Treasury Sales Officer
About the Role
The Treasury Sales Officer promotes, solicits, and provides treasury management products and services to commercial and small business customers and prospective clients. This role is responsible for growing business with existing customers and prospects directly via external sales and marketing efforts to achieve annual sales and scorecard objectives.
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.
- Work closely with commercial and branch staff to build awareness of United Bank Treasury and Purchasing Card capabilities.
- Conduct training for customers utilizing internet banking and related modules, including on-site installation of remote deposit as needed.
- Interface with all lines of business 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 develop custom treasury management services proposals and meet with businesses for consultation and presentation.
- Support the Treasury Management Department’s mission and objectives, particularly regarding 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 customers with inquiries.
- Represent the bank and actively participate in civic and community events for 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.
- Respond to banking services Requests for Proposal (RFPs).
Qualifications
- High School diploma required; Bachelor’s degree highly desired.
- Minimum of six (6) years of working banking experience required, preferably in Treasury Management or Retail Customer contact roles.
- Prior experience in a business development role is a plus.
- Proficiency in Microsoft Office Products required.
- Demonstrated ability to learn and understand the Bank’s product lines and services and stay current on them.
- Strong verbal and written communication skills.
- Excellent presentation and problem-solving skills.
- Demonstrated excellent listening skills.
- Ability to work independently and in a team environment.
- Ability to travel up to 50% within the assigned region/state.
Key Competencies
- Business Development
- Relationship Management
- Self-starter with strong problem-solving skills.
Essential Functions
- Sitting and standing for extended periods as required.
- Ability to efficiently operate a computer keyboard, mouse, and other computer components.
- Ability to converse and exchange information with all levels of staff within the organization.
- Ability to observe, perceive, identify, and translate data.
- Ability to travel via air, rail, automobile, and/or bus.
Pay
In Richmond, VA, the expected base pay salary range for this role is $78,182 - $136,818. Placement within the range will be determined on an individualized basis commensurate with experience and skills and is only one part of the total compensation package. Your base salary may be subject to an annual merit increase based on performance.
Benefits
United Bank offers professional and personal development opportunities, including career advancement, job and industry training, wellness initiatives, mentoring, and leadership programs. A list of eligible benefits for this position can be found here.