SVP Treasury Management Sales Officer

Bank OZK•Atlanta, GA

About The Position

Responsible for developing and retaining Treasury Management business in an assigned territory or specific specialty group within the bank. The role partners with internal associates to deliver consultative treasury services, with a client-focused perspective and awareness of risk. The position may also mentor or train treasury associates and may lead other employees. The officer develops new business and maintains existing client relationships by calling on clients and prospects, assessing business needs, recommending suitable bank services, and supporting sophisticated or complex Treasury Management customers. The role prepares treasury reviews and presentations, manages client documentation, follows up after service implementation, monitors market and product developments, and analyzes and mitigates operational, regulatory, credit, and reputational risks. A bachelor’s degree or commensurate work experience and substantial related treasury, finance, or banking experience are required. Treasury Management sales or sales-support experience is also required; a Certified Treasury Professional credential is preferred. Travel may be required as needed.

Requirements

Bachelor’s degree or commensurate work experience.
At least seven years of related treasury, finance, or banking work experience.
At least five years of Treasury Management sales or Treasury Management sales-support experience.
Knowledge of Treasury Management from a practitioner’s or banker’s perspective.
Knowledge and understanding of clients’ businesses and specific needs.
Ability to interact with all levels in a client environment and assess people and situations effectively.
Ability to work effectively as both a team member and individual contributor.
Effective organizational and time-management skills, including managing multiple priorities and projects with strong attention to detail.
Ability to read and interpret safety rules, operating and maintenance instructions, and procedure manuals.
Ability to interpret economic, financial, industry, and organizational data to diagnose customers’ business strengths, weaknesses, and key issues and develop sales strategies and product recommendations.
Ability to write routine reports and correspondence and speak effectively before groups of customers or employees.
Ability to calculate figures and amounts including discounts, interest, commissions, proportions, and percentages, and apply basic math, algebra, and geometry.
Ability to solve practical problems in situations with limited standardization and interpret written, oral, diagrammatic, or schedule-based instructions.
Ability to produce detailed, accurate, thorough, and timely work and communicate effectively in writing and verbally.
Ability to establish and fulfill customer commitments in a timely manner.
Ability to share expertise with others willingly.
Business development skills and knowledge of selling and closing techniques.
Skill using a computer and Microsoft Office, including Outlook, Word, Excel, and PowerPoint.
Ability to travel as needed.
Ability to operate customary equipment and technology used in a business environment, with or without accommodation.

Nice To Haves

Certified Treasury Professional (CTP) credential.

Responsibilities

Schedule and complete calls on existing clients and prospects to develop new Treasury Management business and maintain existing business.
Support and consult the bank’s most sophisticated and/or complex customers regarding their Treasury Management needs.
Prepare and present treasury reviews and presentations, as appropriate.
Manage documentation required for new and existing Treasury Management clients.
Follow up promptly on newly implemented treasury services to ensure client needs are met.
Meet with client managers, branches, and other business partners to review key relationships and explore prospects.
Develop and maintain relationships with key clients.
Meet with clients through personal calling efforts, referrals, and other contacts to discuss business needs and recommend ways the bank can meet them.
Maintain awareness of local competition and market pricing for treasury services.
Review new product and product enhancement information with internal business partners, as appropriate.
Keep current on Treasury Management trends and developments by attending trade shows and related seminars.
Analyze, evaluate, and mitigate operational, regulatory, credit, and reputational risks, as defined with the business.
Mentor or lead other employees, as needed.
Complete administrative tasks and duties on time.
Exercise discretion and sound judgment in performing essential job functions.
Maintain punctuality and attendance, and follow bank policies, procedures, and guidelines.
Travel as needed.