Treasury Sales Officer

Mercantile Bank•Various Locations within Michigan, MI

About The Position

Mercantile Bank is seeking a relationship-focused Treasury Sales Officer to support its Mid-Michigan market. The role may be based at an office in Mt. Pleasant, Traverse City, Cadillac, or surrounding areas. Depending on the candidate's banking, sales, and Treasury Management experience, the position may be filled at the Treasury Sales Officer I, II, or III level; responsibilities and requirements vary by level, with the appropriate level discussed during the interview process. The officer helps businesses improve financial operations through customized Treasury Management solutions. They work with prospective and existing customers to understand business needs, recommend products and services, grow Treasury Management revenue, and generate business deposits. The position involves developing new business, preparing proposals, conducting Treasury Reviews, coordinating implementation of services, collaborating with internal banking partners, and representing Mercantile at community and business events throughout the region. The role requires travel as needed to meet customers and support regional banking centers.

Requirements

At least three years of banking experience.
A bachelor's degree, an industry-recognized certification considered equivalent to a degree, or an equivalent combination of relevant education and experience.
Knowledge of Treasury Management products, services, and technology.
Strong sales, relationship-building, customer service, communication, organizational, and technology skills.
Ability to travel as needed to meet with customers and support regional banking centers.

Nice To Haves

Treasury Management experience.
Certified Treasury Professional (CTP) designation.
For candidates considered at the Treasury Sales Officer II level, a CTP designation and a proven track record of Treasury Management calling experience may be required.

Responsibilities

Develop new business and achieve sales goals through independent and joint calling efforts with prospective and existing customers throughout the Mid-Michigan market.
Understand customers' businesses, working capital needs, and financial processes to recommend appropriate Treasury Management solutions.
Prepare and present customized customer proposals, including pricing and competitive analysis.
Conduct Treasury Reviews to identify additional opportunities.
Partner with Commercial Bankers and Branch Managers to support customer retention, cross-selling, and Treasury Management referrals.
Help coordinate the implementation of new services.
Represent Mercantile Bank at community and business events throughout the region.