First Federal Lakewood · 2 months ago
Treasury Management Officer III
Lakewood,OH,US
Full-time
Onsite
Mid, Senior Level
3+ years expFirst Federal Lakewood is seeking a Treasury Management Officer III who will be a senior member of the Treasury Management team. This role involves developing new depository business, managing the sales cycle, and leading department initiatives while mentoring team members.
BankingConsultingFinancial Services
Responsibilities
Uses extensive experience, sales skills and networking to develop new cash management business by calling on current and prospective customers; negotiates deposit pricing and terms within approval limits; builds deposit relationships by cross-selling cash management and bank products and services; works with loan officers and branch managers to present businesses with the best deposit services to meet their needs
Responsible for all customer and/or prospect needs analysis. Manages the sales process to include depository proposal to implementation; in conjunction with loan officers and/or individual basis
Builds, develops and maintains profitable depository relationships with new and existing customers. Shares experiences and assists other team members by making instructions within network
Maximizes strong working relationships with loan officers and coordinates and coordinates sales efforts with loan officers in order to acquire new business and strengthen existing relationships
Works with the commercial lending team to ensure ongoing customer service is provided to all business depository customers
Takes the lead in identifying and registering for appropriate community activities. Projects a positive image of the organization while participating in community activities. Strives to enhance the bank’s visibility and to form and strengthen business contacts and banking customer relationships
Utilizes extensive experience to manage public funds on behalf of courts, cities, universities, hospitals; etc. Manages customer relationships with these organizations
As assigned, works with Marketing to develop materials to be used by other calling officers for purposes of cross-selling non-credit business products and services; prepares sales presentations and proposals, including analysis of client accounts to determine the optimum cash management products to save them time and money; maintains knowledge of bank products and services; assists Marketing department in developing new non-credit business services and manages the rollout of the services
Keeps up-to-date with government regulations and the bank's policies and procedures regarding lending, savings, and related operations and procedures; keeps current with competitive product and service offerings to maintain a level of knowledge consistent with industry demands
Serves as subject Matter Expert for non-credit business products. Trains other lending officers in the bank’s non-credit business products so they can recognize sales opportunities to refer to cash management area; ensures that the cash management program and calling efforts are in compliance with the bank’s regulatory policies, procedures, and guidelines
Manages service providers and vendors effectively; structures relationships with service providers in a strategic manner; sets expectations; develops performance metrics; measures vendor performance, provides feedback and holds accountable
Complies with all applicable banking laws and regulations, including, but not limited to the Bank Secrecy Act, USA Patriot Act, and related anti-money laundering statutes, and federal consumer protection legislation and regulations
Other Duties as assigned
Qualification
Required
3-5 years of experience in banking or financial services is required
3 + years of demonstrated, progressive success in a sales role is required
Certified Treasury Professional is required
Proficiency in MS Office [Outlook, Excel, Word] or similar software is required
Bachelor's degree in Business Administration (or other related field) OR equivalent experience is required
Preferred
Cleartouch, Nautilus, various government and investor software/web portals is preferred
CRM is preferred
Master's degree is preferred
Company
First Federal Lakewood
First Federal Lakewood is a banking firm based in Ohio.
201-500 employees
Funding
Current Stage
Growth StageLeadership Team
Chalana W.
SVP, Chief Community Development Officer
Lisa Behm
SVP Chief Mortgage Officer
Recent News
2025-10-29
Mergers & Acquisitions
2025-10-29
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