Regional Treasury Management Sales Officer

Ameris Bank • Columbia, SC

7d

About The Position

The Regional Treasury Management Sales Officer develops and executes a marketing plan to acquire new clients and deliver products and services to existing clients in an assigned territory. The officer partners with associates in the market and external sources to consult on sales opportunities, and performs other projects and duties as assigned.

The role establishes market strategies, develops business, and prepares pricing proposals; schedules and completes calls with prospective and existing clients to provide advisory services, product information, and follow-up; and collaborates with stakeholders on pricing, product implementation, and proposals. It maintains relationships with business executives, senior management, and product providers, negotiates contract terms, identifies revenue growth opportunities, and presents Treasury Management relationship reviews to clients. The officer applies ethical sales practices and prioritizes customer needs when recommending solutions.

The position requires five to seven years of experience in financial services and in product knowledge, sales processes, and vendor interaction. A bachelor’s degree in business or a related field is required; Certified Treasury Professional (CTP) certification is preferred.

Ameris Bank offers eligible employees a comprehensive benefits package, including medical, dental, and vision insurance; life and disability coverage; paid sick and vacation leave; holidays; a volunteer/service day; an employee stock purchase plan; a 401(k) with employer matching; spending and health accounts; supplemental insurance options; pet and legal insurance; employee assistance and advocacy programs; discounts and wellness rewards; referral incentives; education assistance; employee resource groups; and employee banking services and discounts.

Requirements

• Five to seven years of experience within financial services industries.
• Five to seven years of product knowledge, sales processes, and vendor interaction.
• Bachelor’s degree in business or a related field.
• Excellent sales skills.
• Excellent organizational, analytical, and interpersonal skills.
• Strong problem-solving, negotiation, and follow-up skills.
• Strong verbal and written communication skills.
• Computer literacy, including fluency with Microsoft Office Suite and systems integration.
• Ability to influence and serve as a subject matter expert.
• Technical knowledge of products.
• Conceptual thinking, including identifying critical interdependencies among systems that affect products and performance.

Nice To Haves

• Certified Treasury Professional (CTP) certification.

Responsibilities

• Establish market strategies, develop business, and prepare pricing proposals to pursue client opportunities.
• Schedule and complete calls with prospective and existing clients to provide advisory services, product information, and follow-up.
• Collaborate with key stakeholders on pricing expectations, product implementation, and proposals.
• Maintain partnerships and alignment with business executives and senior management.
• Maintain partnerships with product providers and negotiate contract terms for prospective and existing clients.
• Identify revenue growth opportunities for current and potential clients.
• Apply customer needs and satisfaction as primary considerations when creating customized client solutions.
• Prepare and present Treasury Management relationship reviews and offer Treasury solutions to clients.
• Practice ethical sales behaviors and act in customers’ best interests when offering additional products and services.
• Perform other projects and duties as assigned.

Benefits

• Medical insurance
• Dental insurance
• Vision insurance
• Life insurance at no additional cost
• Accidental death and dismemberment coverage
• Long-term disability coverage
• Paid sick and vacation leave
• 11 holidays
• Volunteer/service day
• Employee stock purchase plan
• 401(k) retirement plan with a 50% employer match on the first 8% of contributions
• Flexible spending accounts
• Health savings account
• Health reimbursement arrangement
• Supplemental life and other insurance plans
• Identity theft protection
• Pet insurance
• Legal insurance
• Employee assistance program
• Employee advocacy program
• Entertainment discounts
• AT&T employee discount
• Wellness discounts for medical premiums and other rewards
• Employee referral incentive
• Education assistance
• Employee resource groups
• Free interest checking
• Free safe deposit box
• Free money orders, travelers’ checks, and cashier checks
• Discount on mortgage origination fee
• Free online banking and unlimited online bill payment
• Employee banking perks

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level