Treasury Sales Officer

Cornerstone Bank • Overland Park, KS

6d

About The Position

At Cornerstone Bank, we're committed to bringing passion and customer focus to the business. We are a leader in the financial and community banking industry, providing our clients with access to experts who are committed to excellence. We are seeking a dynamic and motivated Treasury Sales Officer to develop and retain Treasury Services business/clients. You will partner with our Commercial Bankers in a consultative sales role, meet annual sales goals and sales activity targets, and plan sales strategies to develop new business. Becoming a member of our team, you will experience and promote Cornerstone Bank as a unique resource for Treasury services. If you have a strong passion for sales, are driven and self-motivated, and deliver 5-star customer service to develop strong client relationships, we'd love for you to apply. You will be responsible for generating core deposits and treasury revenue, generating new clients and expanding existing relationships, creating client proposals, and managing the Treasury Services sales process. This includes developing and executing regular calling programs, maintaining a sales pipeline, and analyzing customer needs to present ideas to manage their banking in a more automated, timely, cost-efficient manner. To be successful in the role, you will develop and maintain a strong knowledge of products, pricing strategies, technical tools, and sales strategies to maximize effectiveness and proactively communicate banking changes that impact clients. Success will primarily be measured in your ability to generate new business, meet sales goals, complete tasks in a timely manner, and represent the bank in the community and civic organizations.

Requirements

• Bachelor's Degree (BA) in business related field preferred
• Treasury sales experience in a traditional bank required (including outside sales, new client deposit revenue goals); minimum of (2) two years of experience; three (3) to five (5) years’ experience preferred
• Strong verbal and written communication skills
• Strong analytical skills required
• Familiarity of financial software
• Detail oriented and ability to work under pressure of deadlines
• All candidates will be required to complete a pre-employment background and credit screening
• Proficient use and functional knowledge of Microsoft Office Suite (Excel, Word, PowerPoint
• Fiserv core system and Suntell document imaging/scanning system experience is a plus

Nice To Haves

• Fiserv core system and Suntell document imaging/scanning system experience is a plus

Responsibilities

• Generating core deposits and treasury revenue
• Generating new clients and expanding existing relationships
• Creating client proposals
• Managing the Treasury Services sales process
• Developing and executing regular calling programs
• Maintaining a sales pipeline
• Analyzing customer needs to present ideas to manage their banking in a more automated, timely, cost-efficient manner
• Develop and maintain a strong knowledge of products, pricing strategies, technical tools, and sales strategies to maximize effectiveness and proactively communicate banking changes that impact clients

Benefits

• Competitive wage, bonus potential, and attractive benefits package
• Health, dental, and vision insurance (including company contribution), voluntary short-term disability, and company-paid long-term disability, life insurance, and identity theft insurance
• 401(k) retirement plan with company match
• Paid Time Off (PTO), paid Holidays, and telecommute days
• Professional development
• Dress for your Day dress code, Red Fridays (KC Chiefs)/special event days, fitness reimbursement program, paid volunteer program, quarterly birthday events, team-building events, social events, work-life employee assistance program

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Number of Employees: 11-50 employees