Regional Treasury Solutions Officer

United Community Bank • Raleigh, NC

51d • Onsite

About The Position

This role is responsible for driving the development and retention of Treasury Management revenue across assigned markets. The ideal candidate will implement consultative calling programs to achieve new business and revenue growth targets, working closely with Commercial Relationship Managers and other business partners. This position involves identifying prospects, preparing proposals, finalizing sales, overseeing service implementation, and developing client retention strategies. The successful candidate will also actively engage with existing clients to ensure satisfaction and identify opportunities to cross-sell additional services.

Requirements

• Bachelor's degree or 5-10 years of experience selling financial services in the public contract area of banking
• Minimum 3 years of experience in a treasury management sales environment
• Proficiency in PC operations and software applications
• Strong working knowledge of banking products including deposit and sweep accounts, account analysis, and loans
• Excellent interpersonal and communication skills
• Proven ability to sell non-traditional bank products in a traditional banking environment
• Effective writing skills for proposals and correspondence
• Strong organizational and time management skills
• Ability to deliver compelling sales presentations and close deals
• Participation in all required compliance training, including Bank Secrecy Act/anti-money laundering training
• Must be able to pass a criminal background check
• This is a full-time, non-remote position
• Up to 25% of travel required

Responsibilities

• Identify and develop market potential for treasury management and other bank services
• Conduct business development calls on corporate customers, including counties and municipalities
• Maximize non-interest income through product penetration and fee collection
• Sell the bank's suite of treasury management services
• Analyze customer relationships and recommend appropriate banking products
• Establish account setup and oversee implementation of sold products
• Manage controllable expenses to ensure profitability
• Serve as a product expert and provide technical support to customers and internal partners
• Cross-sell additional banking services, including personal accounts
• Participate in community organizations and bank activities to promote the bank's image and services

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Industry: Credit Intermediation and Related Activities
• Number of Employees: 1,001-5,000 employees