Treasury Management Sales Officer

Support Relationship Officers in the task of identifying new Treasury Management revenue sources and supporting the retention of existing clients.

Responsible for meeting or exceeding assigned sales and retention goals. Sells Treasury Management Services, provides company analysis, and technical support in the Treasury Management department.

May participate in the supervision of Treasury Management Coordinators.

Meets or exceeds individual sales and retention goals adhering to corporate, legal, and regulatory policies, guidelines, and requirements regarding compliance.

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• Independently expands existing relationships and solicits new business through client referrals and cold calling efforts to meet or exceed the Bank's strategic goals.
• Generates new Treasury Management revenue sources.
• Resolves treasury management operational problems requiring identification of cause and implementation of corrective action with Treasury Management staff or other departments.
• Conducts on-site sales and service meetings with complex Treasury Management clients for identification and integration of multiple services.
• Acts as a consultant to prospects, clients, and officers to develop and implement Treasury Management systems.
• Prepares and negotiates complex Treasury Management service proposals.
• Independently completes agreements and correspondence with clients.
• Organizes and conducts training sessions for calling clients.
• Participates in the development of marketing and training materials.
• Develops and maintains an in-depth understanding of the Treasury Management products offered by the Bank and the processes for delivering these services.

Treasury Management Sales Officer

Job ID

2024-5032

Category

Orlando / Tampa

Type

Full-Time

Workplace policy

Full Time In Office

Overview

Support Relationship Officers in the task of identifying new Treasury Management revenue sources and supporting the retention of existing clients.

Responsible for meeting or exceeding assigned sales and retention goals. Sells Treasury Management Services, provides company analysis, and technical support in the Treasury Management department.

May participate in the supervision of Treasury Management Coordinators.

Principal Duties & Responsibilities :

• Meets or exceeds individual sales and retention goals adhering to corporate, legal, and regulatory policies, guidelines, and requirements regarding compliance.
• Independently expands existing relationships and solicits new business through client referrals and cold calling efforts to meet or exceed the Bank's strategic goals.
• Generates new Treasury Management revenue sources.
• Resolves treasury management operational problems requiring identification of cause and implementation of corrective action with Treasury Management staff or other departments.
• Conducts on-site sales and service meetings with complex Treasury Management clients for identification and integration of multiple services.
• Acts as a consultant to prospects, clients, and officers to develop and implement Treasury Management systems.
• Prepares and negotiates complex Treasury Management service proposals.
• Independently completes agreements and correspondence with clients.
• Organizes and conducts training sessions for calling clients.
• Participates in the development of marketing and training materials.
• Develops and maintains an in-depth understanding of the Treasury Management products offered by the Bank and the processes for delivering these services.

Qualifications

• Minimum 2 years experience in sales of treasury management products within financial services industry.
• Minimum 2 years of product knowledge, sales processes, and vendor interaction. Required
• Knowledge of Treasury Management products and solutions.
• Influencing - Subject Matter Expertise - Technical knowledge of products and ability to effectively influence obtaining agreement with recommendations.
• Conceptual Thinking - Identifies the critical and interdependencies among system elements that impact products and performance.
• Must be an ambitious, highly motivated, self starter with the ability to meet or exceed established sales goals.
• A strong understanding and experience with the corporate selling process are a must.
• Proven track record of supporting the growth of client relationships.
• Excellent organizational, analytical and interpersonal skills.
• Strong problem-solving, negotiation and follow-up skills.
• Strong verbal and written communication skills.
• Working knowledge of Microsoft Excel, PowerPoint, and Word.

Education

Bachelor's Degree in Business, Finance, or Accounting.

Special Instructions to Candidates

• Equal Opportunity Employer / Protected Veterans / Individuals with Disabilities.
• Please view Equal Employment Opportunity Posters provided by OFCCP here.
• The contractor will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant.

However, employees who have access to the compensation information of other employees or applicants as a part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by the employer, or (c) consistent with the contractor's legal duty to furnish information. 41 CFR 60-1.35(c)

Reasonable accommodation may be made to assist individuals with disabilities to complete the online application process.

Please contact our Human Resources Department at 305-577-7680 or by e-mail at [email protected].

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