JOB DESCRIPTION

The Treasury Management Business Development Officer will partner closely with Commercial Banking, Retail, Business Banking, and IMG teams to drive new business development and deliver comprehensive treasury solutions. This role is responsible for managing the full Treasury Management sales cycle—from prospecting and needs assessment through pricing, proposal development, closing, implementation, and ongoing client support.

Key Responsibilities

Business Development & Sales Execution

Lead the end-to-end Treasury Management sales process, including: Needs analysis, Solution design and pricing, Proposal development, and closing/onboarding
Proactively generate new business through community engagement, professional affiliations, and Centers of Influence (COI) networking
Build and maintain a robust pipeline of opportunities to achieve revenue growth goals
Partner with internal sales teams through joint calling and strategic deal support

Relationship Management & Client Experience

Develop and deepen relationships with existing clients to drive retention and identify additional treasury opportunities
Serve as a key point of contact for client communication, ensuring alignment with service and product needs
Participate in prospect and client meetings to assess needs and recommend tailored treasury solutions
Support all aspects of the deposit relationship

Treasury Expertise & Advisory

Act as a trusted advisor on treasury management, fraud prevention, and banking technology
Provide strategic guidance to clients, prospects, and community stakeholders
Lead or support treasury product implementations, upgrades, and client training initiatives

Strategic Initiatives & Execution

Contribute to and lead special projects as assigned
Support client retention and expansion efforts, including through bank acquisitions and integration initiatives
Develop high-level materials and presentations for executive review and client consultation

Qualifications

Bachelor’s Degree in Business, Finance or related field combined with a minimum 4 years of related work experience.
Excellent relationship management and business development skills
Established network of COIs
Knowledge of bank products. Experience with escrow services, letters of credit, Foreign exchange, 1031 Exchange and interest rate swaps highly preferred
Sound cash management product knowledge and in particular, Lockbox, Positive Pay, Account Reconciliation, ACH, Remote Deposit knowledge of rules and regulations that need to be abide by in order for the bank to be in compliance
Advanced verbal and written communication skills with strong computer competencies.
Strong interpersonal skills and ability to deal effectively in a team environment

Benefits & Culture

Our goal is to offer our colleagues the most generous benefits package possible. We provide a comprehensive suite of benefits designed to support your health, financial security, and overall, wellbeing. Benefits include: competitive compensation with performancebased incentive awards, health and dental insurance, a 401(k) and DC retirement plan, LTD and life insurance, paid vacation, day care reimbursement, tuition assistance for undergraduate and graduate programs, an awardwinning wellness program, and much more!

Rockland Trust Company

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Treasury Management Business Development Officer