Overview

The Treasury Management Sales Officer serves as a strategic partner to Relationship Officers, identifying and cultivating new Treasury Management revenue opportunities while ensuring the retention of existing clients. This role is responsible for achieving sales and retention objectives through consultative selling, client analysis, and tailored financial solutions. The officer provides expert guidance and technical support within the Treasury Management department and may contribute to the oversight and development of Treasury Management Coordinators.

 

 

Has a sense of urgency and works as a team in providing “Best in Class Client Experience.

 

What You'll Do:

• Consistently meets and exceeds individual and/or team sales goals, including but not limited to deposit, loans and other, as applicable.

• Independently expands existing relationships and solicits new business through client referrals and cold calling efforts to meet or exceed the Bank’s strategic goals.

• Generates new Treasury Management revenue sources.

• Resolves treasury management operational problems requiring identification of cause and implementation of corrective action with Treasury Management staff or other departments.

• Conducts on-site sales and service meetings with complex Treasury Management clients for identification and integration of multiple services.

• Acts as a consultant to prospects, clients, and officers to develop and implement Treasury Management systems.

• Prepares and negotiates complex Treasury Management service proposals.

• Independently completes agreements and correspondence with clients.

• Organizes and conducts training sessions for calling clients.

• Participates in the development of marketing and training materials.

• Develops and maintains an in-depth understanding of the Treasury Management products offered by the Bank and the processes for delivering these services.

Qualifications

• 5-7 years of experience in sales of treasury management products within financial services industry. 
• 5-7 years of product knowledge, sales processes, and vendor interaction. 

• Knowledge of Treasury Management products and solutions.

• Influencing – Subject Matter Expertise – Technical knowledge of products and ability to effectively influence obtaining agreement with recommendations.

• Conceptual Thinking – Identifies the critical and interdependencies among system elements that impact products and performance.

• Must be an ambitious, highly motivated, self starter with the ability to meet or exceed established sales goals.

• A strong understanding and experience with the corporate selling process are a must.

• Proven track record of supporting the growth of client relationships.

• Excellent organizational, analytical and interpersonal skills.

• Strong problem-solving, negotiation and follow-up skills.

• Strong verbal and written communication skills.

• Working knowledge of Microsoft Excel, PowerPoint, and Word.

Education

• Bachelor's Degree in Business, Finance, or Accounting.
• An equivalent combination of education and relevant professional experience may be considered in lieu of a degree.

Special Instructions to Candidates

Interview Guidelines

To ensure a fair interview process, the use of AI-enabled devices (e.g., AI glasses or similar technology) is not permitted during interviews.

 

Accommodations

If you require a reasonable accommodation to apply or participate in the hiring process, please contact our Talent Attraction team at [email protected]