Treasury Management Business Banking Sales Officer

Ameris Bank•Atlanta, GA

About The Position

Ameris Bank is a purpose-driven financial institution serving customers across the Southeast, Mid-Atlantic, and nationwide through digital services. The Treasury Management Business Banking Sales Officer sells Treasury solutions to small businesses, primarily by phone and email, and provides integrated product and service delivery to a set of clients in the assigned market. Cross-selling is essential. The role works closely with branch associates and external sources to consult on sales opportunities and performs other projects and duties as assigned. The officer develops market strategies, handles business development and pricing proposals, conducts calling activities with prospective and existing clients, and provides advisory services, product information, and follow-up. The role collaborates with stakeholders on pricing, implementation, and proposals; maintains partnerships with product providers; and negotiates contract terms. Complex proposals and solutions are transferred to the RTSO. The officer identifies revenue growth opportunities and applies Treasury product knowledge and ethical sales practices to develop customer-focused recommendations.

Requirements

3–5 years of experience within financial services and/or Treasury experience.
3–5 years of product knowledge, sales processes, and client interaction experience.
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.
Intermediate PC and Microsoft Office suite proficiency.
Ability to analyze critical interdependencies among system elements that affect products and performance.

Nice To Haves

Certified Treasury Professional (CTP) certification preferred.

Responsibilities

Establish market strategies and handle business development and pricing proposals for clients.
Schedule and complete calling activities, primarily by phone or email, with prospective and existing clients in assigned markets; provide advisory services, product information, and routine follow-up.
Collaborate with key stakeholders to set expectations on pricing, product implementation, and proposals.
Maintain partnerships and alignment with product providers and negotiate key contract terms for prospects and existing clients.
Transfer proposals and other complex solutions to the RTSO for handling.
Identify revenue growth opportunities with current and potential clients.
Use knowledge of customer needs and satisfaction to create customized client solutions.
Apply Treasury product knowledge and influence agreement with recommendations.
Practice ethical sales behaviors in line with Ameris’ values of integrity and honesty, acting in the customer’s best interest when offering additional products and services.
Perform other projects and duties as assigned.