Treasury Management Sales Officer

Responsible for Treasury Management sales activities, including the development of new Treasury Management relationships, cross sell to existing Treasury Management relationships and the ongoing consultative support and retention for Treasury Management clients.

• Works with Treasury Management (TM) Sales Manager to develop and execute market sales strategy and achieve sales objectives for new Treasury Management business.
• Proactively partners with Relationship Manager to develop new Treasury Management sales, cross sell and customer retention.
• Provides key Treasury Management communication for the market; communicating new or enhanced product capabilities, legal/regulatory/compliance matters, sharing sales success, and competitive or client opportunities surrounding Treasury Management.
• Monitors the market progress towards Treasury Management new sales and budget revenue goals.
• Regularly reviews existing portfolios to identify unexplored opportunities with current clients.
• Develops an understanding of market pricing and available fee opportunities, including a broad knowledge of budget projections and revenue components.
• Attend Relationship Manager sales meetings regularly and serve as key product partner for new treasury management sales, and joint calls on prospects and clients for cross sell and client retention.
• Conducts regular Treasury Management training sessions and product updates for relationship managers, underwriters and client support personnel.
• Regularly manage and update sales activities and pipeline in Banker Sales Environment (BSE) and provides complete and timely information to Sales Associate (SA)/Implementation Specialist (IS) to insure accurate product fulfillment.
• Follows up with TM clients to ensure they are comfortable with and understand how to use TM products.
• Stays informed on new product updates and changes to existing products and processes, and enhances professional, consultative, sales and technical skills related to the Treasury Management product set.
• All other duties as assigned.

To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

• Proven track record of exceeding annual sales revenue production target.
• Demonstrated knowledge of banking, depository, and Treasury Management products and risk management processes.

• Ability to analyze and interpret general business periodicals, professional journals, technical procedures, and request for information/proposals.
• Strong written and oral communication skills; ability to effectively present information and respond to questions from clients and partners.

Proficiency with Internet, Microsoft Office suite (Word, Excel and PowerPoint) and general knowledge of PC hardware/software helpful

Certified Treasury Management Professional designation (CTP) preferred

Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities

The contractor will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant. However, employees who have access to the compensation information of other employees or applicants as a part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by the employer, or (c) consistent with the contractor’s legal duty to furnish information. 41 CFR 60-1.35(c)