Treasury Management Sales Officer

EverBank • Jacksonville, FL

12h

About The Position

The Treasury Management Sales Officer partners with various departments to
assist in bringing on new deposit relationships using our Treasury Management
suite of products including online banking, payment solutions, wires and ACH,
remote deposit capture (RDC), and mobile deposits. This role is assigned to
mid-size territories for clients with moderate to complex companies with their
treasury management needs.

Requirements

• 5+ years of experience in Treasury Management, Commercial Banking, or a related financial services role supporting cash management needs.
• Proven ability to support Commercial Banking clients from $20M~ $250M
• Strong knowledge of Treasury Management products such as Business Online Banking, ACH/wires, RDC, Sweeps, merchant services, fraud prevention tools, payment solutions, commercial credit cards, ERP systems and integration, and cash-flow analysis.
• Ability to analyze client cash operations and craft tailored treasury solutions for moderately complex business clients.

Nice To Haves

• 7+ years of progressively advanced experience in Treasury Management sales or relationship management serving mid-size and complex commercial clients.
• Experience collaborating on RFPs, pricing proformas, and cross-functional deal teams within commercial, retail, specialty, or corporate banking environments.

Responsibilities

• Analyzes company cash operations; develops, proposes, and presents comprehensive treasury management solutions based on the clients’ needs and objectives.
• Works with account officers, relationship bankers/managers in commercial and retail, specialty, fund finance, world markets etc. to assist with all treasury management related needs, which include RFP's, pricing proformas etc.
• Keeps informed of current Treasury Management products and services and current activities in the marketplace.
• Maintains contact with clients and keeps them updated on new products and services offered at the bank.
• Serves as a liaison between current and potential clients and the bank to resolve questions regarding Treasury Management products and services.

What This Job Offers

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