Treasury Management Officer III/IV

Washington Trust Bank

United States, Idaho, Boise

Mar 25, 2025

Description

The Treasury Management Officer (TMO) is responsible for coordinating and directing treasury management sales activities to include development of new business, expansion of existing business relationships, and serving clients.

Bank Overview:

Founded in 1902, Washington Trust Bank remains proudly independent. For more than 120 years, we have been focused on long-term client relationships. We dedicate our strengths as an independent regional bank to serving clients who understand the value of an established banking relationship and who seek tailored financial products and services. Our heritage and mission remain clear today: we will be the best at understanding and meeting the financial needs of our customers.

Executive Chairman Peter Stanton is the fourth generation of his family to lead the Bank, growing from its small Spokane headquarters in 1902 to an $11B financial institution with 40 locations throughout Washington, Idaho and Oregon. We enjoy an advantage over our publicly traded competitors because we focus on long-term goals rather than quarterly results. We base our decisions on what is happening in our communities and what is right for our customers.

We have never strayed from our commitment to client service, continuing to grow our commercial, private banking, wealth management, small business and consumer portfolios even in the most challenging macroeconomic environments. Our sound business practices, innovation, knowledge and expertise have seen us through both the best and the most difficult economic cycles. Washington Trust's longevity and success are a testament to our unwavering commitment to our clients and our employees.

Essential Functions

Provides TM review with client, prepares sales presentations of TM solutions, explains services offered and recommends those services that will be most efficient and cost effective for the client.
Works with Commercial Banking and Small Business Relationship Managers to help ensure an integrated and team approach to both prospecting and client retention efforts.
Provides TM education and resources to Commercial and Small Business Banking Relationship Managers on an ongoing basis to ensure widespread knowledge of TM products from a feature and functionality perspective. Provides periodic group presentations, one-on one consultations, and input to reference and marketing materials.
Plans and executes annual sales plan to increase non-interest revenue and core deposits.
Establishes communication and calling plan to maintain excellent client relationships.
Keeps abreast of new products, methods/techniques, key industry trends, conditions and changes in laws and regulatory policies.
Responsible for negotiating pricing of TM products with client where appropriate.
Assesses risk associated with TM solutions and advises Commercial and Small Business Banking Relationship Managers on non-credit risk.
Ensures an effective working relationship with other Bank personnel as required to perform client support and sales functions.
Takes a leadership role in community affairs and activities where warranted for effective business development and community exposure.
Maintains proficiency regarding current Bank and Divisional policies and procedures.
Regular, reliable attendance is required.

Related Functions

May provide functional supervision of and/or delegate tasks to support personnel.
Identifies personal training needs and opportunities and addresses gaps and needs.
Maintains proficiency regarding current Bank systems and software applications
Performs other tasks as assigned by management, i.e., completion of various reports, profit planning, etc.
Perform compliance and risk management duties as required or assigned.

Qualifications

Bachelor's Degree in Finance, Accounting, Business or related field preferred or equivalent experience in related field.
Work experience in cash/treasury relationship management
Working knowledge of Bank products and services.
Proven analytical skills; ability to review and interpret complex data (determining risk, assessing complexity of accounts, etc).
Excellent written and verbal communication skills; ability to analyze, synthesize and articulate complex ideas and communicate such to colleagues, team members, and clients
Excellent interpersonal skills; ability to collaborate with and work effectively with diverse groups of people, managing conflict, negotiating for results and developing working relationships with potential and current clients
Ability to set and achieve challenging goals.

Compensation:

Treasury Management Officer III: $78,135 - $117,202
Treasury Management Officer IV: $95,170 - $142,755

The compensation range represents the low and high end of the base compensation range for this position located in Boise, Idaho. Actual compensation will vary and may be above or below the range based on various factors including but not limited to location, experience, and performance.

What Our Culture Can Offer You:

Our benefit philosophy is to provide you with a comprehensive package to secure your overall wellness and help you become and remain a fulfilled and productive employee. Our benefits include Health, Financial, Retirement and Work/Life Benefits. We are proud to share an overview of our benefits HERE as part of your total compensation.

Washington Trust Bank celebrates diversity in the workplace and actively recruits talent to help reflect the unique communities where we live and work. We are proud to be an equal opportunity employer and prohibit discrimination or harassment based on race, religion, sex, gender identity, sexual orientation, national origin, age, pregnancy, disability, genetic information and any other protected characteristics outline by state, federal and local laws. We believe strength comes from the diverse backgrounds and experiences of our team, and we are dedicated to fostering a supportive and inclusive work environment.

Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities

The contractor will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant. However, employees who have access to the compensation information of other employees or applicants as a part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by the employer, or (c) consistent with the contractor's legal duty to furnish information. 41 CFR 60-1.35(c)