Treasury Management Business Development Sales Officer

Job Summary

A successful Treasury Management Business Development Sales Officer will understand and consult on a client’s cash flow cycle, developing treasury management and deposit solutions to meet the client’s needs.   This position will independently self-source business through cultivating business networks and direct calling activity on prospective clients.  The incumbent will develop a sales plan for the territory and key prospects, execute calling strategies, and analyze the market and client need.  

Key Responsibilities / Essential Functions

Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.


* Use consultative skills and strategies to provide prospects and clients with appropriate Deposit and Treasury Management products and services based on need. 


* Collaborate with Commercial Relationship Managers, Business Bankers, and Retail to support and develop new treasury management client relationships. 


* Source new deposit growth independently.


* Determine profitability of existing and prospective banking relationships and direct sales efforts accordingly. 


* Lead the treasury team and appropriate stakeholders  in pre-call activities through implementation to grow non-interest income.


* Prepare and present proposals to prospects based on a thorough understanding of a client’s workflows and financial plans.


* Coordinate and oversee the implementation of TM solutions.


* Partner with internal resources to best serve the client’s needs outside of treasury management and deposits.


* Serve as a primary relationship contact for Deposit and  Treasury Management business clients.


* Maintain awareness of market conditions and provide current information on industry trends that are impactful to clients. 


* Make on-site client visits as needed. 


* Maintain confidentiality and security of sensitive information.


* Adhere to al corporate policies and procedures, Federal and State regulations, and laws.


* Complete all mandatory annual compliance training. 


* Follow regulatory requirements including those pertaining to the Bank Secrecy Act (BSA), Anti-Money Laundering (AML), Customer Identification Program (CIP), and OFAC to assist in the identification, detection, and determent of money laundering and other unlawful activities, as well as regulations pertaining to lending and consumer compliance to include fair lending laws. 


* Perform other duties and special projects as assigned. 

Job Requirements

Education:


* High school diploma or equivalent.

Required:


* 5+ years of experience in one or a combination of the following required: sales, business development, and/or treasury management.


* Excellent client facing presentation, written, verbal and/or virtual communication, and interpersonal skills.


* Substantial analytical skills and ability to assimilate complex info...