Treasury Solutions Officer I

Responsibilities

• Use consultative selling techniques with clients and prospects to determine which product sets and features best suit their requirements.
• Analyze account activity and balances to generate proposals, present them to clients/prospects, and close sales.
• Obtain required service agreements and account documentation for requested product sets.
• Manage the implementation process alongside Cash Management/Treasury Solutions Operations.
• Ensure overall client satisfaction with Cash Management/Treasury Solutions products and services.
• Support the Retail Bank’s efforts in analyzing deposit relationships with existing and prospective clients.
• Attend assigned District Sales Manager meetings at least monthly.
• Follow up on all sales calls.
• Collaborate with Territory Sales Managers, District Sales Managers, and Commercial Lenders to identify cash management/treasury solutions opportunities within the existing client base and prospects.
• Support the Commercial Bank’s efforts in analyzing deposit relationships with existing and prospective clients.
• Attend assigned Commercial Bank Team’s monthly meetings.
• Create monthly sales reports reflecting the pipeline of sales activities, new product sets sold, and lost business.
• Responsible for a defined number of Retail Bank Sales Districts and Commercial Bank Sales Territories.

Requirements

• High School Diploma or GED.
• Minimum of two (2) years of Cash Management or related sales experience.
• Valid Driver’s License.

Qualifications

• Good verbal and written communication skills.
• Ability to review and analyze bank statements and apply findings to specific product sets.
• Proficient in Excel and PowerPoint for proposal generation.
• Superior sales and service abilities.
• Bachelor’s Degree preferred.
• General banking knowledge preferred.
• AAFP certification preferred.