Treasury Management Sales Officer I
About The Position
As a Treasury Management Sales Officer, you will be responsible at the divisional level for the development of new Treasury Management business, the expansion of existing business relationships, and the delivery of Treasury Management services to new and existing customers. You will assist with the design of new Treasury Management services and the development of marketing programs. One of your key responsibilities is to build strong partnerships with appropriate sales partners and Relationship Managers to use consultative and strategic sales skills to turn prospects into clients and to expand business of existing clients. You will be responsible for managing all elements of the Treasury Management sales cycle, including business development, prospect qualification, needs analysis, and close of sale. You will retain and grow customer portfolios with a program of service review, regular calling, and industry training. You will develop independent channels to prospect for new Treasury Management clients and manage the process to maintain a pipeline of potential targets. You will complete calls independently or with appropriate partners on customers and prospects in the assigned territory, with a focus on those with extensive, complex, and/or multi-national treasury management requirements. You will maintain current and comprehensive knowledge of Treasury Management products, services, industry trends, competitive environment, and service issues. Use this knowledge to design customer-centric treasury management solutions and provide consultative expertise on the liquidity management cycle. You will also be responsible for providing industry and product training to internal and external audiences, including customers, resource groups, and Relationship Managers. Represent the Bank in the local and regional Treasury Management communities, and in industry groups.
Requirements
- 5+ years of related experience in Treasury Management Sales or similar field
- Bachelor's degree or equivalent experience required
- Intermediate to advanced knowledge of general banking operations, including deposit operations, loan administration, treasury management and/or other commercial banking products and services
- Intermediate to advanced knowledge of applicable regulatory and legal compliance obligations, rules and regulations, industry standards and practices
- Experience in developing new business with a focus on companies with revenue of $50 million to Fortune 500 preferred
- Ability to cultivate COIs that refer business and cultivate long term client retention
- Proven ability to cross sell and negotiate complex solutions consultative approach
- Intermediate speaking and writing communication skills
Nice To Haves
- Certified Treasury Professional preferred
Responsibilities
- Development of new Treasury Management business
- Expansion of existing business relationships
- Delivery of Treasury Management services to new and existing customers
- Assist with the design of new Treasury Management services
- Development of marketing programs
- Build strong partnerships with appropriate sales partners and Relationship Managers
- Use consultative and strategic sales skills to turn prospects into clients and to expand business of existing clients
- Manage all elements of Treasury Management sales cycle including business development, prospect qualification, needs analysis and close of sale
- Retain and grow customer portfolio with a program of service review, regular calling, and industry training
- Develop independent channels to prospect for new Treasury Management clients
- Manage the process to maintain a pipeline of potential targets
- Complete calls independently or with appropriate partners on customers and prospects in the assigned territory with a focus on those with extensive, complex and/or multi-national treasury management requirements
- Maintain current and comprehensive knowledge of Treasury Management products, services, industry trends, competitive environment and service issues
- Design customer-centric treasury management solutions
- Provide consultative expertise on the liquidity management cycle
- Provide industry and product training to internal and external audiences including customers, resource groups and Relationship Managers
- Represent the Bank in the local and regional Treasury Management communities, and in industry groups
Benefits
- Competitive salaries
- Ownership stake in the company
- Medical and dental insurance
- Time off
- 401k matching program
- Tuition assistance program
- Employee volunteer program
- Wellness program
- Opportunity to bolster business knowledge
- Learning the ins and outs of how successful companies operate and manage their finances
- Invaluable hands-on experience to help grow your career
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
Associate degree
