Treasury Management Sales Officer

CTBC Bank Corp USA•Los Angeles, CA

5d•$78,000 - $110,000•Hybrid

About The Position

Responsible for the development and direct sale of Treasury Management products and services to new clients and the expansion of existing treasury management customer relationships. Supports the business development activities of CTBC front line units and develop sales strategies to aggressively increase the sale and use of treasury management products and services for the designated customer and prospect base.

Requirements

5+ years of treasury management, banking and client interfacing experience
Knowledge of the practices and regulations that govern the banking industry and the implications of federal, state and local regulations affecting cash management activities
Awareness of industry issues and competitive products/services
Knowledge of Treasury Management products, banking & the client sales cycle
Ability to gather, arranges, compiles, interprets, analyzes, summarizes and evaluates information and data to identify sales opportunities and formulate conclusions and recommended actions
Ability to set priorities, objectives and goals
High degree of professionalism
Excellent written and verbal communication skills
Excellent consultative selling & negotiation ability
Attention to detail and consistent follow-up skills
Proficiency in MS Office, internet applications & pipeline reporting systems

Nice To Haves

Bachelor’s degree in related field is preferred
Experience in managing/supporting medium to large account relationships preferred
Bilingual Chinese preferred

Responsibilities

Conduct customer/prospect needs analysis and develop proposed service solutions/sales presentations to assist businesses and organizations to make efficient use of cash
Coordinate sales efforts with relationship officers and team members in order to acquire new business and strengthen existing client relationships
Maintain current knowledge of all treasury management products and services offered
Provide product sales support commercial bankers within your coverage area to assist in generating new business from prospective commercial bank clients
Directly interface with the client’s CFO, CEO, Controller, Treasurer & Accounting Staff
Understand & evaluate clients’ business needs by employing a consultative sales approach to determine their requirements and recommend solutions
Evoke meaningful discussions with clients around their critical issues and propose integrated Treasury Management and banking solutions
Nurture and deepen existing commercial banking client relationships
Conduct banker portfolio and client relationship reviews to generate new business
Prepare and present competitor statement analyses and product proposals
Support the Proposal & RFP bidding processes
Proactively keep Commercial Banking offices and clients abreast of new products, enhancements and industry developments
Create and maintain a solid working relationship with the overall banking team, product partners, and colleagues throughout CTBC
Perform other duties as assigned.
Responsible for adherence to all compliance programs, including but not limited to, completion of all required and assigned training modules by established due dates.
Understand and comply with requirements of all laws and regulations applicable to the position.