Treasury Management Sales Officer Overview:The Treasury Management Sales Officer is responsible for effectively selling the Bank's depository and treasury management services to existing and prospective clients, either in conjunction with Relationship Managers or on an individual basis, achieving deposit and fee income goals and solidifying customer retention efforts by providing a superior level of relationship management and customer service.
This position contacts prospective customers to develop new treasury management business. Manages relationships with existing customers to ensure proper servicing of accounts and to expand existing business. Prepares sales presentations, explains services offered, and recommends services which would benefit clients. Identifies opportunities to cross-sell other products and services. Assists management in developing a market strategy and in setting sales objectives. Meets or exceeds set deposit goals. Assists in the design and ensures the proper installation of treasury management services. Assists management in the development of new services or the modification of existing services.
Must be a team player, have the ability to work under pressure, have a professional image and be able to resolve problems and conflicts. Must possess strong and advanced business communications skills such as advanced writing, listening, delivering sales proposals, and have basic office and mathematics skills, and customer service skills. Possession of professional skills such as report writing, basic statistics, effective presentation skills and creative skills are required.
Key Responsibilities:- Achieve/exceed key objectives and goals in, business development, client retention, deposit growth, portfolio quality, fee income, cross sales, referrals, client satisfaction, and knowledge of comprehensive cash management solutions. Proven track record for developing new sales, closing sales, and achieving annual objectives for cash management sales goals, fee income generation (Non-II), cross sales and referrals.
- Call on new and existing commercial clients to develop and close cash management sales business. Proactively review assigned client base and identifies deposit and cash management services solutions and cross-sale opportunities based on customer needs and completes the sale. Refers and engages business partners (i.e. commercial lending, branches, wealth management, etc.), as appropriate.
- Develop treasury management sales proposals and pricing pro formas for prospective and existing clients to further develop and strengthen business relationships.
- Conduct annual cash management reviews for top tier commercial clients.
- Maintain up to date and thorough knowledge of cash management sales programs, products, and services, as well as applicable federal and state regulatory and compliance requirements.
- Maintains in-depth knowledge and ensures compliance with applicable regulatory requirements, and follows all Bank policies, procedures, and guidelines.
- Advanced PC experience using MS Office products (Word, Excel, Outlook, Adobe), with the ability to adapt to learn and support new products and technologies quickly.
- Provides an exceptional level of quality service for internal and external customers.
- Ability to thoroughly assess customer needs and understand customer requirements, translating into sales deliverables across a wide array of cash management products and technologies.
- Proven ability to develop and maintain open, professional, positive, and productive relationships; demonstrate cooperative behavior with management, business partners, customers and co-workers, and work effectively as a team member.
- Detailed functional and technical knowledge of existing and developing cash management services, documentation, and internet technologies.
- In-depth working knowledge of all products, services, and programs; with demonstrated sales and business development skills.
- Strong ability to maintain and manage personal composure when confronted with a difficult situation and/or customer, with the ability to provide information, data, advice, and solutions, as well as gain trust and respect.
- Excellent listening, verbal, written and business communication skills, delivered in person, via phone or email, including effective questioning strategies, negotiations skills, presentation techniques and training delivery skills; with the ability to read, write, speak and understand English well.
- Demonstrated organizational and time management skills with the ability to effectively multitask, complete assignments and meet deadlines in a timely manner.
- Ability to work independently, under limited direction/supervision, exercising independent judgment, referencing available resources, and demonstrating a high level of accuracy and attention to detail.
- Unquestionable integrity and demonstrated ability to maintain confidentiality in handling sensitive and confidential information required.
Key Behavioral Expectations- Operate with agility and adaptability, responding effectively to changing priorities and business needs
- Demonstrate curiosity and a learning mindset, continuously seeking to improve and grow
- Utilize AI and technology tools responsibly to enhance productivity and decision-making
- Show ownership and critical thinking, using sound judgment to solve problems and deliver results
- Deliver white-glove hospitality, providing thoughtful, proactive, and personalized service in every interaction
Benefits Overview:We offer a competitive compensation package, a generous paid time off program, comprehensive medical, dental and vision coverage, maternity/paternity leave, education reimbursement, wellness programs and more. We also offer participation in an Employee Stock Purchase Program and a 401K with a generous match.
The approximate pay range for this position is $97,700 to $135,000, plus an opportunity to earn performance-based incentives. Please note that the pay range provided is a good faith estimate for the position at the time of posting. Final compensation may vary based on factors including, but not limited to knowledge, skills and abilities, as well as geographic location.
