Atlantic Union Bank · 7 hours ago
Treasury Management Officer II (Reston)
Reston, VA
Full-time
Onsite
Senior Level
$75K/yr - $126K/yr
5+ years expAtlantic Union Bank is seeking a Treasury Management Officer II responsible for delivering integrated treasury solutions to commercial and business banking clients. The role involves identifying and marketing Treasury Services products, managing client relationships, and driving revenue growth through strategic client engagement.
BankingFinancial ServicesWealth Management
Responsibilities
Builds and maintains strong client relationships with a focus on developing new business relationships resulting in increased services fees and deposits
Assesses customer needs and provides recommendations as to appropriate engagement strategies
Accountable for revenue growth, new business pipeline development, active client calling, portfolio development and pricing
Establishes solid working relationships with key business partners aligned at driving client penetration and increasing Atlantic Union’s treasury services share of wallet
Provides consultative support to clients and internal line of business partners on the use/sales of Treasury Services products
Provides relevant customer training as it relates to new product implementation and set up for new relationships
Continuously expands knowledge of bank products and internal systems
Provides market feedback around industry trends, product gaps and competitive influences
Builds working relationships with product, operations and client servicing partners to effectively drive more favorable client experiences
Qualification
Required
Bachelor's degree required or equivalent work experience
Minimum 5 year's previous job related experience in financial services sales with a concentration in Treasury Services / Cash Management sales
Working knowledge of Treasury Services / Cash Management products
Demonstrated ability to sell financial services
Excellent written, oral, interpersonal skills with the ability to recognize and respond to sales opportunities and deliver persuasive sales presentations
Ability to think strategically and work independently
Team player with the ability to work in a fast paced environment
Proficient computer skills with knowledge of Outlook, Word, Excel and Powerpoint
Preferred
CTP designation preferred
Benefits
Incentive compensation plan
Discretionary profit sharing bonus program
Comprehensive benefits package
Company
Atlantic Union Bank
Atlantic Union Bank is a financial company that provides wealth management, private banking, and advisory products and services.
1001-5000 employees
Funding
Current Stage
Public CompanyTotal Funding
$402.5M2024-10-21Post Ipo Equity· $402.5M
1993-10-08IPO
Leadership Team
Jule Kreyling
President and CEO
Jon Bridges
SVP, Mortgage Chief Operating Officer
Recent News
2026-01-22
2026-01-13
Company data provided by crunchbase