Lakeside Bank · 1 day ago
Treasury Management Officer
Chicago, IL
Full-time
Onsite
Mid, Senior Level
$75K/yr - $180K/yr
3+ years expLakeside Bank is seeking an experienced Treasury Management Officer responsible for developing, managing and expanding treasury management relationships with business banking and commercial clients. This role involves consultative sales, treasury management products, and payment and liquidity solutions to help clients optimize working capital and improve operational efficiency.
BankingFinancial Services
Responsibilities
Develop and grow treasury management relationships with new and existing commercial clients
Support Commercial Lenders & Market Managers in prospecting, onboarding, and expanding complex commercial relationships
Business development and networking to expand Lakeside Bank’s market presence and seek new opportunities
Conduct client consultations, demos, and onboarding for treasury products and services
Identify client cash flow, payments, receivables, and liquidity needs and recommend tailored TM solutions
Manage Treasury Management implementations from onboarding through go-live, coordinating with internal implementation teams and risk partners
Cross-sell treasury products to increase treasury management fee income and deepen client relationships
Maintain a strong understanding of treasury products and market trends
Resolve client issues and coordinate with internal operations and service teams
Meet or exceed assigned sales and revenue goals
Participate in bank volunteer initiatives and attend client events as needed
Qualification
Required
3–10+ years in treasury management, cash management sales, financial operations, or related commercial banking roles (level dependent)
Demonstrated expertise across core TM products, payment systems, fraud‑mitigation tools, liquidity and account analysis
Strong communication, presentation, analytical, and time‑management skills; proven relationship management and consultative selling capability
Proficiency with Microsoft Word, PowerPoint, and Excel; familiarity with treasury platforms preferred
Preferred
Bachelor's degree in Business, Finance, or related field
Prior responsibility for Treasury Management revenue growth or sales targets
Certified Treasury Professional (CTP) is a plus
Experience with complex portfolios is plus
Benefits
3 Blue Cross Blue Shield Medical plans (2 PPO & 1 HMO plans)
PPO Dental plans are offered through Principal
Vision insurance through Principal VSP
Life/AD&D, Short-term Disability, and Long-term Disability insurance – at no cost to the employee
Variety of supplemental ancillary products such as supplemental life for employee, spouse and/or children, accident, critical illness, hospital indemnity and pet insurance
Company
Lakeside Bank
Welcome to Lakeside! We're a 60 year-old, family-owned Chicago bank with over $3 Billion in assets and 11 full-service branches throughout the city & suburbs.
51-200 employees
Funding
Current Stage
Growth StageLeadership Team
Lakeside Bank
President & CEO
Alan Rose
Senior Vice President & Chief Marketing Officer
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