VP, Senior Treasury Management Officer at Patriot Bank in Stamford, CT

Description

OVERVIEW

The Treasury Management Officer is a trusted advisor and subject matter expert embedded within Patriot Bank's Banking team. This role partners closely with Relationship Managers and other lines of business to deepen client relationships by identifying and delivering treasury management solutions that help clients optimize their working capital and payment operations. This role serves as the TM resource for the broader banking team, bringing specialized expertise to joint client engagements and ensuring clients receive solutions tailored to their financial needs.

Collaboration is at the core of this position. Success is measured by the strength of internal partnerships and the quality of client outcomes, reflecting Patriot Bank's commitment to relationship-driven banking.

ESSENTIAL DUTIES AND RESPONSIBILITES include the following.

• Partner with Relationship Managers and other lines of business to identify treasury management opportunities within new and existing client relationships.
• Participate in client meetings as the TM subject matter expert, providing consultative guidance on working capital optimization and payment solutions.
• Support deposit relationship deepening and deposit growth as a collaborative outcome of TM solution delivery, in alignment with team goals.
• Conduct proactive relationship reviews alongside the banking team to uncover unmet TM needs and expand solution utilization.
• Serve as the primary TM advisor on client engagements, providing strategic guidance on industry trends, best practices, and solution recommendations.
• Prepare and present TM proposals in collaboration with the relationship team; coordinate seamless onboarding and implementation of new services.
• Advise internal partners on TM service profitability and non-credit risk considerations for client relationships.
• Respond to RFPs and support the broader team in competitive client retention and deepening efforts.
• Ensure full compliance with applicable federal, state, and local laws and regulations.
• Complete all required compliance training and maintain current knowledge of regulatory changes, including UCC, Reg CC, and Reg E.
• Adhere to Patriot Bank's internal compliance policies and procedures.
• Perform other duties as assigned to support bank operations.

SUPERVISORY RESPONSIBILITIES

This job does not have managerial responsibilities.

Requirements

QUALIFICATIONS

To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodation may be made to enable individuals with disabilities to perform the essential functions.

EDUCATION and/or EXPERIENCE

• Bachelor's degree (4-year) or equivalent work experience.
• 10+ years of experience in treasury management, banking, or a client advisory role.
• Expert knowledge of treasury management products, services, and cash flow optimization strategies.
• Deep understanding of business and banking regulations including UCC, Reg CC, and Reg E.
• Excellent verbal and written communication, analytical, and presentation skills.

OTHER QUALIFICATIONS

• Expert-level understanding of treasury management products and corporate cash flow optimization.
• Collaborative mindset with the ability to work effectively across Relationship Management, Client Service, and Operations teams.
• Strong relationship-building skills with internal partners and external clients at the executive level.
• Creative and strategic problem-solving with the ability to mobilize internal resources to deliver client solutions.
• Excellent time management and organizational skills; ability to manage multiple client engagements simultaneously.
• Travel: Travel to client offices, prospects, branches, and industry events.

PHYSICAL DEMANDS

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential function of this job.

Reasonable accommodations may be made to enable Individuals with disabilities to perform the essential functions.

Travel: Travel to client offices, prospects, branches, and industry events.

While performing the duties of this Job, the employee is regularly required to sit; use hands to finger, handle, or feel and talk or hear. The employee is frequently required to reach with hands and arms. The employee is occasionally required to stand; walk and stoop, kneel, crouch, or crawl. The employee must occasionally lift and/or move up to 10 pounds. Specific vision abilities required by this job include close vision, color vision and ability to adjust focus.

WORK ENVIRONMENT

While performing the duties of this Job, the employee is occasionally exposed to outside weather conditions. The noise level in the work environment is usually moderate.

EQUAL EMPLOYMENT OPPORTUNITY

Patriot Bank is an Equal Opportunity Employer and does not discriminate based on race, color, religion, sex, gender identity or expression, sexual orientation, national origin, ancestry, age, disability, medical condition, genetic information, marital status, veteran status, or any other protected status under federal, state, or local law.

This job description indicates the general nature and level of work expected of the incumbent. It is not designed to cover or contain a comprehensive list of activities, duties or responsibilities required of the incumbent. Incumbents may be asked to perform other duties as required.