Treasury Management Sales Officer

German American Bank • Louisville, KY

9h

About The Position

The Treasury Management Sales Officer works with prospective customers and internal referral partners to identify deposit and treasury sales opportunities and represent the bank professionally to businesses and their employees. The officer recommends solutions based on customer needs, educates internal partners on referrals and product knowledge, develops sales campaigns for new and existing products, and supports retention of current customers.

The role works independently to price and offer solutions to German American customers and prospects. It includes identifying and analyzing treasury management needs, preparing customer agreements with Treasury Support, calling on prospective and current customers, preparing sales reports and market trends, and delivering sales presentations and proposals. Travel as needed to meet customer needs.

Requirements

• Bachelor’s degree in a business-related field or equivalent work experience.
• Operational and technical knowledge of treasury management systems and processes.
• Outstanding presentation and sales skills.
• Ability to communicate effectively in writing and verbally.
• Attention to detail and ability to work well both in teams and independently.
• Expected to attempt to obtain the Certified Treasury Professional (CTP) designation within three years of hire.
• Knowledge of Microsoft products, including Excel, Word, and PowerPoint.
• Strong problem-solving, negotiation, and follow-up skills.

Nice To Haves

• Knowledge of banking, particularly treasury management sales experience.
• Bilingual or multilingual ability.

Responsibilities

• Work with prospective customers and internal referral partners to identify deposit and treasury sales opportunities.
• Represent the bank to businesses and their employees, offering solutions based on customer needs.
• Educate internal partners to encourage referrals and build product knowledge.
• Develop sales campaigns for new and existing products and support retention of current customers.
• Independently price and offer solutions to customers and prospects.
• Identify and analyze customers’ treasury management needs.
• Prepare and submit customer agreements in coordination with Treasury Support.
• Call on prospective and current customers.
• Prepare sales reports and market trends.
• Prepare and deliver sales presentations and proposals.
• Travel as needed to meet customer needs.

Benefits

• Medical, dental, vision, short-term disability, long-term disability, and life insurance.
• 17 days of paid time off, 11 paid holidays, and bereavement leave.
• Education Assistance Program.
• Paid Parental Bonding Leave.
• Wellness benefits.
• Life event coverage.
• Service awards.
• Financial benefits, including a 401(k) match and stock purchase plan.
• National and local discounts on computers, vacations, phones, and retail shopping.
• Logo wear discounts.
• Free checking account, checks, and discounted bank services.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level