VP & Treasury Management Sales Officer - Treasury Management

ESSENTIAL DUTIES AND RESPONSIBILITIES

• Contacts prospective commercial customers in order to develop new treasury management business.
• Mets periodically via phone, online meetings or on site with existing and prospective customers to ensure proper servicing of accounts and to expand existing business relationships.
• Prepares sales presentations, explains services offered, and recommends those services which would be of value to the customer.
• Mets assigned goals as established annually for fee income or deposit generation.
• Ensures other company officers are aware of the company's treasury management sales activities and assists in promoting the company's treasury management sales program; works in conjunction with Commercial officers to promote the company's treasury management program.
• Aids in the design and proper installation of treasury management services.
• Aids in the development of new services, modification of existing services, development of marketing strategy and establishment of sales objectives.
• Works with TM support team to ensure accurate and proper billing through account analysis system.
• Establishes proper legal documentation for all Treasury Management products.
• In conjunction with Treasury Management Support and Onboarding, may assist in training and developing all commercial team members on Treasury Management products and pricing.
• Solves complex customer issues and communicates with clients and/or the appropriate commercial banking professionals.
• Ensures the safety and soundness of TM functions or customer activity based upon the bank's risk management policy and procedures.

Other Requirements

• Banking is a highly regulated industry and you will be expected to acquire and maintain a proficiency in the Bank's policies and procedures, and adhere to all laws, rules and regulations that are applicable to your conduct and the work you will be performing.
• You will also be expected to complete all assigned compliance training in a timely manner.
• Dedicated to meeting the expectations and requirements of internal and external customers.
• Communicates with the client to establish and maintain effective relationships with clients.
• Able to interact effectively across all levels of the organization, including senior management, commercial lending and branch network, and other departments.
• Able to accurately follow instructions, multi-task, listen attentively.
• Detail oriented with good organizational skills.
• Able to work independently.
• Able to prioritize and meet deadlines.
• Excellent verbal, written and presentation skills.
• Able to identify, define, analyze and solve problems.
• Follows through with problem until resolved.
• Team player with a positive outlook.

Education and Experience

• 4 year degree and/or four years of related banking experience or equivalent combination of both.
• Minimum of four years of experience in either Retail or Commercial Banking required, with outside sales calling goals is preferred.
• Strong knowledge of payment systems, depository products, and operational delivery required.