Treasury Management Officer II (Richmond, VA or VA Beach)

Sandy Spring Bancorp
Richmond
Workplace: OnsiteFull timeFunction: Finance & AccountingExperience: 5+ yearsEducation: bachelorsSkills: ["Client relationship management","Strategic thinking","Independent work","Sales presentation","Team collaboration"]

Drive integrated treasury solutions for commercial and business banking clients by identifying, analyzing, and marketing Treasury Services products. Build and maintain client relationships to grow fees and deposits, develop new business pipeline, and actively call on clients. Partner with commercial relationship officers and other line-of-business owners to provide consultative product expertise, support implementations, deliver training, and provide market feedback to improve offerings.

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Sandy Spring Bancorp
Sandy Spring Bancorp
2 days ago

Treasury Management Officer II (Richmond, VA or VA Beach)

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Source: Company careers pageValidated by: Fursa AI
Last checked: 21 hours agoStatus: Live

Job Summary

Drive integrated treasury solutions for commercial and business banking clients by identifying, analyzing, and marketing Treasury Services products. Build and maintain client relationships to grow fees and deposits, develop new business pipeline, and actively call on clients. Partner with commercial relationship officers and other line-of-business owners to provide consultative product expertise, support implementations, deliver training, and provide market feedback to improve offerings.
Location: Richmond
Workplace: Onsite
Employment Type: Full time
Job Function: Finance & Accounting
Seniority: Mid level

Key Responsibilities

  • •Build and maintain client relationships to develop new business and increase services fees and deposits.
  • •Assess customer needs and recommend engagement strategies for Treasury Services opportunities.
  • •Own revenue growth and new business pipeline development, including active client calling, portfolio development, and pricing.
  • •Provide consultative support to clients and internal partners on Treasury Services product usage and sales.
  • •Deliver customer training for product implementations, expand knowledge of bank products and internal systems, and provide market feedback on trends, product gaps, and competition.

Key Requirements

  • •Bachelor's degree required or equivalent work experience.
  • •Minimum 5 years of previous job-related experience in financial services sales with a concentration in Treasury Services / Cash Management sales.
  • •CTP designation preferred.
  • •Working knowledge of Treasury Services / Cash Management products.
  • •Demonstrated ability to sell financial services with strong written, oral, and interpersonal communication skills.
Experience:5+ yearsFinancial servicesTreasury managementCash managementBanking
Education:Bachelor's
Skills:Client relationship managementStrategic thinkingIndependent workSales presentationTeam collaboration
Certifications:CTP
Tech Stack:OutlookWordExcelPowerPoint

Company Brief

Sandy Spring Bancorp
Bank holding company for Sandy Spring Bank, providing commercial and personal banking, lending, treasury management, and wealth services across the Mid-Atlantic region. Serves businesses, individuals, and nonprofit organizations through a branch and digital banking network.
Industry: Banking
Company Size: Large (251 to 1,000 employees)
Revenue: USD 100M to 250M
Growth: Public Company
Valuation: Public Company (Market Cap in USD)
Funding: IPO / Publicly Listed
Headquarters: Olney, United States
Founded: 1868
WebsiteLinkedIn