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Treasury Management Officer, VP

Join Zenith Private Bank & Trust and become part of an elite team driven by a profound mission: to provide concierge financial services that deliver true peace of mind while helping clients live their best lives. Here, you'll find a strong sense of purpose in building lasting, trust-based relationships with high-net-worth individuals and entrepreneurs, delivering personalized, frictionless solutions that secure their financial visions. Our entrepreneurial culture empowers you to innovate, take ownership, and shape client outcomes in a collaborative, high-touch environment, offering the rare opportunity for exceptional professional growth in a dynamic, relationship-focused private banking setting where your impact truly matters.

Position Overview:

We are seeking a dynamic and results-driven Treasury Management Officer, VP, to join our Private Bank team. In this client-facing role, you will serve as a trusted advisor to closely held businesses, delivering tailored treasury management solutions to optimize cash flow, liquidity, and operational efficiency while driving significant growth in deposits and non-interest income.

Key Responsibilities:

Proactively identify and acquire new commercial clients for treasury management services through targeted prospecting, networking, referrals, and collaboration with private bankers and relationship managers.
Drive measurable growth in deposits (demand, money market, and other non-maturity deposits) and fee-based revenue through the sale and implementation of treasury management products and services.
Consult on and sell a full suite of treasury solutions, including cash concentration, disbursement services, payment platforms, fraud prevention tools, liquidity management, and online banking/portal solutions.
Partner closely with internal teams (e.g., relationship managers, credit, wealth management, and operations) to deliver seamless, holistic financial services and cross-sell opportunities.
Prepare and deliver compelling, client-facing presentations and proposals that clearly demonstrate the benefits of recommended treasury solutions, including ROI analyses, implementation timelines, and projected impact on cash management and deposit balances.
Lead and support the client onboarding process for new treasury management relationships, coordinating with operations, technology, and compliance teams to ensure smooth setup of accounts, payment platforms, online banking portals, fraud controls, and integrations while delivering a high-touch, white-glove experience.
Monitor portfolio performance, ensure high client satisfaction and retention, manage implementation and ongoing support, and maintain compliance with regulatory and bank policies.

Qualifications:

Bachelor's degree in finance, business, accounting, or a related field; advanced degree or certifications (e.g., CTP – Certified Treasury Professional) a plus.
8+ years of experience in treasury management sales, commercial banking, or private banking with a proven track record of growing deposits and treasury fee revenue.
In-depth knowledge of treasury management products, cash management strategies, payment systems, fraud mitigation, and working capital optimization for affluent clients and businesses.
Strong sales acumen with excellent consultative selling, negotiation, presentation, and relationship-building skills.
In-depth understanding of banking regulations impacting treasury services, including BSA/AML, OFAC, NACHA rules, and fraud mitigation controls.
Results-oriented with a demonstrated ability to meet or exceed revenue, deposit, and growth targets in a competitive environment.
Proficiency in treasury management platforms, CRM systems, and financial analysis tools.

This role offers the opportunity to work with sophisticated clients in a collaborative private banking setting, with competitive compensation including performance-based incentives tied to performance and growth achievements.

For more information, please contact:

Savannah Williams

Executive Assistant & Marketing Coordinator

(480) 903-3619

savannah.williams@zenithprivate.com

Benefits: