Treasury Management Sales Officer, Cleveland

About the role

Join our innovative team as a Treasury Management Sales Officer, where you will have the unique opportunity to self-source new relationships while delivering treasury solutions to businesses of all sizes. This role will be at the forefront of transforming how businesses manage their finances.

Responsibilities

• Leverage your industry connections and prospecting skills to identify and engage potential clients, showcasing our comprehensive suite of treasury management products and services.
• Build and nurture relationships to establish trust and credibility in the marketplace, becoming a valued partner in your clients’ financial success.
• Develop and execute a strategic sales plan that aligns both your goals and the broader objectives of the organization.
• Explore new business opportunities while collaborating with our dedicated teams to ensure seamless implementation and exceptional client service.

Requirements

• High School Diploma/GED required. Bachelor’s degree preferred.
• Three (3) years of sales experience in banking with demonstrated working knowledge of Treasury Management products.
• A proven track record in sales, ideally within treasury management or financial services, with experience in self-sourcing new relationships.
• Strong communication skills, both oral and written.
• Ability to work independently and exercise good judgment.
• Ability to focus on the client/prospect; uncover and meet underlying needs, follow through on questions, requests and concerns; approaches each interaction as an opportunity.
• Proficient in MS Office.
• Knowledge of banking systems and branch operations.
• A valid driver’s license and access to a reliable vehicle.

Qualifications

• Education and Experience Requirements: High School Diploma/GED required. Bachelor’s degree preferred. Three (3) years of sales experience in banking with demonstrated working knowledge of Treasury Management products. Must have a proven track record in sales, ideally within treasury management or financial services, with experience in self-sourcing new relationships. Must have strong communication skills, both oral and written. Ability to work independently and exercise good judgment. Ability to focus on the client/prospect; uncover and meet underlying needs, follow through on questions, requests and concerns; approaches each interaction as an opportunity. Proficient in MS Office. Knowledge of banking systems and branch operations. A valid driver’s license and access to a reliable vehicle.

Skills

• Networking and prospecting skills.
• Relationship building and trust establishment.
• Strategic planning and execution.
• Client service and issue resolution.
• Collaboration with internal partners.

Benefits

• Compensation: $85,000 - $96,200

Pay

• $85,000 - $96,200

Schedule

• Not specified