Treasury Management Officer I

Investar Bank National As•Lafayette, LA

About The Position

Develops and retains Treasury Management business for assigned market and/or customer base. Partners with assigned Commercial Relationship managers, Business Bankers and Retail (in this order and throughout the document where it is referenced) in a consultative sales role. Meets annual sales goals and sales activity. Develops and executes regular calling programs and analyzes customer needs. Develops and maintains a strong knowledge of products, pricing strategies, technical tools, and sales strategies.

Requirements

Strong working relationships with clients and colleagues
Ability to generate ideas, identify and drive the development of new business
Demonstrates excellent/strong selling and negotiation skills
Demonstrates excellent/strong verbal and written communication skills
Possesses strong industry/market expertise
Demonstrates strong time management, organizational and planning skills
Possesses strategic thinking skills
Has the ability to mobilize internal and external networks and resources
Ability to use various PC and Internet-based systems to manage their business portfolio
3+ years of cash management, sales and relationship management experience required.

Nice To Haves

Bachelor’s degree in Accounting/Finance or related field preferred.

Responsibilities

Works independently and in partnership with Retail branches, Commercial Relationship Managers and Business Bankers to develop new profitable business from prospective and existing clients.
Assists with the development and execution of strategic sales plans.
Identifies new Treasury Management opportunities and provides appropriate solution(s).
Understands the clients’ business industry, environment and strategic goals to better formulate Treasury Management products and services which will support clients’ goals and objectives.
Understanding of competitions’ offerings so meetings with clients and prospects are structured to address the bank’s strengths when discussing our product and services offerings.
Creates proposals for customers and manages the entire Treasury Management sales process.
Develops in-depth client knowledge and shares it with the Commercial Lenders for both new business development and management of client risk.
Generates cross-sell opportunities by maintaining strong working relationships with other lines of business.
Ensures that own work is in compliance with all applicable laws, regulations, policies and guidelines.
Performs all other duties as assigned.