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 the region, including 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 Treasury Sales Officer helps businesses improve their financial operations through customized Treasury Management solutions. The role works with prospective and existing customers to understand business needs, recommend products and services, grow Treasury revenue, and generate business deposits. The officer spends time in the market meeting customers, learning about their businesses and financial processes, recommending solutions to improve cash flow and efficiency, preparing proposals, conducting Treasury Reviews, and helping coordinate implementation of new services. The role also represents Mercantile Bank at community and business events and collaborates with Commercial Bankers, Branch Managers, and other Bank partners. Mercantile Bank describes itself as Michigan's largest community bank, committed to strong relationships, collaboration, innovation, and the communities it serves. The company offers competitive compensation, bonus opportunities, benefit options, training and development, and opportunities to connect with the community through volunteer activities.

Requirements

At least three years of banking experience; Treasury Management experience is preferred.
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, and communication 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.