Treasury Management Sales Officer

gpac; Minneapolis (MN); Sur place; USD 90 000 - 130 000; Plein temps

Résumé du poste

gpac LLC is seeking a Treasury Management Sales Officer to service commercial clients with cash management needs in a relationship-driven role. You will work with Commercial Loan Officers and Business Bankers to move money for mid-to-large client relationships.

The ideal candidate has a Bachelor's degree or equivalent and 4–7 years of treasury management experience, plus strong collaboration skills. CTP or AAP certifications are preferred, with deep knowledge of treasury products such as online

Qualifications

• Bachelor's degree or equivalent required.
• 4-7 years of relevant treasury management experience required.
• Strong teammate who enjoys collaboration with internal business partners required.
• CTP - Certified Treasury Professional, Preferred.
• AAP - Accredited ACH Professional, Preferred.
• Treasury Management knowledge including Online Banking/Information Reporting, Payments/AR & AP, SFTP connectivity, positive pay, sweeps, ICT products, lockbox setups, ACH filter.

Responsabilités

• Develop new business primarily with prospects, as well as existing clients in assigned territories.
• Maintain a high level of qualified in-person calling activity, completing responses to RFPs and general sales activity for new prospective relationships.
• Maintain senior-level contact with top and high-priority customers.
• Develop territory plans, account strategies, and call plans to achieve revenue and profit goals.
• Coordinate calling activity with assigned Relationship Managers/Commercial Lenders and Retail Staff.
• Provide account reviews for assigned top-priority customers.
• Participate in independent and/or joint calling with product partners.
• Assist in general marketing activity for trade shows and other targeted industry events.
• Perform other duties as assigned.

Connaissances

Relationship building

Team collaboration

Sales acumen

Formation

Bachelor's degree or equivalent

CTP - Certified Treasury Professional (Preferred)

AAP - Accredited ACH Professional (Preferred)

Description du poste

The Treasury Management Sales Officer role is for a banking professional to service commercial clients and their cash management needs. This is a relationship-based role, where relationships can span millions of dollars. Working hand in hand with Commercial Loan Officers and Business Bankers, Treasury Management Officers are the backbone of the movement of money with commercial clients.

Treasury Management Sales Officer Qualifications

• Bachelor's degree or equivalent required
• 4-7 years of relevant treasury management experience required
• Strong teammate who enjoys collaboration with internal business partners required
• CTP - Certified Treasury Professional, Preferred
• AAP - Accredited ACH Professional, Preferred
• Treasury Management product knowledge, including but not limited to Online Banking/Information Reporting, Payments/AR & AP, SFTP connectivity for industry standard file types, positive pay, sweeps, ICT products, lockbox setups, positive pay, and ACH filter

Treasury Management Sales Officer Responsibilities

• Develop new business primarily with prospects, as well as existing clients in assigned territories
• Maintain a high level of qualified in-person calling activity, completing responses to customer or prospect request for proposal and general sales activity, primarily for new prospective relationships
• Maintain senior-level contact with top and high-priority customers
• Develop territory plans, account strategies, and call plans required to consistently achieve revenue and profit goals
• Coordinate calling activity with assigned Relationship Managers/Commercial Lenders and Retail Staff
• Provide account reviews for assigned top-priority customers
• Participate in independent and/or joint calling with product partners
• Assist in general marketing activity as required for trade shows and other targeted industry events
• Perform other duties as assigned

This opportunity includes an excellent compensation and benefits package. This bank prides itself on retaining employees and has one of the best tenure backgrounds in the area - a competitive salary and bonus incentive program.

All qualified applicants will receive consideration without regard to race, age, color, sex (including pregnancy), religion, national origin, disability, sexual orientation, gender identity, marital status, military status, genetic information, or any other status protected by applicable laws or regulations.