Treasury Sales Officer
FinanceInfos
Job Highlights Title: Treasury Sales Officer Type: Full Time Experience: Required Function: Treasury Location: Overland Park, KS, United States Company: Cornerstone Bank Company Profile Cornerstone Bank provides trusted financial services, including savings, loans, and digital banking, helping individuals and businesses grow securely and confidently. Job Profile The bank is hiring a Treasury Sales Officer who will develop and retain Treasury Services business/clients . Partner with our Commercial Bankers in a consultative sales role, meet annual sales goals and sales activity targets, and plan sales strategies to develop new business. Promote Cornerstone Bank as a unique resource for Treasury services. Education Level Bachelor’s Degree (BA) in business related field (preferred) Work Experience Treasury sales experience in a traditional bank required (including outside sales, new client deposit revenue goals) Minimum 2 years of experience 3 to 5 years of experience (preferred) Fiserv core system and Suntell document imaging/scanning system experience (a plus) Duties/Responsibilities Achieve sales targets and generate new business opportunities Acquire new clients and expand relationships with existing customers Analyze customer needs and recommend suitable banking solutions Communicate banking updates and changes that impact clients Complete assigned tasks accurately and within deadlines Develop strong client relationships through excellent customer service Execute regular sales calling programs Generate core deposits and treasury service revenue Maintain and manage a consistent sales pipeline Maintain strong knowledge of banking products, pricing, and sales strategies Manage the Treasury Services sales process Prepare and present client proposals Promote automated, efficient, and cost-effective banking services Represent the bank in community and civic organizations Skills/Knowledge/Abilities Complete a pre-employment background and credit screening Detail-oriented and able to work under pressure of deadlines Familiarity with financial software Proficient use and functional knowledge of Microsoft Office Suite (Excel, Word, PowerPoint Strong analytical skills required Strong verbal and written communication skills Working Conditions Frequent communication with staff and customers. Occasional movement to access files and office supplies. Occasionally lift items up to 25 pounds. Primarily sedentary work with sitting and moving around the bank. Regular use of hands, fingers, and computer equipment. Visual focus is required for reading and data entry. The work environment is generally quiet to moderately noisy. Benefits/Perks 401(k) retirement plan with company matching Company-paid life insurance and identity theft protection Competitive salary with bonus opportunities Comprehensive health, dental, and vision insurance with company contribution Fitness reimbursement program Flexible telecommuting days Paid Time Off (PTO) and paid holidays Paid volunteer program and employee assistance support Professional development opportunities Short-term and long-term disability coverage Employer’s Statement Cornerstone Bank is an Equal Opportunity Employer. #J-18808-Ljbffr FinanceInfos
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