Treasury Managment Sales Officer

Job Description * Identify and pursue new business opportunities to expand the Treasury Management client portfolio

• Build and maintain relationships with internal partners, Commercial Lenders, and Branch Managers, to generate leads and referrals
• Conduct thorough client needs assessments to propose tailored treasury solutions
• Serve as the primary contact for Treasury Management clients, ensuring satisfaction and long-term engagement
• Conduct regular relationship reviews to assess the effectiveness of current solutions and recommend enhancements as needed
• Proactively resolve client issues and provide consultative support on treasury products and services
• Maintain deep expertise in Treasury Management products such as ACH, wire transfers, positive pay, remote deposit capture, merchant services, and account analysis
• Develop and deliver effective sales presentations and proposals
• Collaborate with the implementation team to ensure seamless onboarding of new clients
• Ensure adherence to all bank policies, procedures and regulatory requirements
• Mitigate risk by ensuring appropriate documentation, account set up, and compliance with fraud prevention measures
• Track and report sales activities, pipeline progress, and revenue generation to meet or exceed established targets
• Provide management with regular updates on market trends, competitive landscape and client feedback
• Regular and predictable attendance and punctuality

Physical Requirements

• Must be able to remain in a sitting stationary position for extended periods of time
• Constantly operate a computer and other office machinery
• Regular travel to client locations within assigned markets
• Occasional evening and weekend hours may be required due to business need
• Ability to lift up to 25 pounds