Treasury Management Sales Officer - Parsippany, NJ

Responsibilities

• Outreach to existing and prospective commercial customers to develop new business, expand existing relationships, maintain positive customer relations, and ensure proper servicing of accounts.
• Build, develop, and maintain profitable deposit relationships with new and existing customers, including consulting at the customer’s place of business to understand their practices and discuss goals related to banking, cash flow, and treasury services.
• Identify treasury management product and service needs, develop and propose solutions to commercial customers, and facilitate on-boarding and implementation.
• Interface with all lines of business, including commercial and retail, to grow both non-interest income and core deposits from existing and prospective commercial customers.
• Develop and execute an effective sales strategy, implement a formalized calling plan, generate leads, and follow up on referrals.
• Analyze businesses’ cash flow, deposit relationships, and treasury needs to create custom treasury management services proposals and regularly meet with businesses for consultation and presentation.
• Support the Treasury Management Department’s mission and objectives, particularly in achieving individual and department sales and scorecard goals.
• Maintain a high level of product knowledge and procedural expertise of Treasury Management’s product line to maximize sales effectiveness and assist commercial customers with inquiries and requests.
• Represent the bank and actively participate in civic and community events that offer networking and promotional opportunities.
• Maintain regular contact with centers-of-influence to develop and expand a business referral network.
• Cross-sell other bank products and services and capitalize on opportunities to expand business, referring clients to other areas of the bank as needed.

Qualifications

• 5+ years of experience in a business development capacity focused on small business and commercial customers.