Treasury Management Sales Officer

Sunwest Bank•Sarasota, FL

7d•Onsite

About The Position

The Treasury Management Officer drives new business through the sale of the Bank’s treasury services and serves as a consultant and business partner to the Relationship Management team. The role identifies client needs, develops customized sales proposals, performs cost-benefit analyses, builds pricing scenarios, identifies margin opportunities, participates in customer calls, and provides pre- and post-sale client support.

Requirements

Five years of related Treasury Management experience and/or training, or an equivalent combination of education and experience.
Education or training applicable to the financial industry, including in-house training, formal education, or financial-industry curriculum.
Working knowledge of applicable state and federal banking compliance regulations, Bank operational policies and procedures, and Bank products and services.
Exceptional verbal, written, and interpersonal communication skills, including the ability to train others, prepare reports and procedures, and communicate clearly with customers and employees.
Ability to address complex, non-standardized problems involving multiple factors and variables.
Ability to work independently with minimal supervision.
Consistent professionalism, teamwork, attendance, quality of work, and adherence to policies and regulations.

Nice To Haves

Demonstrated adaptability, initiative, innovation, organization, sound decision-making, and results orientation.
Experience supporting client onboarding, treasury platform administration, audit readiness, and relationship-management sales efforts.

Responsibilities

Generate new business by identifying market opportunities through cold calls, warm leads, and referrals.
Determine client needs and cross-sell treasury products and services to internal and external clients.
Maintain an active sales pipeline and provide real-time updates using available tools.
Partner with the Relationship Management team to educate clients and sell additional products through onsite and telephone meetings.
Maintain current knowledge of industry practices and the full suite of Treasury Management products and services.
Handle inbound customer service inquiries, training, and support requests related to Treasury Management and Internet Banking products while maintaining service quality.
Review customer agreements, maintenance requests, and cancellation forms for completeness, accuracy, and adequacy.
Complete new-client setup and deletion requests and provide client training for related products and services.
Support departmental audit requirements and help implement and complete agreed audit recommendations.
Support Bank employees in all areas of Electronic Banking and Treasury Management products and services.
Serve as a subject matter expert on system capabilities, client onboarding processes and worksheets, and Bank agreements related to Treasury Management services.
Understand and comply with all laws, regulations, Bank policies, safety requirements, and procedures applicable to the position.
Attend required training and maintain knowledge of financial institution regulations, including BSA/AML/CIP, Consumer Privacy, Regulation CC, Information Security, the Bank Protection Act, FACTA identity theft requirements, Information Technology, and GLBA.
Perform additional duties as assigned that relate to the position.