VP Treasury Management Sales Officer

Primary Position Objective:

The Treasury Management Sales Officer is responsible for driving business growth through the sale of depository and Treasury Management products and services. This role is critical to expanding the bank's client base, growing deposit portfolios, and generating revenue by actively developing new relationships with both existing and prospective business clients. Through a proactive sales approach, the Treasury Management Sales Officer will play a key role in achieving individual, departmental, and bank-wide goals in alignment with overall growth strategies.

Key Responsibilities:

1. Lead New Business Development: Identify and engage prospective business clients, building a pipeline of new depository and Treasury Management opportunities through proactive outreach and relationship building.
2. Sales Growth: Maximize sales of Treasury Management products by collaborating closely with Business Bankers, effectively cross-selling products, and identifying new revenue streams. Meet and exceed set deposit and fee income targets.
3. Collaborative Sales Efforts: Participate in joint calls with Business Bankers and other internal teams to uncover new sales opportunities and ensure alignment of business goals.
4. Client Relationship Expansion: Cultivate existing client relationships by proactively meeting with business clients to offer additional Treasury Management services, ensuring high client satisfaction, and driving portfolio growth.
5. Solution Selling: Respond to client RFPs, assess client needs, recommend appropriate Treasury Management strategies, and negotiate competitive pricing to enhance profitability.
6. Sales Presentations: Develop and deliver compelling sales presentations and proposals that effectively communicate the value of Treasury Management services to business clients.
7. Internal Partnerships: Collaborate with Business Bankers, Retail Managers, and other internal staff to promote Treasury Management products and maintain high awareness of sales activities.
8. Customer Onboarding: Lead the onboarding process for new clients, ensuring a seamless transition and best-in-class customer service.
9. Sales Tracking and Follow-up: Implement an effective system for tracking leads, prospects, and follow-up activities to ensure consistent engagement and conversion.
10. Client Retention: Solidify relationships with existing clients by providing exceptional customer service, addressing concerns, and anticipating future needs.
11. Portfolio Management: Develop and manage a high-value deposit portfolio consisting of key business banking customers, focusing on retention and growth.
12. Travel and Networking: Participate in local and statewide travel for meetings, conferences, and networking to maintain market visibility and identify new sales opportunities.

Regulatory Compliance Requirements:

Incumbents will be responsible for meeting the requirements for all statues/regulations pertaining to or governing their position/department.

Desired Knowledge, Skills, and Abilities:

1. Sales Experience: 5+ years of demonstrated success in sales, preferably within Business Banking or Treasury Management environments.
2. Sales and Negotiation Skills: Proven ability to sell, cross-sell, and negotiate complex solutions with a consultative approach.
3. Industry Knowledge: In-depth understanding of Treasury Management and depository systems and how they are delivered to clients.
4. Customer-Centric Approach: Excellent customer service skills, with the ability to develop long-term client relationships.
5. Communication: Strong verbal and written communication and presentation skills for client pitches and internal collaboration.
6. Technology Proficiency: Competence in Word, Excel, PowerPoint, systems to manage sales activities.
7. Education: Bachelor’s degree or equivalent work experience. Accredited ACH Professional (AAP) or Certified Treasury Professional (CTP) designations preferred but not required.