Treasury Management Sales Officer

Citizens Business Bank•San Jose, CA

About The Position

The Treasury Management Sales Officer supports the Treasury Management Sales team and contributes to department and bank success by generating fee income through skilled assistance to clients seeking treasury management solutions. The officer prepares presentations and proformas, demonstrates and sells solutions, and collects documentation required to implement services. The role also trains non-treasury management personnel to recognize treasury management opportunities. The position has no supervisory responsibilities and is expected to travel approximately 75% of the time to client sites and meeting appointments.

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, or governmental regulations.
Ability to write reports, business correspondence, and procedure manuals.
Ability to present information effectively and respond to questions from groups of managers, clients, customers, and the general public.
Ability to perform arithmetic using whole numbers, fractions, and decimals, compute rates, ratios, and percentages, and interpret bar graphs.
Ability to apply common-sense understanding to written, oral, or diagrammed instructions and solve problems involving several concrete variables in standardized situations.
Knowledge of database software, Excel spreadsheet software, and word processing software.
Ability to travel approximately 75% of the time to client sites and meeting appointments.

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.
Prepare professional presentations and accurate proformas to educate clients about appropriate treasury management solutions.
Maintain knowledge of treasury management products and services to educate clients and sell services 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 appropriate documentation identifying client needs to everyone involved in implementation.
Regularly train non-treasury management personnel in the assigned territory to recognize treasury management opportunities.
Build an environment of trust with business unit and operational unit partners.
Act as a liaison between business unit partners and operational units to discuss treasury management opportunities with clients.
Mitigate risks associated with treasury management products and services and work with risk managers and lenders to identify those risks.
Adhere to 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.