Regional Treasury Management Sales Officer

Ameris Bank•Columbia, SC

About The Position

The Regional Treasury Management Sales Officer develops and executes a marketing plan to acquire new clients and provide integrated delivery of products and services to existing clients within an assigned territory. The role partners with associates in the market and external sources to consult on sales opportunities, and supports the success of the Treasury Management team. The position also performs other projects and duties as assigned. The officer develops market strategies, business-development plans, and pricing proposals; conducts client outreach and follow-up; coordinates with stakeholders on pricing, proposals, and implementation; and maintains relationships with business executives, senior management, and product providers. The role identifies revenue-growth opportunities, prepares and presents routine Treasury Management relationship reviews, and recommends customized Treasury solutions. Sales activities must follow ethical practices and Ameris Bank’s core values of integrity and honesty, with customer interests prioritized.

Requirements

  • 5–7 years of experience in financial services industries.
  • 5–7 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 in Microsoft Office Suite and systems integration.
  • Influencing skills and ability to serve as a subject matter expert.
  • Technical knowledge of products.
  • Conceptual thinking and ability to identify critical interdependencies among systems that affect products and performance.

Nice To Haves

  • Certified Treasury Professional (CTP) certification.

Responsibilities

  • Develop market strategies, business-development plans, and pricing proposals to win client opportunities.
  • Schedule and complete calls with prospective and existing clients to provide advisory services, product information, and routine follow-ups.
  • Collaborate with key stakeholders to set expectations for pricing, product implementation, and proposals.
  • Maintain partnerships and alignment with business executives and senior management.
  • Maintain partnerships with product providers and negotiate key contract terms for prospects and existing clients.
  • Identify revenue-growth opportunities among current and potential clients.
  • Use knowledge of customer needs and satisfaction to create customized client solutions.
  • Prepare and present Treasury Management relationship reviews routinely to offer Treasury solutions to clients.
  • Practice ethical sales behaviors consistent with Ameris’ values of integrity and honesty, acting in the customer’s best interest when offering products and services.
  • Perform other projects and duties as assigned.

Benefits

  • Medical, dental, and vision insurance; Ameris Bank absorbs a major portion of healthcare costs, and coverage eligibility begins on the first of the month following 30 days of employment.
  • Life insurance at no additional cost to employees.
  • 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% match on the first 8% of employee 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.
  • Tickets at Work 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’s checks.
  • Discount on mortgage origination fee.
  • Free online banking and unlimited online bill payment.
  • Employee banking perks.
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