Treasury Management Sales Executive

United Bank; Charlottesville (VA); On-site; USD 84,000 - 148,000; Full time

Job summary

United Bank in Charlottesville, VA is seeking a Treasury Sales Officer to promote treasury management products to commercial and small business clients. You will grow relationships through external sales and targeted marketing, aligning solutions with clients' cash flow and treasury needs.

Responsibilities include building deposit relationships, onboarding customers, training on internet banking, and cross-selling other bank products.

Qualifications

• High School diploma required; Bachelor's degree highly desired.
• Six years of banking experience preferred, especially Treasury Management or Retail.
• Strong customer contact skills and ability to work independently.
• Proficiency in Microsoft Office required.
• Excellent verbal and written communication, presentation, and problem-solving skills.
• Ability to travel up to 50% within the region.

Responsibilities

• Outreach to existing and prospective commercial customers to develop new business, expand existing relationships, maintain positive customer relations, and ensure proper servicing of accounts.
• Build, develop, and maintain profitable deposit relationships with new and existing customers including consulting at customer place of business to understand their practices and goals related to banking, cash flow, and treasury services.
• Identify treasury management product and service needs, develop and propose solutions, and facilitate onboarding and implementation.
• Work closely with commercial and branch staff to build awareness of United Bank Treasury and Purchasing Card capabilities.
• Conduct training for customers utilizing internet banking and related modules, including on-site installation of remote deposit as needed.
• Interface with all lines of business to grow non-interest income and core deposits; develop sales strategies, calling plans, leads, and referrals.
• Analyze businesses’ cash flow and treasury needs to present tailored proposals; meet with businesses for consultations and presentations.
• Support Treasury Management Department’s mission and objectives and achieve sales/scorecard goals.
• Maintain product knowledge of Treasury Management to maximize sales and assist customers with inquiries.
• Represent the bank at civic/community events and expand referral networks; cross-sell other bank products as appropriate.
• Respond to banking services Requests for Proposal (RFPs).

Skills

Customer contact skills

Microsoft Office

Verbal and written communication

Presentation

Problem solving

Listening skills

Travel up to 50%

Education

Bachelor’s degree

Tools

Microsoft Office

Job description

United Bank in Charlottesville, VA is seeking a Treasury Sales Officer to promote treasury management products to commercial and small business clients. You will grow relationships through external sales and targeted marketing, aligning solutions with clients' cash flow and treasury needs.

Responsibilities include building deposit relationships, onboarding customers, training on internet banking, and cross-selling other bank products.