Treasury Solutions Officer

Job Title

Responsibilities include but are not limited to:

• Work as a trusted advisor with all business clients, Homeowners Associations and Property Management Companies to deliver a tailored suite of services.
• Demonstrate ability to assess client needs, possess strong advisory skills, and ability to identify solutions to meet client needs. Communicate client needs to support partners as appropriate.
• Partner closely with client-facing teammates to consult on sales opportunities and provide the product expertise necessary to deliver the best possible solution to the client.
• Ensure client satisfaction by understanding needs of all business clients, Homeowners Association and Property Management Company's needs and being their advocate at the bank.
• Manage overall client satisfaction with regards to Cash Management/Treasury Solutions product/services.
• Assist management in the development of new products and services, marketing materials, and the establishment of sales objectives.
• Use Consultative Selling techniques with clients - prospects in determining what product sets and features best suit the client/prospect requirements.
• Analyze account activity and balances for proposals, generate proposals, present to business clients, HOA Board and Property Management Company, and closes sale.
• Obtain the required service agreements for requested product sets and account documentation.
• Manage the implementation process along with Cash Management/Treasury Solutions Operations.
• Support the Retail Bank's efforts in analyzing deposit relationships with both existing and prospective relationships.
• Traveling: visiting clients and/or prospects 75% of the time
• Attend assigned District Sales Manager meetings on at least a monthly basis.
• Follow-up on all Sales calls.
• Work with Territory Sales Managers, District Sales Managers and Commercial Lenders in identifying cash management/treasury solutions opportunities with both existing client base and prospect client base.
• Support the Commercial Bank's efforts in analyzing deposit relationships with both existing and prospective relationship.
• Attend assigned Commercial Bank Team's monthly meetings.
• Follow-up on all Sales calls.
• Work with Relationship Managers in identifying cash management/treasury solutions opportunities with both existing client base and prospect client base.
• Responsible for a defined number of Retail Bank Sales Districts and Commercial Bank Sales Territories, which might differ from each other.
• Attend various conferences, conventions, educational and networking events.
• Become an active member in CAI or similar HOA/PMC Organizations.
• Assist the efforts in the development of new cash management/treasury solutions product set and enhancements to existing product sets.
• Act/assist as the liaison between the Bank and various vendors of cash management/treasury solutions services.
• Create monthly sales reports reflecting pipeline of sales activities, new product sets sold, and lost business.

Required Skills:

• Must have the skill to review and analyze bank statements and apply the results to specific product sets.
• Excellent communication, presentation with a trusted advisor approach, interpersonal and organizational skills.
• Proficient knowledge of Excel - PowerPoint for proposal generation.
• Broad and deep familiarity with US treasury management products, services and trends.
• Superior sales and service abilities; Ability to assess client needs and provide solutions.
• Thorough knowledge of all of the various Cash Management product sets and their applications, as well as knowledge of regulatory requirements.

Required Experience:

• High School diploma or GED and a minimum of 7 years' experience in Treasury Solutions Sales.
• Valid Driver's License.
• Bachelor's Degree in a business-related field (Business, Accounting, Finance, etc) with a minimum of 7 years' experience in Treasury Solutions Sales preferred.
• AAFP certification preferred.