Treasury Management Sales Officer

Essential Functions

• Maintain and continuously refine knowledge of Treasury Management products, services and pricing.
• Application of products/services to business cash flow cycles.
• Service setup procedures and documentation.
• Account analysis.
• Conduct polished, professional, needs-based discovery conversations with business and retail clients to identify potential Treasury Management opportunities.
• Provide technical advice to business and retail clients on financial supply chain optimization, information management, and financial fraud prevention and protection.
• Conduct polished, professional, Treasury Management proposals with business and retail clients to present Treasury Management solutions that meet needs identified in the discovery process.
• Significantly impact deposit and non-interest income growth for markets within coverage area.
• Generate cross-sell opportunities and referrals by maintaining strong working relationships with other lines of business and market leaders.
• Work closely with market leaders and business/retail commercial bankers to influence the development of leads, make joint sales calls and follow up as required.
• Coordinate preparation of unsolicited proposals and assist bankers with presentations.
• Assist in the coordination of annual operational exposure review; assist bankers in the review process as required.
• Afford assistance with special projects as required.

Competencies

• Internal/External Sales
• Business Development
• Teamwork
• Interpersonal Communications
• Planning & Organizing
• Follow-up Discipline
• Pipeline Management
• Account Analysis

Qualifications, Education, And Certification Requirements

• Education: Bachelor’s degree in business, finance, marketing, or related fields; or equivalent experience.
• Experience: 1-5 years’ experience in Treasury Management Sales or relevant banking experience; Prior proven sales and marketing experience; Experience with and proficient technical knowledge of account analysis, Treasury Management products/services and online banking systems preferred; Possess knowledge of ACH rules and regulations; Possess knowledge of Regulations CC and D as well as the Community.
• Certifications/Specific Knowledge: Possess excellent communication, sales and public relations skills,; ability to organize work and meet deadlines; ability to communicate effectively both in training and sales presentations; ability to serve clients enthusiastically and tactfully; ability to promote teamwork within the company; ability to handle confidential information; ability to adjust to rapidly changing environment; ability to function harmoniously with clients, management and peers when working under pressure. Excellent written/oral communications skills; Sales and presentation skills.
• Training Requirements/Classes: Required annual compliance training, New Employee Orientation.

Physical Demands

• Must be able to effectively access and interpret information on computer screens, documents, and reports.
• This position requires a large amount of time in front of a computer.
• This can be done sitting or standing with use of the right desk.

Work Environment

• This position is located in a private office.
• Telecommuting roles no matter if hybrid or 100% full time telecommuting must have a secure home office environment that is free from background noise and distractions.
• Their must also have a reliable private internet connection that is not supplied by use of cellular data (hot spot).
• Cable or fiber connections are preferred.

Requirements are subject to change, as new systems and technology is delivered.

Travel

• Travel may be required to come to meetings as needed.

Work Location

25 Bull Street #100 Savannah, Georgia 31401

Equal Opportunity Employer, including disabled/veterans.