Treasury Management Sales Officer

Essential Functions

• Business Development & Sales: Prospects and sources new commercial clients for treasury management services; develops and executes sales strategies to achieve deposit and fee income goals; prepares and delivers compelling presentations, proposals, and pricing pro formas.
• Relationship Management: Maintains and expands relationships with existing clients through regular reviews and consultative engagement; partners with Relationship Managers and other departments to identify cross-selling opportunities. Maintains contact with top and high priority customers.
• Product Expertise & Advisory: Serves as an internal expert on treasury management products and services; provides strategic advisory services to clients on cash management, fraud prevention, and payment solutions. Internally champions new product development and pricing.
• Market & Industry Engagement: Stays informed on industry trends, competitor offerings, and emerging technologies; represents the Bank at community events and industry conferences to build brand presence.
• Maintains a current knowledge of Bank regulations. Ensures compliance with all Federal, State, and Bank policies, procedures, and regulations.
• Performs other duties as assigned.

Performance Measurements

• Sales & Revenue Metrics: Net New Revenue from new treasury clients and cross-sell opportunities; Deposit Growth attributable to treasury solutions.
• New Client Count onboarded; Churn Rate of clients discontinuing services.
• Pipeline Health (volume and quality of opportunities); Time to Close from initial contact to deal closure.
• Consistently demonstrates the behaviors that embody River City Bank’s Values.
• Good working relationships and coordination exist with all co-workers and managers.

Education

• Bachelor’s degree from accredited college in accounting, business, or finance or equivalent experience.

Required Experience

• Five plus years of treasury management/commercial loan experience and/or training; or equivalent combination of education and experience.
• Advanced knowledge of banking payment system regulations, transaction processing and corporate treasury functions.

Knowledge Skills/Abilities

• Excellent sales skills with the ability to meet or exceed established sales goals within expected timelines.
• Excellent communication, negotiation, interpersonal and problem-solving skills.
• Proficiency in personal computers and related software.