Senior Treasury Management Sales Officer

Senior Treasury Management Sales Officer The Treasury Management Sales Officer, supports the Relationship Management team throughout the sales cycle and providing treasury solutions to both prospects and existing clients by preparing proposals and implementing products and/or services. This person will be assigned a book of clients from the corporate and/or personal banking group and will be responsible for meeting or exceeding assigned sales and retention goals. Responsible for capturing and analyzing internal client data and external 3rd party data to help improve revenue generation, and to help improve operational performance through data analysis Responsibilities Treasury Management functions: Generates new Treasury Management revenue sources. Responsible for meeting or exceeding assigned sales and retention goals. Resolves treasury management operational problems requiring identification of cause and implementation of corrective action with Treasury Management staff or other departments. Focus on growth and expansion of existing relationships by identifying and cross selling our treasury solutions while building and executing a strong sales pipeline Identify client’s transactional behaviors and elevate with Relationship Managers to work in conjunction with them to enhance business relations Identify and contact clients to migrate from physical wire transfers to electronic wire transfers Schedule and perform regular client interactions building direct relationships, conducting transactional reviews, and proactively identifying new opportunities Acts as a consultant to prospects, clients, and officers to develop and implement Treasury Management systems. Prepares and negotiates complex Treasury Management service proposals. Independently completes agreements and correspondence with clients Organizes and conducts training sessions for calling clients. Participates in the development of marketing and training materials Develops and maintains an in-depth understanding of the Treasury Management products offered by the Bank and the processes for delivering these services. Possess strong communication and interpersonal skills and appropriate financial acumen to interact and influence people internally and externally by use of verbal and written communication and through strong presentation skills Works with the Treasury Management Sales Team on various tasks, including but not limited to: Maintaining the department’s pitch book updated Updating and executing Treasury Management pipeline Generating and analyzing monthly and one-off reporting Preparing and managing relationship reviews Generate and execute Treasury Management sales opportunities Supports the identification, and creation of opportunities to grow in revenues through cross selling and leads generation for Treasury Management products Conducts client analysis and generates proposals Leads and supports the implementation of existing and/or new products and services for clients Analyzes, identifies and assesses data attributes; develops recommendations and processes to improve operational performance ensuring adherence to department policies and procedures, including, but not limited to pricing and cost study analysis Takes ownership and deliver timely resolution of client issues Utilizes a working knowledge of the various Treasury Management products and solutions provided by the bank to originate and participate in marketing efforts Trains bank officers and clients with regards to department products Qualifications Minimum five years of relevant experience in treasury management. Bachelor's degree in related fields or equivalent of 5 years of experience in treasury management. #J-18808-Ljbffr ReKruiting Advisors LLC.