Treasury Sales Officer II
First Citizens Bank • Raleigh, NC5d • Remote
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Treasury Sales Officer II
First Citizens Bank•Raleigh, NC
•Remote
About The Position
This is a remote role that may only be hired in Alabama, Kansas, Michigan, Missouri, Mississippi, North Carolina, Texas and Wisconsin. This position promotes, sells, and manages Treasury Management Services products and services to generate non-interest fee income for the Bank, focusing on clients of an advanced size and complexity. Responsible for new client acquisition and expansion of existing relationships through cross-selling and direct sales efforts. Determines client needs to prepare and deliver formal proposals, soliciting Treasury Services and other depository services, and assists in wider sales initiatives. Serves as secondary relationship officer for large commercial clients, influencing profitability of commercial prospects and customers. May provide guidance to less experienced associates in the work group.
Requirements
- Bachelor's Degree and 6 years of experience in Commercial Banking or Commercial Sales OR High School Diploma or GED and 10 years of experience in Commercial Banking or Commercial Sales
Nice To Haves
- CTP (Certified Treasury Professional)
- Previously experience in a Treasury Sales Officer role
Responsibilities
- Determines profitability of existing and prospective banking relationships, and assists in identifying appropriate clients to call.
- Conducts sales efforts and annual relationship reviews.
- Participates in pre-bid conferences, fact-gathering analysis, and follow-up calls to identify client needs and solicit new revenue.
- Mines for prospective cross-selling opportunities from the Bank's customer data bases.
- Prepares and presents formal written proposals for large corporate, municipal, and nonprofit bank relationships based on needs gathering.
- Coordinates, supervises, and implements the setup of sales closings.
- Serves as ongoing secondary relationship contact for larger entities, assisting with inquiries, sales, and other general support.
- Educates retail, business, and commercial relationship managers on the Treasury Services concepts, products, features, and benefits.
- May serve as a general resource for branch associates through product and services knowledge.
Benefits
- Competitive, thoughtfully designed and quality benefits program
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
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