1. Develops new treasury management business.
2. Responsible for the sale of depository and Treasury Management solutions to existing and prospective clients either in conjunction with commercial lenders or on an individual basis. 
3. Builds, develops and maintains profitable deposit relationships with new and existing customers.
4. Conducts customer/prospect needs analysis and develops proposed service solutions/sales presentations to assist businesses and organizations in making efficient use of cash.
5. Proactively reviews client base and identifies deposit and Treasury Management services solutions and cross-sale opportunities based on customer needs and completes the sale. 
6. Coordinates sales efforts with commercial lenders in order to acquire new business and strengthen existing client relationships.
7. Understands the customer’s business environment, strategies and competition in the industry to provide the best solutions. 
8. Develops and provides banking solutions that meet customer’s business needs by partnering with customers as a financial advisor.
9. Manages sales process to include proposal and implementation.
10. Develops and maintains long-term relationships with current and future banking customers.
11. Refers new business to partners (Retail, Private Banking,  Mortgage, and Commercial).
12. Active networking within the community through memberships, outside business events and professional associations.
13. Remains current on all cash management products and services offered.
14. Maintains awareness, understanding and compliance with the Bank's internal policies and procedures, laws and regulations appropriate for this position.
15. Provides assistance in response to regulatory and internal/external audit requests.
16. Travels occasionally in order to participate in special assignments, training, and/or travel between office locations.


Desired Qualifications/Experience/Certification/Education (in order of importance)
1. Minimum of 5 years of directly related banking experience including one or more of the following areas Treasury Management,  generating new deposit sales, generation of treasury product revenue, understating account analysis statements.
2. Experience with and comprehensive understanding of Treasury Management products, credit process, overdraft management discipline and pricing philosophy.
3. Valid driver’s license and a driving record that conforms to company standards.
4. Working towards or already obtained Certified Treasury Professional (CTP) certification.
5. Strong time management, organizational and planning skills gained through previous work experiences. 
6. Strong written and verbal communications skills including the ability to build rapport and trust. 
7. Experience with and understanding of business cash flow and success factors.
8. Experience operating in a fast-paced flexible work environment with competing demands.
9. Proven ability to maintain high integrity and high ethical standards.
10. Bachelor’s Degree OR commensurate experience.


Physical Requirements (specific to the role) 
The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. 
• Ability to work effectively in an office environment for 40+ hours per week (including sitting, standing and working on a computer for extended periods of time).
• 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 as required.

This job description describes the general nature and level of work performed in this role. It is not intended to be an exhaustive list of all duties, skills, responsibilities, knowledge, etc. These may be subject to change and additional functions may be assigned as needed by management.

 

Westfield offers a Total Rewards program that focuses on compensation, benefits, and wellness and includes perks like 401(k), pension plan, annual incentive, education reimbursement, onsite fitness center and casual dress. Work-life balance, recognition, and learning and career development are all part of a rewarding career with Westfield Bank.


To learn more about Westfield Bank and the opportunities available, please visit us at http://www.westfield-bank.com/


We are an equal opportunity employer/minority/female/disability/protected veteran.

 

 

If you need assistance applying for a job with the online application process because of a disability, please contact the Human Resources department at HRAssist@Westfieldgrp.com. This assistance is limited to those applicants who need help due to a disability.


We are an equal opportunity employer/minority/female/disability/protected veteran.

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Westfield Bank, FSB

Westfield Center, Ohio, United States

📁 Banking

Requisition #: 1800006U