Treasury Management Officer
Description
Build relationships. Grow business. Help local businesses thrive.
About Rosedale Bank
What You'll Do
- Acquire, deepen, and retain business banking relationships, with a focus on Treasury Management services and core deposit growth.
- Partner with commercial lenders and retail bankers to identify opportunities with existing and prospective business clients.
- Generate new business through outreach, prospecting, networking, and community referral relationships.
- Develop client presentations and proposals, and recommend Treasury Management and other business banking solutions based on client needs.
- Support clients through onboarding, implementation, training, maintenance, and business online banking needs.
- Track sales and service activity in the Bank's CRM system and provide Treasury Management training to internal teams.
- Monitor industry trends and support the development and rollout of new Treasury Management offerings.
- Complete required client documentation and stay current on banking regulations, payment risks, operational controls, and fraud-prevention practices.
- Represent Rosedale Bank at networking and community events, including occasional events outside normal business hours
What You'll Bring
- BS/BA in Business or Finance preferred, or equivalent experience.
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5+ years of banking experience working directly with business clients in Treasury Management, cash management, commercial banking, business banking, or related deposit service roles.
- At least 1-2 years of that experience in a Treasury Management role required, 3+ years preferred.
- Proven ability to build client relationships, market banking solutions, and identify business needs.
- Knowledge of payment risks, fraud prevention, and operational controls related to business banking and Treasury Management.
- Strong client service, presentation, communication, problem-solving, and organizational skills.
- Proficiency with CRM systems, business online banking platforms, and standard office technology.
- Sound judgment, including the ability to recognize and appropriately escalate operational or compliance risks.
- A commitment to professionalism, confidentiality, integrity, and ethical conduct.
Why Rosedale Bank
We're Here For It.
We're here for building careers, not just filling positions.
We're here for recognizing contributions, developing leaders, and creating opportunities for growth.
We're here for employees who want to make a difference every day while being part of a team that genuinely cares about one another and the people we serve.
Guided by our core values of Respect, Partnership, Integrity, Community, and Excellence, we believe the best banking experiences are built through trust, personal connections, and exceptional service.
We're here for our customers. We're here for our communities. We're here for your career. We're here for it.
WORKING CONDITIONS / PHYSICAL REQUIREMENTS
- Must be able to remain in a standing position for long periods of time (50% of the time)
- The person in this position needs to occasionally move about inside the office to access file cabinets, office machinery, etc.
- Constantly operates a computer and other office productivity machinery, such as a calculator, copy machine, and computer printer.
- Bending required to access the coin vault, ATM and night drop.
- Ability to work at other branch locations based on business need.
- Ability to work a schedule that includes evenings and weekends and flexibility during the week.
- Must be able to lift up to 60 pounds.
We are an equal opportunity employer. Employment selection and related decisions are made without regard to race, color, religion, sex or gender (including pregnancy), age, marital status, disability, national origin, veteran status, sexual orientation, gender identity, genetic information or any other protected class.
Ready to grow relationships and make an impact? We invite you to apply for our Treasury Management Officer opportunity.