responsible for the development of new Treasury Management business
expansion of existing business relationships
delivery of the Treasury Management services to customers
assist with the design of new Treasury Management services and marketing programs
build strong partnerships with sales partners and Relationship Managers
manage all elements of Treasury Management sales cycle including business development, prospect qualification, needs analysis and close of sale
retain and grow customer portfolio with a program of service review, regular calling, and industry training
develop independent channels to prospect for new Treasury Management clients
complete calls independently or with appropriate partners on customers and prospects in the assigned territory
maintain current and comprehensive knowledge of Treasury Management products, services, industry trends, competitive environment and service issues
provide consultative expertise on the liquidity management cycle
provide industry and product training to internal and external audiences

8+ years of related experience in Treasury Management Sales or similar field
Bachelor's degree or equivalent experience required
Advanced knowledge of general banking operations, including deposit operations, loan administration, treasury management and/or other commercial banking products and services
Advanced knowledge of applicable regulatory and legal compliance obligations, rules and regulations, industry standards and practices
Experience in developing new business with a focus on companies with revenue of $50 million to Fortune 500 preferred
Ability to cultivate COIs that refer business and cultivate long term client retention
Proven ability to cross sell and negotiate complex solutions consultative approach
Intermediate speaking and writing communication skills
Certified Treasury Professional preferred
Occasional travel required

Treasury Management Sales Officer II

Key skills