Regional Treasury Management Sales Officer

Ameris Bank

New York (NY)

On-site

USD 120,000 - 160,000

Full time

5 days ago
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Benefits offered by this job

Medical, Dental and Vision Insurance
401(k) Retirement Plan
Employee Stock Purchase Plan
Flexible Spending Accounts
Health Savings Account

Job summary

Ameris Bank is seeking a Regional Treasury Management Sales Officer to lead market strategies, develop new clients and deliver integrated treasury solutions. You will partner with market associates and external sources to advise on sales opportunities and revenue growth.

The role requires 5-7 years in financial services, a Bachelor’s degree in business, and a strong track record in sales, pricing, and relationship management.

Qualifications

  • Bachelor’s degree in business or related field is required.
  • 5-7 years of experience in financial services, product knowledge, sales processes and vendor interaction.
  • Strong sales, negotiation and client advisory skills emphasized.

Responsibilities

  • Establishes market strategies, business development and pricing proposals for clients to earn given opportunities.
  • Schedules and completes calling activities with prospective and existing clients to provide advisory services and product information.
  • Collaborates with stakeholders to set expectations on pricing, product implementation and proposals.
  • Makes and maintains partnerships with executives and senior management.
  • Prepares and presents Treasury Management relationship reviews for clients.
  • Adheres to ethical sales practices aligned with core values.

Skills

Sales skills
Organization skills
Negotiation
Follow-up
Communication
MS Office
Systems integration
Influencing
Product knowledge
Conceptual thinking

Education

Bachelor's degree in business
CTP certification preferred

Job description

Ameris Bank is a purpose-driven company, dedicated to bringing financial peace of mind to communities, one person at a time. Whether a customer wants to grow their business, buy a home, or feel confident in their retirement plan, they have a partner in Ameris Bank. We serve customers in our locations across the Southeast, Mid-Atlantic and nationwide through our extensive digital offerings and mobile app. Delivering financial peace of mind starts with a team that values integrity and rewards ingenuity. At Ameris, you’ll find teammates who are inclusive, collaborative problem-solvers who go the extra mile to support one another and to meet every customer’s needs. When teammates are empowered and bring their diverse perspectives to the table, we create the best possible outcomes for our customers. At Ameris, we know that a growth mindset is key for high performance and fosters an environment that prioritizes continuous improvement. Teammates have access to Employee Resource Groups that serve as advocates and purpose and how you can bring it to life as an Ameris Bank teammate.

The Regional Treasury Management Sales Officer is responsible for the development of a marketing plan which acquires new clients and provides the integrated delivery of products and services to existing clients in the given territory. Responsible for partnering closely with associates within the market and external sources to consult on sales opportunities. This is critical to the success of the team. Performs other projects and duties as assigned.

Essential Functions, Duties, and Responsibilities:
  • Establishes market strategies, business development and pricing proposals for clients to earn given opportunities.
  • Schedules and completes calling activities with prospective and existing clients within the given markets to provide advisory services, product information and routine follow ups.
  • Collaborates with key stakeholders to set expectations on pricing, product implementation and proposals to enhance sales activities.
  • Maintains partnerships and alignment with business executives and senior management.
  • Maintains partnerships and alignment with product providers and negotiates key terms within the contracts for given prospects and existing clients.
  • Identifies key revenue growth opportunities for current clients and potential clients.
  • Knowledge of the values and practices that align customer needs and satisfaction as primary considerations in all business decisions, as well as ability to leverage information in creating customized client solutions.
  • Prepares and presents Treasury Management relationship reviews on a routine basis to offer Treasury solutions to clients.
  • Practices ethical sales behaviors in accordance with Ameris’ core values of Integrity and Honesty; always acts in the best interest of the customer when offering additional products and services.
Required Knowledge, Skills and Competencies:
  • Excellent sales skills.
  • Excellent organizational, analytical and interpersonal skills.
  • Strong problem-solving, negotiation and follow-up skills.
  • Strong verbal and written communication skills.
  • Computer literate; fluency in Microsoft Office Suite; and systems integration.
  • Influencing, and ability to be the subject matter expert.
  • Technical knowledge of products.
  • Conceptual thinking – identifies the critical interdependencies among systems that impact products and performance.
Industry and Work Experience:
  • 5-7 years of experience within financial services industries required.
  • 5-7 years of product knowledge, sales processes, and vendor interaction required.
Academic:
  • Bachelor’s degree in business or related field required.
  • Certified Treasury Professional (CTP) certification preferred.
Benefits Available to Employees:

Ameris Bank provides a comprehensive employee benefit package to all eligible employees.

  • Medical, Dental and Vision Insurance
  • Ameris Bank absorbs a major portion of the cost of healthcare.
  • You become eligible for coverage on the first of the month following 30 days of employment.
  • Life Insurance provided at no additional cost to employees
  • Accidental Death & Dismemberment Coverage
  • Long-Term Disability Coverage
  • Paid Sick and Vacation Leave 11 Holidays
  • Volunteer/Service Day
  • Employee Stock Purchase Plan
  • 401(k) Retirement Plan Ameris Bank matches 50% of your first 8% of contributions to the plan
  • Flexible Spending Accounts
  • Health Savings Account
  • Health Reimbursement Arrangement
  • Supplemental Life & Other Insurance Plans
  • Identity Theft Protection
  • Pet Insurance
  • Legal Insurance
  • Employee Assistance Program
  • Employee Advocacy Program
  • Tickets at Work (Entertainment discounts for Ameris Bank Employees)
  • AT&T Employee Discount
  • Wellness Discounts for Medical Premiums and Other Rewards
  • Employee Referral Incentive
  • Education Assistance
  • Employee Resource Groups
Banking Advantages for Employees:
  • Free Interest Checking
  • Free Safe Deposit Box
  • Free Money Orders, Travelers’ Checks and Cashier Checks
  • Discount on Mortgage Origination Fee
  • Free Online Banking and Free Unlimited Online Bill Payment
  • Employee Banking Perks
Disclaimer:

Disclaimer: The above job description is meant to describe the general nature and level of work being performed; it is not intended to be construed as an exhaustive list of all responsibilities, duties, and skills required for the position. All job requirements are subject to possible modification to reasonably accommodate individuals with disabilities. Some requirements may exclude individuals who pose a direct threat or significant risk to the health and safety of themselves or other employees.

Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities

This employer is required to notify all applicantss of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.

Ameris Bank understands that your financial well-being is deeply personal. Whether it's managing your hard-earned money, growing your business, or buying a home, you deserve a financial partner who truly sees and hears you. That's why Ameris Bank is fiercely committed to being by your side every step of the way, offering tailored financial solutions designed to empower you to achieve your goals.

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