As a Treasury Management Sales Associate III, you will generate new cash management business and expansion of existing business relationships, focusing on clients with annual revenues of $10MM and up, and develop a strategic and ongoing sales plan. You will be responsible for a variety of tasks including utilizing knowledge of competition and industry best practices regarding appropriate treasury management products and services, educating relationship managers and other associates for the purpose of developing business, and maintaining a high level of company and client confidentiality. As the Sales Associate you will be directly responsible for identifying, analyzing, selling and supporting treasury management products and services to established clients and targeted prospective corporate clients, and work closely with Commercial Relationship Managers and Specialty lines of business in achieving specific service charge and deposit goals.
Additionally, are expected to solidify client retention by providing a superior level of client service, assess client needs and recommends effective strategies; negotiates pricing to optimize profitability of products or service solutions, and generate revenue from the sale of treasury management products and services. You will attain established individual, department and Bank goals through active participation in sales management and officer call programs, build a great rapport with clients and fellow associates, and treat others with respect and consideration regardless of their status or position.
All associates are expected to maintain current knowledge and consistent compliance with regulations and bank policies and procedures related to the position, including but not limited to Bank Secrecy Act (BSA) and Office of Foreign Assets Control (OFAC) requirements.
Minimum Requirements: To be considered for this position, you must possess the following qualifications.
- Bachelor's degree or equivalent combination of education and related work experience.
- 15+ years of previous Treasury Management Sales experience.
Desired Qualifications: To be considered an ideal candidate, you should possess some of the following qualifications:
- Advanced degree or certifications related to field.
- 20+ years of progressive Treasury Management Sales experience.
- CTP certification
Skills & Abilities: Ideal candidates for this position should possess some or all of the following skills:
- Demonstrates strong leadership with broad knowledge of Treasury Management
- Demonstrate excellent communication skills both written and verbal
- Demonstrates excellent organizational skills with the ability to prioritize workload and multi-task in a fast pace environment
- Experience utilizing competitive analysis documents to prepare RFP's
- Clear understanding of policies and procedures and able to enforce compliance regulations
- Exceptional internal and external client service objectives
Work Environment:We are a culture that believes that people are our greatest asset and are at the heart of everything we do. We take pride in bringing clarity and simplicity to our associates (employees) and clients. Our decisions are made efficiently, fairly and locally. Our success is directly tied to the communities we serve. It is equally important for us to look through the lens of our applicants and associates to identify their individual needs. As such, we want to share the following:
- We are committed to our core value of meritocracy and supporting our associates in growing within their role
- When completing certain tasks, an associate may need to be able to grasp, push, pull, lift, bend, raise and hold hands and arms overhead.
- Office setting with traditional hours.
- Standing for extended periods of time (typically no longer than 8 hours).
- Must be able to work at a rapid pace for long periods of time (typically no longer than 8 hours).
Benefits:- In addition to your financial compensation, we also offer a generous benefits package that includes insurance, 401k, an associate stock purchase program, paid time off, associate banking perks. For more information about the benefits offered click here.
