Treasury Management Sales Officer

Sunwest Bank•Sandy, UT

13d

About The Position

SUMMARY The Treasury Management Sales Manager will be responsible for developing and executing sales strategies to drive revenue growth for the organization's treasury management products and services. The successful candidate will work closely with the sales team to identify and pursue new business opportunities, as well as manage existing client relationships to ensure customer satisfaction and retention. ESSENTIAL DUTIES AND RESPONSIBILITIES Develop and implement sales strategies to achieve revenue targets for treasury management products and services Identify and pursue new business opportunities through prospecting, networking, and relationship building Manage existing client relationships to ensure customer satisfaction and retention Collaborate with internal teams to ensure timely and accurate delivery of treasury management products and services Provide regular reporting and analysis of sales performance and market trends Stay up-to-date with industry trends and best practices to inform sales strategies and tactics ADDITIONAL RESPONSIBILITIES Managing a team of Treasury Manager Sales Officers across the Sunwest Bank footprint, responsible for selling treasury management products and services. Demonstrates high degree of professionalism in communication, attitude and teamwork with customers, peers and management Demonstrates high level of quality work, attendance and appearance Adheres to all Company Policies & Procedures and Safety Regulations Adheres to local, state and federal laws Understands and complies with all company rules and regulations Attends training and maintains a basic knowledge of procedures to ensure compliance with laws and regulations governing financial institutions, as they apply to your position and job responsibilities, with an emphasis on the BSA/AML/CIP, Consumer Privacy, Regulation CC, Information Security, Bank Protection Act, FACT-Identity Theft, Information Technology and GLBA. Additional duties as assigned as it relates to the position.

Requirements

Bachelor's degree in business, finance, or a related field
5+ years of experience in sales, preferably in treasury management or financial services
Proven track record of achieving sales targets and driving revenue growth
Excellent communication, negotiation, and relationship-building skills
Strong analytical and problem-solving skills
Ability to work independently and as part of a team in a fast-paced, dynamic environment
Proficiency in Microsoft Office and CRM software

Responsibilities

Develop and implement sales strategies to achieve revenue targets for treasury management products and services
Identify and pursue new business opportunities through prospecting, networking, and relationship building
Manage existing client relationships to ensure customer satisfaction and retention
Collaborate with internal teams to ensure timely and accurate delivery of treasury management products and services
Provide regular reporting and analysis of sales performance and market trends
Stay up-to-date with industry trends and best practices to inform sales strategies and tactics
Managing a team of Treasury Manager Sales Officers across the Sunwest Bank footprint, responsible for selling treasury management products and services.
Demonstrates high degree of professionalism in communication, attitude and teamwork with customers, peers and management
Demonstrates high level of quality work, attendance and appearance
Adheres to all Company Policies & Procedures and Safety Regulations
Adheres to local, state and federal laws
Understands and complies with all company rules and regulations
Attends training and maintains a basic knowledge of procedures to ensure compliance with laws and regulations governing financial institutions, as they apply to your position and job responsibilities, with an emphasis on the BSA/AML/CIP, Consumer Privacy, Regulation CC, Information Security, Bank Protection Act, FACT-Identity Theft, Information Technology and GLBA.
Additional duties as assigned as it relates to the position.