Job Title:Treasury Management Sales Officer II
Location:Costa Mesa
What you'll do:As a Treasury Management Sales Officer II, you'll be responsible at the divisional level for the development of new Treasury Management business, the expansion of existing business relationships and the delivery of the Treasury Management services to new and existing customers. You'll assist with the design of new Treasury Management services and the development of marketing programs. One of your key responsibilities is to build strong partnerships with appropriate sales partners and Relationship Managers to use consultative and strategic sales skills to turn prospects into clients and to expand business of existing.
- Responsible for managing all elements of Treasury Management sales cycle including business development, prospect qualification, needs analysis and close of sale. Retain and grow customer portfolio with a program of service review, regular calling, and industry training.
- Develop independent channels to prospect for new Treasury Management clients and manages the process to maintain a pipeline of potential targets. Complete calls independently or with appropriate partners on customers and prospects in the assigned territory with a focus on those with extensive, complex and/or multi-national treasury management requirements.
- Maintain current and comprehensive knowledge of Treasury Management products, services, industry trends, competitive environment and service issues. Use this knowledge to design customer-centric treasury management solutions, and provide consultative expertise on the liquidity management cycle. Also responsible for providing industry and product training to internal and external audiences including customers, resource groups and Relationship Managers.
- Represent the Bank in the local and regional Treasury Management communities, and in industry groups.
What you'll need: - 8+ years of related experience in Treasury Management Sales or similar field.
- Bachelor's degree or equivalent experience required.
- Advanced knowledge of general banking operations, including deposit operations, loan administration, treasury management and/or other commercial banking products and services.
- Advanced knowledge of applicable regulatory and legal compliance obligations, rules and regulations, industry standards and practices.
- Experience in developing new business with a focus on companies with revenue of $50 million to Fortune 500 preferred.
- Ability to cultivate COIs that refer business and cultivate long term client retention.
- Proven ability to cross sell and negotiate complex solutions consultative approach.
- Intermediate speaking and writing communication skills.
- Certified Treasury Professional preferred.
- Occasional travel required.
Compensation: Salary range for new hires is generally $169,410.00 - $200,000.00 for San Diego, CA. Salary range for new hires is generally $169,410.00 - $200,000.00 for Costa Mesa, CA. Salary amount is determined by specific job location. In addition, the role may be eligible for annual bonus/incentives earned and restricted stock.
Benefits you'll love:We offer all the important things you'd want - like competitive salaries, an ownership stake in the company, medical and dental insurance, time off, a great 401k matching program, tuition assistance program, an employee volunteer program, and a wellness program. In addition, you'll have the opportunity to bolster your business knowledge, learning the ins and outs of how successful companies operate and manage their finances, giving you invaluable hands-on experience to help grow your career!
