Treasury Management Officer NEW

Job Function

Develops and retains Treasury Management business for assigned territory and/or customer base. Partners with assigned Retail branches, Commercial Relationship Managers and Business Bankers in a consultative sales role. Meets annual sales goals and sales activity targets by developing sales plans. Develops and executes regular calling programs and analyzes customer needs. Develops and maintains a strong knowledge of products, pricing strategies, technical tools, and sales strategies to maximize effectiveness.

Job Responsibilities

Works independently and in partnership with Retail branches, Commercial Relationship Managers and Business Bankers to develop new profitable business from prospective clients, developing while executing

Assists with the development and execution of strategic sales plans.

Identifies potential new business opportunities for Treasury Management and provides appropriate solution(s).

Deepens and grows existing Commercial relationships through Treasury Management products.

Understands the clients’ business environments, strategies, and industry to better determine their requirements.

Understands the competitions’ capabilities and gaps, and how to position the banks Treasury Management services against them.

Promotes sales through frequent client meetings and discussions covering new products, market and industry developments.

Creates proposals for customers and manages the entire Treasury Management sales process.

Develops in-depth client knowledge and shares it with the Commercial Lenders for both new business development and management of client risk.

Generates cross-sell opportunities by maintaining strong working relationships with other lines of business.

Ensures that own work is in compliance with all applicable laws, regulations, policies and guidelines.

Performs all other duties as assigned.

Education and Related Experience

• Bachelors degree in Accounting/Finance or related field preferred.
• 3+ years of cash management, sales and relationship management experience required.

Skills and Abilities

• Strong working relationships with clients and colleagues
• Ability to generate ideas, identify and drive the development of new business
• Demonstrates excellent/strong selling and negotiation skills
• Demonstrates excellent/strong verbal and written communication skills
• Possesses strong industry/market expertise
• Demonstrates strong time management, organizational and planning skills
• Possesses strategic thinking skills
• Has the ability to mobilize internal and external networks and resources
• Ability to use various PC and Internet-based systems to manage their business portfolio

Working Conditions and/or Physical Requirements

• Ability to work under stress and meet deadlines.
• Ability to operate a keyboard if required performing the essential job functions.
• Ability to read and interpret a document.
• Ability to travel if required to perform the essential job functions.
• Ability to lift/move/carry approximately 20 pounds if required to perform the essential job functions. If the employee is unable to lift/move/carry this weight and can be accommodated without causing the department an undue hardship then the employee must be accommodated; hence, omitting lifting as a physical requirement.