Treasury Management Sales Officer

About This Role

Provide consultation and expertise to treasury management prospects and clients in various lines of business. Adapt to evolving technology and digital product enhancements while maintaining strong relationships within a growing portfolio.

Responsibilities

• Provide consultation and expertise to treasury management prospects and clients
• Adapt to changes in technology and digital product enhancements
• Balance client-facing and internal meetings under compressed timelines
• Sell TM solutions across the entire portfolio, focusing on prospective clients
• Conduct industry research, cost analysis, and proposal creation
• Deepen and increase existing market relationships via cross-sales and account reviews
• Sell in person/virtually and lead client transitions
• Respond to RFPs, create proposals, and conduct client reviews
• Work with product partners to understand treasury solutions
• Assist in complex customer service issues including discovery, research, escalation, and resolution

Requirements

• 5-7 years experience
• Bachelor's degree or equivalent
• Experience in commercial banking, specifically treasury management
• Previous sales experience
• Ability to work independently
• Ability to establish strong working relationships with bank partners
• Adapt to technology changes and knowledge of information systems
• Strong organization skills with high attention to detail
• Strong verbal and written communication skills
• Ability to handle sensitive customer information and issues with tact and discretion

Qualifications

• Bachelor’s degree or equivalent
• 5-7 years of experience

Benefits