Treasury Management Sales Officer

Treasury Management Sales Officer

The Treasury Management Sales Officer role is for a banking professional to service commercial clients and their cash management needs. This is a relationship-based role, where relationships can span millions of dollars. Working hand in hand with Commercial Loan Officers and Business Bankers, Treasury Management Officers are the backbone of the movement of money with commercial clients.

Treasury Management Sales Officer Qualifications:

• Bachelor's degree or equivalent required
• 4-7 years of relevant treasury management experience required
• Strong teammate who enjoys collaboration with internal business partners required
• CTP - Certified Treasury Professional, Preferred
• AAP - Accredited ACH Professional, Preferred
• Treasury Management product knowledge, including but not limited to Online Banking/Information Reporting, Payments/AR & AP, SFTP connectivity for industry standard file types, positive pay, sweeps, ICS products, lockbox setups, positive pay, and ACH filter

Treasury Management Sales Officer Responsibilities:

• Develop new business primarily with prospects, as well as existing clients in assigned territories
• Maintain a high level of qualified in-person calling activity, completing responses to customer or prospect request for proposal and general sales activity, primarily for new prospective relationships
• Maintain senior-level contact with top and high-priority customers
• Develop territory plans, account strategies, and call plans required to consistently achieve revenue and profit goals
• Coordinate calling activity with assigned Relationship Managers/Commercial Lenders and Retail Staff
• Provide account reviews for assigned top-priority customers
• Participate in independent and/or joint calling with product partners
• Assist in general marketing activity as required for trade shows and other targeted industry events
• Perform other duties as assigned

This opportunity includes an excellent compensation and benefits package. This bank prides itself on retaining employees and has one of the best tenure backgrounds in the area - a competitive salary and bonus incentive program.