Treasury Management Sales Analyst

Republic Bank; Saint Petersburg (FL); On-site; USD 55,000 - 85,000; Full time

Job summary

Republic Bank is seeking an up-and-coming Treasury Management Officer assistant to help grow depository and fee-based opportunities within our Florida market. You will support TMOs, manage client relationships, and learn cash management solutions while contributing to revenue growth.

Ideal candidates have at least 1 year of sales experience, strong communication, and the ability to work independently in a fast-paced environment.

Qualifications

• Minimum of 1 year of sales experience preferred.
• Professional communication skills, ability to prioritize, and critical thinking skills required.

Responsibilities

• Portfolio management support for TMOs and client portfolios.
• Execute relationship management strategies to improve client engagement.
• Identify opportunities to deepen relationships for new and existing clients.
• Assist Treasury Management Operations in opening new accounts properly.
• Log sales efforts and activity in the tracking system.
• Maintain compliance with regulations and bank policies.

Skills

Sales experience

Communication skills

Prioritization

Critical thinking

Self-motivated

Attention to detail

Tools

CRM software

Job description

“Republic Bank believes in the development and advancement of our associates. We offer the opportunity to learn all aspects of the company to prepare for future advancement. Come join our team for a career, not just a job!”

Grade 10

About Republic Bank

Republic Bank’s values are built upon making an IMPACT for our clients, our associates and the communities we serve. (IMPACT stands for Innovate for the Future, Make it Easy, Provide Exceptional Service, Acknowledge & Celebrate Success, Commit to Caring and Thrive Together) The associates of Republic Bank are the key to our success as an organization and we value our associates. It’s one of the reasons we’ve been named as one of the Best Places to Work in Kentucky for ten years! For more information about the company, please visit www.republicbank.com.

POSITION PURPOSE AND OBJECTIVES

This role is a position for an officer with limited sales experience to be able to develop the necessary skills for calling on Treasury Management ("TM") clients for depository and fee-based opportunities in the Bank’s market. This position will have TM production and growth goals, but at a lower expectation level than a more seasoned officer and will also have responsibility to manage an existing portfolio of client relationships with the intent that the associate could take over some portfolio from an existing Treasury Management Officer ("TMO"). In addition, this role is responsible for supporting TMOs in their efforts in identifying, developing, and managing commercial depository relationships. This position will assist TMOs with relationship management and business development efforts, with the principle focus on TM products and services. The primary objective for this position is to grow the necessary experience and knowledge to become a more effective relationship manager for TM clients.

Applicants must be authorized to work for any employer in the U.S. We are unable to sponsor or take over sponsorship of an employment Visa at this time.

Minimum Qualifications

Minimum of 1 years of sales experience preferred.

Previous Treasury Management Or Banking Experience Preferred.

Demonstrated history of successful sales experience.

Professional communication skills, ability to prioritize, and critical thinking skills required.

Essential Job Functions And Responsibilities

Description % of Time Spent

• Portfolio Management
• Support assigned TMOs to execute relationship management strategies to their portfolio of clients.
• Ongoing, superior account relationship management of portfolio of clients.
• Identify opportunities to deepen relationships for both new and existing clients.
• Assist Treasury Management Operations in opening new accounts properly.

40%

Business Development

• Learn Treasury Management solutions to consult clients on cash management solutions.
• Assist TMOs to prepare proposals for current and new client presentations.
• Responsible for logging sales efforts within tracking system.
• Generate revenue from sales of Treasury Management products and services.
• Devise and implement personal calling strategy to meet call quota and sales goals.

40%

Other Responsibilities

• Complete required TM training.
• Be involved in the community through volunteerism on civic and non-profit boards.
• Learn the credit culture of Republic Bank in order to present appropriate credits for approval.

20%

• Maintain a working knowledge of compliance requirements affecting your position and area of responsibilities and actively learn new regulations and assist in the implementation, if required.
• Model and foster behaviors that support the Bank’s values and corporate culture creating an atmosphere of trust, cooperation, accountability, and dedication to the organization.
• Willingly perform all other duties and projects as assigned.

Interpersonal Skills And Competencies Required

Excellent verbal and written communication skills for effective interaction with clients and proposal generation.

Must have the ability to understand financial analysis and effectively communicate with clients and senior management.

Must be a self-starter and demonstrate the ability to work independently within a market.

Requires high energy and strong attention to detail.

Ability to deal with critical customer issues.

Must demonstrate the ability to manage and prioritize multiple tasks.

Ability to recommend practical ways using innovation, good judgment, creativity, and strategic thinking.

Physical Requirements

The physical demands described here are representative of those that must be met by an associate to successfully perform the essential functions of this position. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

While performing the duties of this position, the associate is regularly required to sit, use hands to finger, handle, or feel; and talk or hear. The associate frequently is required to stand or walk. The associate is occasionally required to reach with hands and arms. The associate must occasionally lift and/or move 10 pounds. Specific vision abilities required by this position include close vision, and distance vision. The noise level in the work environment is usually moderate.

Other Requirements

• Travel between Republic Banking facilities may be required including occasional out of town travel.
• Flexible work schedule may include some evenings, weekends and/or overtime.
• Stay abreast of new developments, best practices, and statutory and regulatory changes.