New Horizon Bank-National Association - Treasury Management Representative at New Horizon Bank-National Association

 New Horizon is not just another bank; it is a dynamic, forward-thinking financial institution committed to redefining the banking relationship through our relentless pursuit of curiosity, boundless creativity, and unwavering dedication to innovation. Our team is comprised of passionate individuals who are constantly seeking new ways to enhance our services and create exceptional experiences for our customers. From developing innovative financial products to implementing cutting-edge technologies, we are committed to finding creative solutions that address the evolving needs of our clients in today's integrated and fast-paced world. Join us on our journey as we continue to explore new horizons, challenge conventions, and redefine the future of banking.  

Job Summary:

The Treasury Management Representative is responsible for managing and growing a deposit book of business. This role leads the development, delivery, and support of treasury solutions for business clients in their territory, with a focus on deposit growth, fee income, customer retention, and operational efficiency. The Treasury Management Representative serves as the primary subject matter expert on treasury products, partners closely with Commercial Bankers, and ensures the function operates in alignment with the bank’s overall sales strategy for their territory.

Essential Duties and Responsibilities:

• Deposit Growth: This position is responsible for aggressive deposit growth in their territory. Proactive outreach to both customers and non-customers to acquire new deposit business and cross sell current customers.
• Revenue Growth: Drive fee income and core deposit growth through proactive promotion and implementation of treasury services.
• Sales Support: Collaborate with Commercial Lending and Business Banking teams to identify Treasury opportunities, support client acquisition, and deliver customized treasury solutions.
• Client Relationship Management: Serve as the lead resource for business clients’ treasury needs, providing consultation, onboarding, training, and ongoing support.
• Product Management: Maintain and recommend pricing structure updates that adapt to market conditions, competition, and the Bank’s goals.
• Employee Training: Educate and train employees and clients on existing and new Treasury Management services.
• Compliance & Risk: Ensure all treasury products and services are delivered in compliance with applicable regulations, policies, and internal controls. Ensure products meet state and Federal regulatory requirements and coordinate legal review of all supporting collateral materials, agreements, applications and documentation.
• Process Improvement: Identify and implement process enhancements to improve efficiency, client experience, and risk management.

  Required Knowledge, Skills, and Abilities:

• Excellent communication, interpersonal, and problem-solving skills.
• Customer-focused with a proven track record of driving results in a sales-oriented environment.

Education and Experience:

• Bachelor’s degree in Business, Finance, or related field preferred.
• 1 year of banking experience, preferably in Treasury Management, Business Banking, or Commercial Banking.
• 2 years of sales experience driving profitable growth.

Work Environment:

• Office-based role preferred with local travel to client sites as needed. A Hybrid arrangement may also be considered.
• Requires occasional evening or early morning meetings for client support or training.