Treasury Sales Officer II

Renasant Corp•Nashville, TN

58d

About The Position

The Treasury Sales Officer will be responsible for effectively selling the Bank's depository and treasury solutions services to existing and prospective clients, either in conjunction with Relationship Managers or on an individual basis, achieving deposit and fee income goals and solidifying customer retention efforts by providing a superior level of relationship management and customer service. This position will contact prospective customers in order to develop new treasury business and will manage relationships with existing customers to ensure proper servicing of accounts and to expand existing business. The Treasure Sales Officer will prepare sales presentations, explain services offered, and recommend services which would benefit clients. This position will identify opportunities to cross-sell other products and services, meet or exceed set deposit goals, and ensure the proper installation of treasury solutions services. The Treasury Sales Officer must be a team player, have the ability to work under pressure, have a professional image, and be able to resolve problems and conflicts. This position must possess strong and advanced business communications skills, such as advanced writing, listening, delivering sales proposals, have basic office and mathematics skills, and have customer service skills. Possession of professional skills such as report writing, basic statistics, effective presentation skills and creative skills will be required. Location listed is preferred office location but other locations in the market may be considered based upon convenience and business necessity. RENASANT BANK IS AN EQUAL OPPORTUNITY EMPLOYER

Requirements

Bachelor's degree, or high school diploma (or equivalent) with equivalent work experience
Minimum of 5 years of prior treasury sales or equivalent experience
Strong understanding of treasury products including more complex offerings such as Payments, Integrated Receivables (lockbox), Commercial Card and Escrow Management
Working knowledge of working capital concepts, relationship pricing, and deal flow management
History of meeting and exceeding deposit and revenue goals and the ability to call independently

Nice To Haves

CTP or other financial industry certifications preferred
Strong knowledge of treasury products
Expert sales and new business development skills
Excellent customer service/relations skills
Excellent presentation, verbal, and written communication skills

Responsibilities

Achieve/exceed key objectives and goals in business development, client retention, deposit growth, portfolio quality, fee income, cross sales, referrals, client satisfaction, and knowledge of treasury management solutions. Proven track record for developing new sales, closing sales, and achieving annual objectives for treasury management sales goals, fee income generation, cross sales, and referrals
Call on new and existing business clients to develop and close treasury management sales business. Proactively review assigned client base and identify deposit and treasury management services solutions, and cross-sale opportunities based on customer needs and complete the sale. Refer and engage business partners (i.e., commercial lending, branches, wealth and insurance, etc.), as appropriate
Develop treasury solutions sales proposals and pricing pro formas for prospective and existing clients to further develop and strengthen business relationships
Conduct annual treasury management reviews for top tier business clients
Maintain up to date and working knowledge of treasury management sales programs, products, and services, as well as applicable federal and state regulatory and compliance requirements
Deliver internal treasury management presentations and participate in sales meetings, joint call planning, and prospect development in partnership with region's business lending and branch calling officers
Partner with business lenders and branch calling officers in pre-proposal discussions to fully understand client needs and shape preferred solutions
Actively participate in joint client and prospect calls and presentations with business lenders and branch sales officers to further business development and sales efforts; lead treasury management discussions with clients and prospects, identifying and assessing client needs and challenges and communicating features/benefits of Bank programs and treasury management products and services
Prepare contracts and implementation documentation in accordance with all account opening, account ownership verification, and treasury management services set-up processes; review and check documents for completeness, accuracy, and conformance with applicable rules/regulations and procedural requirements
Directly responsible for managing and retention of client's operating business by ensuring client satisfaction
Provide an exceptional level of quality service for internal and external customers
Ability to assess customer needs and understand customer requirements, translating into sales deliverables across a wide array of treasury management products and technologies
Proven ability to develop and maintain open, professional, positive, and productive relationships; demonstrate cooperative behavior with management, business partners, customers, and co-workers and work effectively as a team member
Strong functional and technical knowledge of existing and developing treasury management services, documentation, and internet technologies
Strong working knowledge of all products, services, and programs with demonstrated sales and business development skills
Strong ability to maintain and manage personal composure when confronted with a difficult situation and/or customer, with the ability to provide information, data, advice, and solutions, as well as gain trust and respect
Excellent listening, verbal, written, and business communication skills delivered in person, via phone, or email, including effective questioning strategies, negotiations skills, presentation techniques, and training delivery skills with the ability to read, write, speak, and understand English well
Demonstrated organizational and time management skills with the ability to effectively multitask, complete assignments, and meet deadlines in a timely manner
Ability to work independently, under limited direction/supervision, exercising independent judgment, referencing available resources, and demonstrating a high level of accuracy and attention to detail
Unquestionable integrity and demonstrated ability to maintain confidentiality in handling sensitive and confidential information required
Maintain working knowledge and ensure compliance with applicable regulatory requirements, and follows all Bank policies, procedures, and guidelines
Advanced PC experience using MS Office products (Word, Excel, Outlook, Adobe), with the ability to adapt to learn and support new products and technologies quickly
Perform other related duties as assigned