Treasury Sales Officer (Finance)
SUMMARY :
The Treasury Management Sales Officer is responsible for the delivery of integrated treasury solutions to commercial and business banking clients. Direct responsibilities include identifying, analyzing, and marketing Treasury Services products to established business customers and targeted prospective clients. In this role the sales officer will work closely with commercial relationship officers and other LOB relationship owners in consulting on key opportunities offering specific product expertise necessary to deliver the best possible solution to the client. Treasury Sales officers are responsible for managing and aggressively growing fee and deposits across a portfolio of accounts. They coordinate across the enterprise by focusing on client acquisition and deepening existing relationships through consistent portfolio and client planning processes leveraging prioritized client relationships.
ESSENTIAL JOB FUNCTIONS :
- Builds and maintains strong client relationships with a focus on developing new business relationships resulting in increased services fees and deposits
- Assesses customer needs and provides recommendations as to appropriate engagement strategies
- Accountable for revenue growth, new business pipeline development, active client calling, portfolio development, and pricing
- Establishes solid working relationships with key business partners aligned at driving client penetration and increasing Carter Bank & Trust's treasury services share of wallet
- Provides consultative support to clients and internal line of business partners on the use/sales of Treasury Services products
- Provides relevant customer training as it relates to new product implementation and set up for new relationships
- Continuously expands knowledge of bank products and internal systems
- Provides market feedback around industry trends, product gaps, and competitive influences
- Builds working relationships with product, operations, and client servicing partners to effectively drive more favorable client experiences
JOB REQUIREMENTS :
- Bachelor's degree or high school diploma plus related work experience
- Prior experience in banking; with at experience in sales of financial services, or treasury sales or support of treasury management functions
- Comprehensive knowledge of Treasury Management products
- Strong preference for Certified Treasury Professional (CTP) designation, or willingness to acquire designation within 1-year
KNOWLEDGE/SKILLS REQUIRED :
- Comprehensive knowledge of Treasury Management products
- Working knowledge of Treasury Services/Cash Management products
- Demonstrated ability to sell financial services
- Excellent written, oral and interpersonal skills
- Ability to think strategically and work independently
- Team player with the ability to work in a fast paced environment
- Proficient computer skills with knowledge of Microsoft Office products and Power Point
PHYSICAL AND MENTAL QUALIFICATIONS :
- Standing, walking, bending and stooping required
- Must be able to sit at a desk for long periods of time and use a computer
- Must be able to occasionally move or lift up to 10 pounds
- May be asked to work supplemental hours periodically
- Limited travel required occasionally during and after business hours
The above statements are intended to describe the general nature and level of work being performed by the incumbent assigned to this classification. They are not intended to be construed as an exhaustive list of all responsibilities, duties, and/or skills required of all personnel so classified.
NOT A CONTRACT
