SUMMARY/OBJECTIVES

Provide professional, consultative sales of Treasury Management solutions through the acquisition of new clients, expansion of current clients and the retention of existing relationships. Through collaborative sales activities and relationship building, enhance business / retail client relationships by providing specialized advice on Treasury Management solutions. Significantly influence client decisions to help businesses succeed though efficiency, automation, and maximum utilization of cash.

ESSENTIAL FUNCTIONS

• Maintain and continuously refine knowledge of Treasury Management products, services and pricing; application of products/services to business cash flow cycles; service setup procedures and documentation; and account analysis.
• Conduct polished, professional, needs-based discovery conversations with business and retail clients to identify potential Treasury Management opportunities.
• Provide technical advice to business and retail clients on financial supply chain optimization, information management, and financial fraud prevention and protection.
• Conduct polished, professional, Treasury Management proposals with business and retail clients to present Treasury Management solutions that meet needs identified in the discovery process.
• Significantly impact deposit and non-interest income growth for markets within coverage area.
• Generate cross-sell opportunities and referrals by maintaining strong working relationships with other lines of business and market leaders.
• Work closely with market leaders and business/retail commercial bankers to influence the development of leads, make joint sales calls and follow up as required.
• Conduct sales/product/process training with market bankers as required.
• Review Requests for Proposals (RFPs) and advise bankers on pricing, approach and development of formal proposals. Assist with presentation of proposals as required.
• Coordinate preparation of unsolicited proposals and assist bankers with presentations.
• Assist in the coordination of annual operational exposure review; assist bankers in the review process as required.
• Assist with special projects as required.

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

COMPETENCIES

• Internal/External Sales

• Business Development

• Teamwork

• Interpersonal Communications

• Planning & Organizing

• Follow-up Discipline

• Pipeline Management

Account Analysis

Qualifications, Education, and Certification Requirements

• Education: Bachelor’s degree in business, finance, marketing, or related fields; or equivalent experience

• Experience: 1-5 years’ experience in Treasury Management Sales or relevant banking experience; Prior proven sales and marketing experience; Experience with and proficient technical knowledge of account analysis, Treasury Management products/services and online banking systems preferred; Possess knowledge of ACH rules and regulations; Possess knowledge of Regulations CC and D as well as the Community.

• Certifications/Specific Knowledge: Possess excellent communication, sales and public relations skills,; ability to organize work and meet deadlines; ability to communicate effectively both in training and sales presentations; ability to serve clients enthusiastically and tactfully; ability to promote teamwork within the company; ability to handle confidential information; ability to adjust to rapidly changing environment; ability to function harmoniously with clients, management and peers when working under pressure. Excellent written/oral communications skills; Sales and presentation skills

TRAINING REQUIREMENTS/CLASSES

Required annual compliance training, New Employee Orientation

PHYSICAL DEMANDS

Must be able to effectively access and interpret information on computer screens, documents, and reports. This position requires a large amount of time in front of a computer. This can be done sitting or standing with use of the right desk.

WORK ENVIRONMENT

This position is located in a private office.

Telecommuting roles no matter if hybrid or 100% full time telecommuting must have a secure home office environment that is free from background noise and distractions. They must also have a reliable private internet connection that is not supplied by use of cellular data (hot spot). Cable or fiber connections are preferred. Requirements are subject to change, as new systems and technology is delivered.

TRAVEL

Travel may be required to come to meetings as needed.

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