Treasury Management Officer III

Sunflower Financial Inc.; Irvine (CA); On-site; USD 150,000 - 190,000; Full time

Benefits offered by this job

401(k) Plan with 6% Match

Health Insurance

Company-paid Life Insurance

Tuition Reimbursement

Paid Time Off

Paid Holidays

Fitness Reimbursement

Volunteer Leave

Job summary

Sunflower Bank, N.A. in Irvine, CA seeks a seasoned Treasury Management Officer III to drive treasury product marketing, sales demos, and financial analysis for commercial clients.

You will prepare proposals, analyze RFPs, and craft strategies to win new TM business while collaborating with bankers and other departments. The role requires 10+ years in financial services, a CTP preferred, and a strong track record in self-sourcing opportunities with team selling.

Qualifications

• Requires 10+ years of experience in a financial institution.
• CTP designation preferred.
• Ability to self-source opportunities with a track record of team selling and lead sharing.
• Strong understanding of Treasury Management products, cash flow cycles, and working capital.
• Experience in creating proposals and responding to RFPs.
• Excellent verbal and written communication skills.
• Ability to assess and manage risk with TM solutions.

Responsibilities

• Provide treasury product marketing and sales demonstrations to customers and prospects.
• Prepare pro-forma analyses and pricing proposals.
• Review current and potential commercial relationships and recommend TM products.
• Design marketing and sales programs for treasury management to commercial clients.
• Prepare contracts and documentation for TM products per policy.
• Collaborate with other departments on proposals and RFP responses.
• Maintain knowledge of TM solutions and pricing to stay competitive.
• Leverage tools to identify and convert sales opportunities.
• Perform duties in compliance with laws and company policies.

Skills

Self-sourcing opportunities

Lead sharing

Team selling

Treasury products knowledge

RFP experience

Risk assessment

Communication skills

Education

Bachelor’s degree in Finance

CTP designation preferred

Job description

Overview

Irvine, CA area — Local to Orange County/Irvine preferred.

MUST HAVE: Minimum of 10 years of experience working in a financial institution

MUST HAVE: Certified Treasury Professional (CTP) designation preferred

MUST HAVE: Ability to self-source opportunities with a successful track record with team selling and lead sharing

MUST HAVE: Current understanding of general Treasury Management products, offerings, Cash Flow cycles, and working capital

Salary: $150k - $190k and is dependent on knowledge, skills, abilities, experience, and location.

At Sunflower Bank, we’re experiencing great growth. Since our founding in 1892, we\'ve been committed to serving our communities and supporting the team members who make it all possible. As a full-service financial institution, we offer a full range of relationship-focused services to meet personal, business, and wealth-management financial objectives. Creating Possibility is not just our mission, it’s what we do every day for clients and associates. Learn more about Sunflower Bank at sunflowerbank.com.

Sunflower Bank, N.A. is looking for an energetic, highly motivated individual to fill the full-time position of Treasury Management Officer III at our Irvine, CA location.

Hybrid options available.

The Treasury Management Officer III position is primarily responsible for providing treasury product marketing, product sales demonstration, technical and financial analysis to customers, prospects and internal relationship managers (Bankers). This position is also responsible for creating formal proposals and analyzing customer/prospects Request for Proposals (RFP) and determining appropriate strategy and approach to crafting a comprehensive response designed to successfully win new business.

Responsibilities

• Provide an exceptional level of quality service for internal and external customers and respond to customers’ needs, questions and concerns in an accurate, effective and timely manner.
• Prepares pro-forma analyses of customer’s product sales potential and preparation of pricing proposal.
• Review and analyze current and potential commercial relationships and recommend appropriate products and services.
• Participates in design of marketing and sales programs aimed at the commercial customers for treasury management related products. Develops various prospecting and sales related materials and reporting to be used throughout the sales cycle.
• Preparation of appropriate Contracts, Agreements and documentation relative to the Treasury Management products and services offered in accordance with Sunflower Bank, N.A Policies and Procedures.
• Collaboration with other departments and team members on the preparation and presentation of Commercial Banking Proposals and Request for Financial Proposals (RFP’s).
• Maintain industry knowledge of treasury management solutions and pricing to keep competitive.
• Leverages reporting and sales tools to proactively identify and successfully convert sales opportunities
• Perform the job in accordance with applicable industry laws and regulations as well as the policies and procedures established by the company.
• Perform other duties as assigned.

Education / Experience Preferred

• Bachelor’s degree in Finance, Accounting, Business, Management, Economics or similar. Will consider previous experience in lieu of a degree
• Minimum of 10 years of experience working in a financial institution
• Certified Treasury Professional (CTP) designation preferred
• Ability to self-source opportunities with a successful track record with team selling and lead sharing
• Minimum of 5 years of RFP experience with ability to create proposals
• Current understanding of general Treasury Management products, offerings, Cash Flow cycles, and working capital
• Ability to assess and manage risk/fraud with strong understanding of value propositions relating to TM solutions
• Strong verbal and written communication skills
• Strong problem-solving, strategic thinking, time-management and organizational skills
• Strong ability to formulate partnerships with all levels in an organization

Sunflower Bank Benefits

People choose to “bank” with us, but for those we serve, we’re more than a bank. We strive to be the financial backbone of their lives, and we know that starts with our team.

Our supportive culture empowers team members to grow and seize new opportunities. Like our namesake, the sunflower, we are:

• Rooted in Strength
• Propelled by Growth
• Individuals in a Great Whole
• Creating Possibility
• Community Focused

Associates enjoy outstanding benefits, including:

• 401(k) Plan with 6% Match
• Health/Dental/Vision Insurance
• Company-paid Life Insurance
• Tuition Reimbursement
• Fitness Reimbursement
• Paid Time Off
• Volunteer Leave
• Paid Holidays
• Plus many more associate perks & incentives!

If you qualify, apply online at www.sunflowerbank.com/careers.

Open until filled; early application encouraged. This vacancy announcement may be used to fill similar positions within 90 days.

If you are a California resident, you may be entitled to certain rights regarding your personal information, which is information that identifies, relates to, or could reasonably be linked with a particular California resident or household. Additional information about our data collection practices and location-specific notices is available on our privacy policy.

EOE/AA: Minorities/Females/Disabled/Vets