Treasury Management Sales Officer

Treasury Management Sales Officer

Responsible for Treasury Management sales activities, including the development of new Treasury Management relationships, cross sell to existing Treasury Management relationships and the ongoing consultative support and retention for Treasury Management clients.

Essential Duties and Responsibilities :

• Work under the direction of the Treasury Management Sales Manager to achieve market sales objectives for new Treasury Management business.
• Attend Relationship Manager sales meetings regularly and serve as key product partner for relationship managers for new treasury management sales, and joint calls on clients for cross sell and client retention and prospects as needed.
• Build general knowledge of Treasury Management products, services, industry trends, and competitive environment.
• Ongoing development of professional and technical skills related to the Treasury Management product set and consultative sales skills.
• Conduct regular Treasury Management training sessions and product updates for relationship managers and client support personnel.
• Regularly manage and update sales activities and pipeline in Banker Sales Environment (BSE) and provides complete and timely information to Sales Associate (SA) / Implementation Specialist (IS) to insure accurate product fulfillment.
• Performs all other duties as assigned

Supervisory Responsibilities :

1. No supervisory responsibilities

Qualifications :

To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. Additionally, the qualifications listed below are representative of the knowledge, skills, and / or abilities required in this position :

1. Bachelor (4-year college) degree and 3-4 years of experience or equivalent combination of education and experience

Computer and Office Equipment Skills :

1. Microsoft Office suite

Certificates, Licenses, Registrations (Ex : CPA, Series 6 or 7 license, etc) : None required

Benefit Highlights :

Medical with wellness incentives, dental, and vision

HSA with company match

Maternity and parental leave

Tuition reimbursement

Mentor program

401(k) with 6% match

Equal Opportunity Employer / Protected Veterans / Individuals with Disabilities