Civista Bank · 3 days ago
Treasury Management Officer
Dayton, OH
Full-time
Onsite
Senior Level
5+ years expCivista Bank is a community-focused financial institution seeking a Treasury Management Officer to enhance their treasury management and depository product offerings. The role involves attracting new business, expanding client relationships, and collaborating with commercial lenders to deliver tailored treasury solutions.
BankingFinanceFinancial Services
Responsibilities
Actively call on new and existing commercial clients to develop and grow cash management sales business
Monitor and enhance profitability of all assigned relationships. Proactively review assigned client base and identify deposit and cash management services, solutions, and cross-sale opportunities based on customer needs
Create & evaluate cash management sales proposals and pricing for prospective and existing clients to further develop and strengthen business relationships
Prepare for pre-proposal discussions to fully understand client needs and shape preferred solutions
Directly responsible for management and retention of client’s operating business by ensuring client satisfaction with cash management services and solutions and increasing portfolio revenue
Promote business for the Bank by maintaining up to date and thorough knowledge of cash management sales programs, products and services, as well as applicable regulatory and compliance requirements
Work closely with service and operational areas of the Bank, third party vendors, etc. providing input to Bank systems designs, modifications, and implementation of cash management services implementation processes
All other duties assigned and any activities that support the key accountabilities
Qualification
Required
Minimum five years' experience in the banking or financial industry; sales or marketing experience preferred
Bachelor's degree in business or finance related field or equivalent work experience
Above average computer literacy (Microsoft Office Suite). Ability to become proficient in use of specific software required for position
A high level of initiative, thoroughness, accuracy and confidentiality required
Detail oriented with strong analytical skills
Solid oral and written communication, sales and public relations skills
Must have strong client interaction skills and has demonstrated the ability to influence the outcome of sales process
Requires the aptitude for powerful presentations and negotiation skills with internal and external clients
Proven product and sales knowledge
Understanding of Treasury Management, Payments and Commerce products and solutions
Ability to build new & existing client relationships
Ability to evaluate client needs
Advanced understanding of financial statement analysis
Ability to provide strategic treasury advisory services
Understanding of investment management techniques
Work involves travel to make customer calls, attend meetings, training, civic functions, and so forth
Preferred
Sales or marketing experience preferred
Treasury Management designation preferred (CTP)
Benefits
Competitive benefits
Work-life balance
Company
Civista Bank
Civista Bank provides personal banking, business banking, and wealth management services.
501-1000 employees
Funding
Current Stage
Public CompanyTotal Funding
$154.9M2025-07-10Post Ipo Equity· $79.9M
2021-12-03Debt Financing· $75M
1996-07-12IPO
Leadership Team
Ian Whinnem
Chief Financial Officer
Recent News
Morningstar.com
2025-12-18
2025-10-23
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