Treasury Management Sales Officer
Liberty Bank•Middletown, CT
•Hybrid
About The Position
The Treasury Management Sales Officer provides professional, consultative sales of Treasury Management solutions through the acquisition of new customers and deepening existing customer relationships. Through sales activities, enhance business/commercial/government relationships by providing highly specialized advice on all Treasury Management solutions.
Requirements
- 5+ years outside Treasury Management sales and relationship experience preferred
- Proven verbal/written communication and presentation skills
- Established critical/strategic thinking and problem resolution skills
- Demonstrated experience understanding business cash flow
- Certified Treasury Professional (CTP) or Certified Cash Manager (CCM) preferred
- Proficiency with Microsoft Office at intermediate or higher level
Responsibilities
- Accountable for revenue growth, deposit generation, client calling and prospecting, responding to Request for Proposals, building and executing call plans and customer presentations
- Conduct professional, needs-based discovery conversations with business/commercial/government clients/prospects to identify Treasury Management opportunities
- Devise and implement calling strategy to meet call goals and sales goals
- Sales goals will be met by working with prospects and existing customers through in-person visits, phone calls and written communications, researching and building prospect lists, prospecting potential clients through Centers of Influence and other avenues
- Proactively engage with Commercial Relationship Managers and Branch Managers to develop Treasury Management leads and conduct joint calls
- Generate new commercial deposit relationships
- Enhance client retention
- Promote cross-bank collaboration providing referrals for other bank products & services
- Understand and communicate implementation timelines to align with customer expectations
- Respond to Request for Proposals
- Maintain and continuously refine extensive knowledge of Treasury Management industry products, services and pricing
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What This Job Offers
Job Type
Full-time
Career Level
Senior
Education Level
No Education Listed
