Job Description

The Treasury Management Officer (TMO) at Stone Bank is responsible for generating new business and enhancing relationships with existing clients, primarily in the $250,000 and greater business segment. The TMO serves as a key contact for clients, delivering exceptional "white glove" customer service, and identifying growth opportunities within their assigned market.

+ Manage and close new business opportunities within the designated market segment. + Build and maintain strong, long-term client relationships, ensuring a high level of customer satisfaction.
+ Provide concierge-level customer service and act as a trusted advisor to clients.
+ Identify and pursue opportunities to expand and deepen relationships with existing clients.
+ Conduct daily outbound calls and individual prospecting to drive business development.
+ Collaborate with internal Stone Bank team members to generate referrals and work with external partners for additional business development.
+ Engage in consultative sales by proposing tailored financial solutions, evaluating pricing, and explaining Treasury Management products and fraud solutions.
+ Analyze client cash flow and operational needs to develop customized solutions.
+ Oversee the implementation process for new services, including setting client expectations, preparing documentation, coordinating with onboarding teams, and following up on service delivery.
+ Partner with client services to ensure a seamless and positive banking experience.
+ Work cross-functionally with other Stone Bank departments to understand product risk and policy requirements.
+ Assist Retail and Marketing teams in maintaining CRM systems with accurate sales activity records.
+ Communicate with clients to clarify requests and address product setup questions.

Key Skills and Qualifications

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+ Advanced knowledge of Treasury Management principles, products, and fraud solutions. + Strong understanding of banking objectives and client needs.
+ Excellent analytical skills for assessing client requirements and developing solutions.
+ Outstanding communication and interpersonal skills, with a client-focused approach.
+ Ability to develop creative solutions for complex client challenges.
+ Demonstrated ability to work independently and collaboratively with internal and external partners.
+ Proficiency in Jack Henry Associates (JHA) software products, risk management, regulatory compliance, Microsoft Office, and CRM systems such as JHA Synapsis.
+ Exceptional time management and organizational skills.
+ Membership and regular attendance in business networking groups and events.