Treasury Management Sales Officer
Job Description:
• Execute the Treasury Management Specialty Sales Strategy
• Responsible for managing the specialty sales portfolio, generating new business and providing representation of the bank in the market
• Develop new/enhanced business relationships with select clients nationally and within the Bank’s footprint
• Consultative selling to targeted niches within Treasury Management is responsible for meeting individual annual sales goals
• Strategizing to target and develop the deposit/treasury niches, developing and executing sales strategies to retain and fully penetrate new treasury management relationships
• Educate and knowledge of products to internal partners and to existing and prospective clients
• Drive visibility through industry engagement, conference participation and other activities to develop prospective client relationships and generate treasury management fee revenue and operating balances
• Effectively manage operational risk and compliance associated with role
Requirements:
• Bachelor’s Degree or equivalent
• Certified treasury Professional (CTP) preferred but not required
• 5+ years of experience in one or a combination of the following: sales, business development, payment centric industries sales or treasury management sales experience
• Proven experience in complex, comprehensive payments/technological solutions and a strong understanding of related business applications and risk management protocols
• Ability to generate calling activity and corresponding business by being a self-starter and leading opportunities independent of lending/credit.
• Exceptional interpersonal, communication, and presentation skills
• Exceptional planning, time management, and organization skills
• Demonstrated analytical and problem-solving capabilities
• Demonstrated ability to work independently and build relationships
• Ability to work in a high-energy, fast-paced work environment and adapt quickly to changing circumstances
Benefits:
• medical, dental, and vision
• life insurance
• critical illness insurance and accident insurance
• disability benefits
• retirement savings
• paid time off (including vacation, holidays, and sick leave)
• parental leave
• Execute the Treasury Management Specialty Sales Strategy
• Responsible for managing the specialty sales portfolio, generating new business and providing representation of the bank in the market
• Develop new/enhanced business relationships with select clients nationally and within the Bank’s footprint
• Consultative selling to targeted niches within Treasury Management is responsible for meeting individual annual sales goals
• Strategizing to target and develop the deposit/treasury niches, developing and executing sales strategies to retain and fully penetrate new treasury management relationships
• Educate and knowledge of products to internal partners and to existing and prospective clients
• Drive visibility through industry engagement, conference participation and other activities to develop prospective client relationships and generate treasury management fee revenue and operating balances
• Effectively manage operational risk and compliance associated with role
Requirements:
• Bachelor’s Degree or equivalent
• Certified treasury Professional (CTP) preferred but not required
• 5+ years of experience in one or a combination of the following: sales, business development, payment centric industries sales or treasury management sales experience
• Proven experience in complex, comprehensive payments/technological solutions and a strong understanding of related business applications and risk management protocols
• Ability to generate calling activity and corresponding business by being a self-starter and leading opportunities independent of lending/credit.
• Exceptional interpersonal, communication, and presentation skills
• Exceptional planning, time management, and organization skills
• Demonstrated analytical and problem-solving capabilities
• Demonstrated ability to work independently and build relationships
• Ability to work in a high-energy, fast-paced work environment and adapt quickly to changing circumstances
Benefits:
• medical, dental, and vision
• life insurance
• critical illness insurance and accident insurance
• disability benefits
• retirement savings
• paid time off (including vacation, holidays, and sick leave)
• parental leave