Senior Treasury Management Sales Officer

Pay Range: $103,962.00 - $138,608.00

The Senior Treasury Management Sales Officer manages a regional business customer portfolio and is responsible for customized depository and treasury management solutions provided to major and complex business customers. The Senior TMSO is responsible for leading growth in fee income and deposits. This position serves as a trusted advisor for complex business customers and provides education to customers and colleagues on products, pricing and operations. The TMSO role will solidify customer retention by providing a superior customer experience in accordance with NBT Bank’s Mission, Vision and Values. The Senior TMSO supervises and oversees TM analyst(s) as a member of his/her sales team, including influence over HR performance ratings and responsibility for the analyst’s development plans.

Education and Experience

-Bachelor’s degree and/or equivalent experience

-Seven years TM sales or relevant TM experience

-Certified Treasury Manager (CTP) preferred but not required.

Skills And Abilities

• Demonstrated expertise in Treasury Management products and related business, financial and risk management processes.
• Strong negotiating skills
• Analytical, zooms in and out as needed
• Willingness to guide and develop subordinates
• Intense commitment to quality and customer excellence.
• Outstanding presentation skills for effective communication to business customers.
• Demonstrated ability to independently manage time and multiple projects effectively.
• Self-motivated
• Proficiency with Microsoft Office and presentation software.
• Excellent written and verbal communication skills.

Travel Required

Tasks Performed:

50% Sales-  Structures and sells new treasury management solutions to major and complex business customers.  Leads all elements of the sales cycle.  Develops independent channels to prospect new Treasury Management clients and manage prospect pipeline. Cultivates and calls on large and major prospective customers independently to develop new Treasury Management relationships. Evaluates recommended pricing, recommends alternatives and pricing exceptions for to optimize profitability.  Anticipates and tailors proposals to win business, and provides strong rationale for business recommendations.  Prepares and delivers customized, comprehensive proposals to major and complex business customers and prospects to drive growth.    The Senior TMSO supervises and oversees TM analyst(s) as a member of his/her sales team, including influence over HR performance ratings and responsibility for the analyst’s development plans.  The Senior TMSO trains and grooms TM Analysts while delivering superior customer experience.

25% Market Leadership- Consults with customers as a trusted advisor regarding payments optimization and liquidity.  Identifies customer banking needs and proactively refers leads and cross-sell opportunities outside of TM. Leads and advises customers on new trends and innovation, new products, and technology enhancements.  Public speaker role for NBT in webinars and customer events.  Develops and delivers industry presentations to local professional organizations, focusing on treasury management solutions and industry best practices to further support the Bank’s sales efforts. 

15% Sales effectiveness - Collaborates with business partners and leads the onboarding of major and complex client relationships to ensure optimal customer experiences.  Proactively recommends enhancements to management about third party vendors, systems design, client service delivery, website competitiveness and other bank to enhance sales, customer experience and adoption.  Seeks and develops ongoing industry knowledge and expertise on competitive landscape, new payments technologies, and regulatory environment to ensure competitive proposals.  Maintains strong referral network for outside-in awareness.

5% Projects-  Proactively leads continuous improvement across the bank’s TM delivery processes.  Anticipates market needs to lead planning and development strategies.  Analyzes & pursues markets, sectors, geographies or other groups to identify new treasury management opportunities. Recommends process efficiencies to management, conducts portfolio reviews, facilitates product and pricing actions and other work as needed. 

Physical Requirements:

• Communicate effectively with internal and/or external customers
• Stationary 75% of time or greater
• Move Objects to Maximum 10 lbs

Why W