Job Description
Job Description Summary Job Description Summary of the Position: The Treasury Management Sales Officer (“TMO”) will execute the Treasury Management Sales Strategy. The TMO is responsible for managing the specialty sales portfolio, generating new business and providing representation of the bank in the market. The TMO is responsible for developing new/enhanced business relationships with select clients nationally and within the Bank’s footprint. This position requires consultative selling to targeted niches within Treasury Management is responsible for meeting individual annual sales goals. Responsibility includes strategizing to target and develop the deposit/treasury niches, developing and executing sales strategies to retain and fully penetrate new treasury management relationships. This position reports directly to the Head of Treasury Management Sales and Strategy. Primary Functions of the Position: Demonstrates mastery level proficiency in all Depository Services and Treasury Management products Responsible for independent, consultative sales calling efforts focusing on treasury management opportunities primarily related to targeted industry verticals (mostly comprehensive payments and related services). Consults with existing and prospective deposit centric clients, by phone and in person, to learn their business & industry trends. Develops individual sales prospecting regimen, plans to achieve production goals and initiating strategies that will improve efforts and subsequent results. Drives visibility through industry engagement, conference participation and other activities to develop prospective client relationships and generate treasury management fee revenue and operating balances. Provides education and knowledge of products to internal partners and to existing and prospective clients Become an industry expert as it relates to targeted industries and share knowledge within the bank and among prospect/client base. Effectively manages operational risk and
