Treasury Sales Officer

Treasury Sales Officer

Overview:

This position promotes and sells Treasury Management Services products and services to generate non-interest fee income for the Bank. Responsible for new client acquisition and expansion of existing relationships. Determines client needs to prepare and deliver formal proposals, soliciting Treasury Services and other depository services. Serves as secondary relationship officer for smaller commercial clients, assisting in prospect opportunities and wider sales initiatives.

Responsibilities:

• Sales - Determines profitability of existing and prospective banking relationships, and directs sales efforts accordingly. Participates in pre-bid conferences, fact-gathering analysis, and follow-up calls to identify client needs and solicit new revenue.
• Proposal Development - Prepares and presents formal written proposals for corporate and nonprofit bank relationships based on needs gathering.
• Service & Support - Coordinates, supervises, and implements the setup of sales closings. Serves as ongoing secondary relationship contact for smaller entities, assisting with inquiries, sales, and other general support.
• Product Specialist - Educates business and commercial relationship managers on the Treasury Services concepts, products, features, and benefits.

Qualifications:

Bachelor's Degree and 4 years of experience in Commercial Banking or Commercial Sales OR High School Diploma or GED and 8 years of experience in Commercial Banking or Commercial Sales

Preferred Qualifications

License or Certification Type: CTP (Certified Treasury Professional) Certification

Experience in Treasury Sales

Skill(s): Ability to travel