Treasury Management Sales Officer

Position Overview

Treasury Management salesperson will provide consultation and expertise to prospects and clients in various lines of business, such as Middle Market, Business Banking and/or a Specialty Team. Salesperson must adapt to change in technology and digital product enhancements while working closely with the banking teams within a growing portfolio. Time management and strong organizational skills are a must, as you will need to balance client-facing and internal meetings under compressed timelines. Salesperson should have an outgoing personality with strong salesmanship, emphasizing the value of our products to the client’s operation and business needs.

What You’ll Do

• Selling in person/virtually and leading client transitions: Sales presentations must be customized based on the company, overall banking needs and recommending end-to-end treasury solutions. Facilitate deal stage movement with product and implementation until sale is closed and company has successfully transitioned.
• Responding to RFPs (limited), Proposal Creation & Client Reviews: Analyze existing services at competing bank to determine usage patterns. Design product group and customize pricing to meet current needs. Recommend additional treasury products and services as well as account structures based on efficiency, cost, fraud protection, automation and ease of use. Create customized presentation and detailed RFP responses for each prospect and client based on overall analysis.
• Product Management & Portfolio Maintenance: Work with various product partners across the bank to learn the inter-workings of treasury solutions. Assist in complex customer service issues including discovery, research escalation and resolution.
• Sales Pipeline Management (CRM): Maintain accurate portfolio planning and tracking for revenue forecasting and goal measurement.
• Special Projects: This may include portfolio wide product usage analysis; identifying, notifying, and implementing product upgrades; researching customers affected by a product or service change; analyzing the impact of a regulatory change. Arises frequently as needed.

Qualifications

• Experience: 5-7 years.
• Bachelor’s degree or equivalent.
• Experience in commercial banking, specifically treasury management.
• Previous sales experience a must.
• Ability to work independently, while establishing strong working relationships with bank partners.
• Ability to adapt to technology changes and knowledge of information systems.
• Strong organization skills with high attention to detail.
• Strong verbal and written communication skills are required.
• Ability to handle sensitive customer information and issues with tact and discretion.