Job Description
Summary: The Sr. Treasury Management Account Executive will be responsible for driving growth in Treasury Management revenue by partnering with relationship managers ( i.e. Lenders), Business Development Officers and Retail Branch Management to deliver cash management, liquidity, and payment solutions to small business, real estate, Not For Profit, Municipal and Commercial clients.
Job Responsibilities:
• Works in partnership with Lenders, Business Development Officers and Branch personnel to develop Treasury Management opportunities with existing clients and prospects. Primarily focuses on the largest, most important existing or prospective customers who offer the largest potential upside for deposits or who require more sophisticated Treasury Management solutions. Makes regular calls on clients and prospects to maintain and expand our business with clients.
• Serves as trusted advisor to clients and internal partners helping align TS solutions to clients operating, risk, and liquidity needs while supporting the bank’s overall growth and retention objectives.
• Formulates and implements a long-term strategy to accelerate the growth of commercial demand deposit balances and generate additional treasury services fees.
• Works closely with the Treasury Management Operations team and is a subject matter expert for all Business Online platform services. Maintains up-to-date knowledge of competitors’ products, services and pricing.
• Represents the Bank in various civic and community functions to further enhance the Bank’s image and to develop additional business.
• Performs other job related duties as may be assigned.
Job Requirements:
• Bachelor’s degree in Finance, Economics, Business, Accounting or equivalent education and related training.
• 5 years of Cash Management/Treasury Management Sales exposure and/or experience.
• Excellent verbal, written, and interpersonal communication skills.
• Strong collaboration and partnering skills
• Proven ability to develop and maintain working relationships across the organization.
Preferred
• Certified Treasury Professional (CTP) a plus.
• Account management skills.
Columbia Bank offers the following benefits:
• Medical, Dental, Vision and Rx which are contributory.
• Bonus programs.
• Employee Stock Option Program (ESOP).
• Life Insurance, Long Term Disability and Accidental Death and Dismemberment (LTD&AD&D).
• Paid Time Off (PTO) which includes Personal and Vacation Time.
• Paid Sick Time.
• Bank Holidays.
• Employees may participate in the 401k program.
Schedule:
• This role is eligible for a hybrid schedule: 3 days in the office and 2 days work from home, based on business needs. This arrangement may change without notice.
Columbia Bank and its affiliates is an Equal Opportunity Employer, including individuals with disabilities and veterans.
Job Responsibilities:
• Works in partnership with Lenders, Business Development Officers and Branch personnel to develop Treasury Management opportunities with existing clients and prospects. Primarily focuses on the largest, most important existing or prospective customers who offer the largest potential upside for deposits or who require more sophisticated Treasury Management solutions. Makes regular calls on clients and prospects to maintain and expand our business with clients.
• Serves as trusted advisor to clients and internal partners helping align TS solutions to clients operating, risk, and liquidity needs while supporting the bank’s overall growth and retention objectives.
• Formulates and implements a long-term strategy to accelerate the growth of commercial demand deposit balances and generate additional treasury services fees.
• Works closely with the Treasury Management Operations team and is a subject matter expert for all Business Online platform services. Maintains up-to-date knowledge of competitors’ products, services and pricing.
• Represents the Bank in various civic and community functions to further enhance the Bank’s image and to develop additional business.
• Performs other job related duties as may be assigned.
Job Requirements:
• Bachelor’s degree in Finance, Economics, Business, Accounting or equivalent education and related training.
• 5 years of Cash Management/Treasury Management Sales exposure and/or experience.
• Excellent verbal, written, and interpersonal communication skills.
• Strong collaboration and partnering skills
• Proven ability to develop and maintain working relationships across the organization.
Preferred
• Certified Treasury Professional (CTP) a plus.
• Account management skills.
Columbia Bank offers the following benefits:
• Medical, Dental, Vision and Rx which are contributory.
• Bonus programs.
• Employee Stock Option Program (ESOP).
• Life Insurance, Long Term Disability and Accidental Death and Dismemberment (LTD&AD&D).
• Paid Time Off (PTO) which includes Personal and Vacation Time.
• Paid Sick Time.
• Bank Holidays.
• Employees may participate in the 401k program.
Schedule:
• This role is eligible for a hybrid schedule: 3 days in the office and 2 days work from home, based on business needs. This arrangement may change without notice.
Columbia Bank and its affiliates is an Equal Opportunity Employer, including individuals with disabilities and veterans.
💡 Quick Summary
Seeking a career-building opportunity? The VP, Treasury Management Account Executive position is now open for candidates interested in the Bank Jobs sector. This role in Frenchtown offers a professional environment and growth potential.
Requirement Snapshot: Candidates should possess basic communication skills, a proactive attitude, and the ability to work in a team. Experience in Bank Jobs is a plus.
