Treasury Management Sales Officer
About The Position
The Treasury Management Sales Officer contributes to the success of the Treasury Management Sales team and the bank by generating fee income through skilled assistance to clients seeking or needing treasury management solutions. The officer prepares presentations and proformas, demonstrates and sells solutions to clients, and collects documentation needed to implement services. The role also trains internal personnel outside treasury management to help them recognize treasury management opportunities. The position maintains knowledge of treasury management products and services, supports clients and prospects, coordinates with business and operational unit partners, and helps identify and mitigate risks associated with treasury management products and services. The role has no supervisory responsibilities and is expected to travel approximately 75% of the time to client sites and meetings.
Requirements
- Associate’s degree or equivalent from a two-year college or technical school; or six months to one year of related experience and/or training; or an equivalent combination of education and experience.
- Ability to read, analyze, and interpret general business periodicals, professional journals, technical procedures, and governmental regulations.
- Ability to write reports, business correspondence, and procedure manuals, and to present information effectively and respond to questions.
- Ability to perform basic arithmetic and calculate rates, ratios, and percentages, and to draw and interpret bar graphs.
- Ability to apply common-sense understanding to written, oral, or diagrammed instructions and address problems involving several concrete variables in standardized situations.
- Knowledge of database software, Excel spreadsheet software, and word-processing software.
- Ability and expectation to travel approximately 75% of the time to client sites and meeting appointments.
- Ability to meet the stated physical demands, including occasional lifting or moving of up to 10 pounds.
Responsibilities
- Comply with and stay current on applicable policies and procedures and federal and state laws.
- Review, analyze, and understand clients’ treasury management needs; conduct demonstrations as needed; and prepare professional presentations and accurate proformas explaining appropriate solutions.
- Maintain sufficient knowledge of treasury management products and services to educate and sell to clients within the assigned territory.
- Manage the calling schedule and complete pre-planning tasks to support clients and business units in the assigned territory.
- Provide professional telephone support to treasury management clients and prospects as needed.
- Submit documentation identifying client needs to those involved in service implementation.
- Regularly train non-treasury management personnel within the assigned territory to recognize treasury management opportunities.
- Build trust with business and operational unit partners and serve as a liaison to discuss client opportunities.
- Mitigate risks associated with treasury management products and services and work with risk managers and lenders to identify those risks.
- Follow bank service level agreements, policies, and regulations.
- Provide, present, and promote The Citizens Experience to external and internal customers.
- Perform other duties as assigned by the Treasury Management Sales Manager or above.
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
Associate degree
