Treasury Sales Officer

M

MRISpokane

Treasury Sales Officer

Sacramento, CA
Full Time
Paid
  • Responsibilities

    Location: Walnut Creek or Sacramento CA

    Job Type

    Full-time

     

    Description

     

    JOB SUMMARY:

    The position of Treasury Sales Officer (TSO) is responsible for the development of new Treasury Management business, the expansion of existing business relationships and the delivery of Treasury Management services to new and existing customers. This includes the development of new profitable Treasury management relationships and the ongoing consultative support for TM clients. The TSO prepares sales presentations, explains services offered, and recommends services which would benefit clients. This person proactively works with Relationship Managers as well as Branch Banking Personnel to coordinate the sales strategies to support revenue growth and business development efforts. Development of business through calling on all ranges of businesses. May assist with the design of new services and the development of marketing programs.

     

    ESSENTIAL DUTIES AND RESPONSIBILITIES:

    • Manage all elements of the Treasury Management sales cycle including business development, prospect qualification, needs analysis and close of sale.
    • Develop independent channels to prospect for new Treasury Management clients. Manages the process to maintain a pipeline of potential targets. Uses Consultative and Strategic Sales skills to turn prospects into clients. Includes appropriate sales partners.
    • Call independently or with Business Development Officers on customers and prospects in the assigned territory with a focus on those with extensive, complex and/or multi-national treasury management requirements.
    • Design customer-centric treasury management solutions and provides consultative expertise on the liquidity management cycle.
    • Develop treasury management sales proposals and pricing proformas for prospective and existing clients to further develop and strengthen business relationships.
    • Retain and grows customer portfolio with a program of service review, regular calling and industry training. Conduct annual cash management reviews for top-tier commercial clients.
    • Analyze bank and account analysis statements and perform cash flow analysis.
    • Support of other bank officers with customers, prospecting, proposals, and referrals
    • Serve as the internal Bank expert for treasury management products and services, delivers internal cash management presentations, and actively participate in sales meetings.
    • Work closely with commercial lenders and retail staff in the understanding of treasury management products along with the calling efforts to commercial customers as it is related to Treasury Management products and services.
    • Prepare contracts and implementation documentation, in accordance with all account opening, account ownership verification and cash management services set-up processes; reviews and checks documents for completeness, accuracy and conformance with applicable rules/regulations and procedural requirements.
    • Attain and exceed sales goals as assigned.
    • Assist Treasury Implementation Team with customer setups, implementations, and/or training as needed.

     

    Requirements

     

    REQUIRED SKILLS AND ABILITIES:

    • Advanced computer skills required, including Excel, Word, PowerPoint
    • Ability to learn new and business software
    • Outstanding interpersonal skills.
    • Demonstrate analytical skills-ability to use thinking and reasoning to solve a problem
    • Possess effective communication skills and written communication skills including good presentation and partnering skills and the ability to deal with complex commercial clients.
    • Effective time management and organizational skills.
    • Attention to detail and follow through.
    • Ability to develop marketing and business development skills with customers.
    • Ability to interact with coworkers, follow directions and accept constructive feedback.
    • Intermediate knowledge of related state and federal banking compliance regulations, and other Bank operational policies.
    • Extensive knowledge in all facets of Treasury Management to include thorough understanding of the computer Treasury Management software.

    Education/Licenses/Work Experience

    • Bachelor's Degree in Marketing, Business, or Accounting preferred or equivalent combination of education and experience.
    • Minimum of 3 to 5 years’ experience in Treasury Management Sales or Retail Sales
    • Work related experience must consist of Treasury Management services including implementation, product knowledge, in-depth specialty software knowledge, and experience in the financial services industry.
    • Certified Treasury Professional (CTP) or Certified Cash Manager (CCM) designation preferred

    Work Environment

    • Standard office environment with a moderate noise level.

    Physical Demands

    The work environment characteristics and physical requirements described here are representative of those of which an employee in this position encounters while performing the essential functions of this position. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

    • Prolonged periods sitting at a desk and working on a computer.
    • Remain in a stationary position for sustained periods of time.
    • Occasionally move about inside the office to access file cabinets and/or other office machinery.
    • Occasionally required to raise objects up to 25 pounds from a lower to a higher position, move objects horizontally from position to-position with, and/or to bend body downward and forward, and/or extending hands and/or arms in any direction to access files and/or other office machinery.
    • Consistent use of a computer and/or other office machinery is required, such as a keyboard, calculator, copy machine, scan machine, and/or computer printer.
    • Making substantial and repetitive movements (motions) of the wrists, hands, and/or fingers.
    • Close visual acuity is required to perform activities including, but not limited to, preparing and analyzing data and figures, transcribing, viewing a computer terminal, and/or extensive reading.
    • Regularly required to communicate verbally employees, clients, and vendors.

    Equal Opportunity Employer Minorities/Women/Protected Veterans/Disabled

     

    Pay Range: $140,000.00 to $150,000.00 annually. Pay range may vary based on skills, experience, and location.

     

    Salary Description

    $140,000 to $150,000

  • Compensation
    $140,000-$150,000 per year