Treasury Sales Officer

Job Summary

Promoting and selling Treasury Management Services products, the remote Treasury Sales Officer I will focus on new client acquisition and expanding existing relationships while preparing formal proposals and serving as a secondary relationship officer for smaller commercial clients.

Key responsibilities

• Determines profitability of banking relationships and directs sales efforts accordingly, participating in pre-bid conferences and follow-up calls
• Prepares and presents formal written proposals for smaller corporate, municipal, and nonprofit bank relationships based on client needs
• Coordinates and implements the setup of sales closings, serving as a secondary relationship contact for smaller entities and providing ongoing support

Required qualifications

• Bachelor's Degree and 4 years of experience in Commercial Banking or Commercial Sales, or
• High School Diploma or GED and 8 years of experience in Commercial Banking or Commercial Sales
• Knowledge of Treasury Management Solutions
• Experience presenting proposals to clients
• CTP (Certified Treasury Professional) Certification is preferred