Treasury Management Sales Officer
MidFirst Bank•Phoenix, AZ
•Onsite
About The Position
This role is responsible for driving treasury management growth across Arizona by developing new business, expanding existing relationships, and serving as a trusted advisor to clients and internal partners. The position requires a consultative sales approach, strong product knowledge, and close collaboration across relationship management, implementation, and commercial services teams to deliver effective client solutions.
Requirements
- Bachelor Degree or equivalent professional experience
- Minimum of 3 years of treasury management sales experience
- Demonstrated success meeting sales goals
- Strong knowledge of cash management products and related business, financial and risk management processes
- Proficiency with Word processing, spreadsheet, and presentation software
- Strong verbal, written, and presentation skills
- Ability to travel, as needed, to perform essential job responsibilities
Nice To Haves
- Familiarity with financial payments software applications
- CCM or CTP certification
Responsibilities
- Lead consultative sales calls with customers and prospects to extend relationships through treasury management and other bank products and services.
- Develop new treasury management business while growing and retaining existing client relationships.
- Prepare and deliver comprehensive sales proposals to customers and prospects.
- Manage the full sales cycle, including business development, prospect qualification, needs analysis, and closing to achieve annual revenue goals.
- Maintain an accurate, current sales pipeline in the bank's customer relationship management system.
- Stay current on industry trends, collaborate with vendors, and represent the bank at local industry conferences and meetings.
- Serve as a treasury management advisor by education clients on products, pricing, operations, and overall value.
- Participate in Relationship Manager pipeline meetings and hold regular on-on-one strategy sessions with partners to advance customer and prospect opportunities.
- Partner with the Implementation Consultant and Commercial Services to ensure new services are set up accurately, on time and with responsive support for client needs.
- Identify product improvement opportunities by communicating client and prospect feedback to Commercial Product Management.
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What This Job Offers
Job Type
Full-time
Career Level
Senior
