Treasury Management Officer - Real Estate Banking

Are you customer focused, enjoy building relationships and providing financial solutions to your clients? You have found the right team. 

As a Treasury Management Officer in Commercial Real Estate, you will generate new treasury management business and maintain relationships with Commercial Real Estate clients. You will leverage your deep treasury product knowledge to develop and execute a localized market and product strategy while developing partnerships with Bankers, Client Service, Product Leadership (Core Cash, Card and Commerce Solutions) and Implementation teams. The Commercial Real Estate (CRE) group is the nation’s leading multifamily lender, leveraging its industry knowledge to offer best-in-class and cost-effective financing solutions across all major real estate asset classes with speed, ease and certainty of execution. 

Job Responsibilities 

• Grow revenue by successfully prospecting and sourcing new treasury management business while retaining and expanding existing customer relationships.  


• Create strategic dialogues around key client-centric issues, incorporating best practices, industry benchmarking, opportunity quantification and solution positioning 


• Collaborate with bankers and clients at senior and strategic levels to proactively provide integrated treasury solutions within a consultative and client driven framework 


• Independently lead business process reviews aligned to key client sales opportunities and engage industry solutions specialist for complex client business process reviews 


• Raise new solution ideas while partner with internal product stakeholders to represent the client perspective in the development and evolution of complex products and solutions  


• Deliver thought leadership to the market, prospects and clients on the working capital solutions at client roundtables, industry conferences, webinars, and professional media platforms. 


• Manage the non-credit risk for customer portfolio and monitor and enhance profitability of all assigned relationships 

Required Qualifications, Capabilities and Skills 

• 6+ years of cash management, sales and relationship management experience 


• Success developing new business with focus on prospecting utilizing strong selling and negotiation skills 


• Knowledge and understanding of Treasury Service products, credit and risk process, overdraft management discipline, and pricing philosophy 


• Excellent verbal and written communication skills 


• Ability to develop strong working relationships with clients, colleagues, external centers of influence (COI), and external consulting organization 


• Strong time management, organizational and planning skills 


• Demonstrated experience of meeting or exceeding sales goals; proven top individual contributor 

Preferred Qualifications, Capabilities and Skills 

• Bachelor’s degree 


• Certified Treasury Professional designation 


• Strong creative solution and problem-solving abilities


• Commercial Real Estate interest or experience