Treasury Management Sales Officer III

Summary - Responsible for the development of new Treasury Management customer business, the expansion of existing commercial relationships, and the delivery or TM products and services.

Duties and Responsibilities include the following.

• Showcases strong client interaction skills, demonstrating the ability to influence the outcome of the sales process.
• Consistently exceeds annual sales goals and tasks set by Management.
• Demonstrates the aptitude for powerful presentations and negotiation skills with internal and external clients.
• Create and implements plans and tactics with the Market President to assist the market in attaining goals and objectives in relation to deposit growth and increased revenue.
• Serve as an expert for Treasury Management products and services, deliver internal presentations when needed, actively participate in sales meetings, and prospect development within the market.
• Manage all elements of the sales cycle including business development, prospect qualification, needs analysis, and close of sale to exceed all deposit and revenue growth goals.
• Provides strategic treasury advisory services to clients and co-workers.
• Maintains a working knowledge of financial management principles.
•  Assists Relationship Managers, Business Development Bankers and Banking Center Managers by offering value-added services to prospects and clients.
• Maintains Treasury Management Relationships by providing excellent customer support such as online navigation, phone training, account inquiries, problem solving, and technical support.
• Works closely with the Relationship Managers to evaluate prospective customer relationships and offers suitable recommendations for deposit focused relationships.
• Consistently prospects and self-generate leads through networking, community interaction and existing client interactions.
• Actively retains and data mines existing clients for additional cross-sell opportunities through constant communication, treasury management reviews, relationship reviews with Relationship Manager, and conducting on-site evaluations when necessary.
• Educates Treasury Management customers on the risks in the banking environment and the necessary steps to protect themselves.
• Accommodates request for presentations at community events.
• Develop sales proposals, RFP responses, and pricing proformas for existing clients and prospects to further develop and strengthen business relationships.

Supervisory Responsibilities                                                       

This job has no supervisory responsibilities.

Competencies - To perform the job successfully, an individual should demonstrate the following competencies:

Analytical and Design - Collects and researches data; Demonstrates attention to detail.

Problem Solving - Gathers and analyzes information, identifying and resolving problems in a timely manner; Develops alternative solutions.

Interpersonal Skills/Customer Service - Maintains confidentiality; Manages difficult or emotional customer situations; Responds promptly to requests for service and assistance; Meets commitments.

Oral and Written Communication - Speaks clearly and persuasively in positive or negative situations; Listens and gets clarification; Responds well to questions; Demonstrates group presentation skills; Participates in meetings; Writes clearly and informatively; Able to read and interpret written information.

Teamwork - Balances team and individual responsibilities; Contributes to building a positive team spirit; Supports everyone's efforts to succeed.

Organizational Support - Follows policies and procedures; Supports organization's goals and values; Benefits organization through outside activities.

Judgment - Exhibits sound and accurate judgment; Makes timely decisions.

Planning/Organizing - Prioritizes and plans work activities; Uses time efficiently.

Professionalism - Reacts well under pressure; Treats others with respect and consideration regardless of their status or position.

Quality and Quantity - Demonstrates accuracy and thoroughness; Completes work in timely manner.

Adaptability and Innovation - Adapts to changes in the work environment; Manages competing demands; Develops innovative approaches and ideas.

Attendance/Punctuality and Dependability - Is consistently at work and on time; Follows instructions, responds to management direction; Takes responsibility for own actions.

Qualifications To perform this job successfully, an individual must be able to perform each essential dut