Treasury Management Sales Officer

Citizens Business Bank; San Jose (CA); On-site; USD 63,000 - 88,000; Full time

Job summary

Citizens Bank is seeking a Treasury Management Sales Officer in San Jose, CA. The role focuses on generating fee income by presenting treasury management solutions, conducting demonstrations, and securing client documentation for implementation. You will also train internal teams to spot treasury opportunities and support cross-functional sales efforts.

The position requires broad knowledge of treasury products, strong presentation skills, and travel up to 75% to client sites and meetings.

Qualifications

• Associate's degree or equivalent from two-year college or technical school.
• Ability to understand treasury management needs and present solutions.
• Ability to train internal staff to recognize treasury opportunities.

Responsibilities

• Complies with policies and regulations applicable to the job and remains current.
• Analyzes clients' treasury management needs and demonstrates suitable solutions.
• Maintains knowledge of treasury products to educate and sell services.
• Manages calling schedule and pre-plans to support clients and business units.
• Provides professional telephone support to treasury management clients and prospects.
• Collects documentation to support implementation of services.
• Trains non-treasury personnel in treasury opportunities within the territory.
• Liaises between business unit and operations to discuss treasury opportunities.
• Mitigates risk and works with risk managers and lenders to identify risks.
• Adheres to service level agreements, policies and regulations.

Skills

Treasury management knowledge

Presentation skills

Client relationship

Training others

Risk mitigation

Education

Associate's degree or equivalent

Tools

Excel

Database software

Word processing

Job description

If you are unable to complete this application due to a disability, contact this employer to ask for an accommodation or an alternative application process.

Treasury Management Sales Officer

Treasury Management Sales-697 Full Time Professionals San Jose, San Jose, CA, US

3 days ago Requisition ID: 2808

Salary Range: $62,783.00 To $87,896.00 Annually

Summary

The Treasury Management Sales Officer is an integral part of the Treasury Management Sales team and makes positive contributions to the department and bank’s success through generating fee income by providing skilled and knowledgeable assistance to clients seeking or needing treasury management solutions. This will be accomplished by preparing presentations and proformas, conducting demonstrations and selling those solutions to the client; then collecting the appropriate documentation to support the implementation of that service.

The Sales officer is also responsible for training (non-treasury management) internal business unit personnel so they are able to recognize treasury management opportunities.

Essential Duties and Responsibilities include the following:

• Complies with and stays abreast of all policies and procedures, federal and state laws applicable to the job.
• Reviews, analyzes and understands clients’ treasury management needs. Conducts demonstrations as needed. Completes professional presentations and accurate proformas designed to educate the client of all appropriate treasury management solutions.
• Maintains sufficient knowledge of all treasury management products and services to educate and sell services to clients within assigned territory.
• Manages calling schedule and completes pre-planning tasks as needed to maintain effective support of clients and business units in assigned territory.
• Provides professional telephone support as needed to treasury management clients and prospects.
• Submits appropriate documentation to identify client needs to all individuals involved in the implementation process.
• Conducts training session regularly to ensure non-treasury management personnel within the assigned territory can recognize treasury management opportunities.
• Creates an environment of trust with business unit partners and operational unit partners. Acts as a liaison between business unit partners and operational units to discuss treasury management opportunities with clients.
• Mitigates risk associated with all treasury management products and services and works with risk managers and lenders to identify these risks.
• Adheres to bank service level agreements, policies and regulations.
• Provides, presents and promotes The Citizens Experience to all external and internal customers.
• Other duties as assigned by Treasury Management Sales Manager or above.

Supervisory Responsibilities

This job has no supervisory responsibilities.

Qualifications

To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

Education and/or Experience

Associate's degree (A. A.) or equivalent from two-year college or technical school; or six months to one year related experience and/or training; or equivalent combination of education and experience.

Language Skills

Ability to read, analyze, and interpret general business periodicals, professional journals, technical procedures, or governmental regulations. Ability to write reports, business correspondence, and procedure manuals. Ability to effectively present information and respond to questions from groups of managers, clients, customers, and the general public.

Mathematical Skills

Ability to add, subtract, multiply, and divide in all units of measure, using whole numbers, common fractions, and decimals. Ability to compute rate, ratio, and percent and to draw and interpret bar graphs.

Reasoning Ability

Ability to apply common sense understanding to carry out instructions furnished in written, oral, or diagram form. Ability to deal with problems involving several concrete variables in standardized situations.

Computer Skills

To perform this job successfully, an individual should have knowledge of Database software; Excel Spreadsheet software Word Processing software.

Certificates, Licenses, Registrations

N/A

Other Qualifications

• The Treasury Management Sales Officer is expected to travel approximately 75% of the time to various client sites and meeting appointments.

Physical Demands

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

While performing the duties of this job, the employee is regularly required to use hands and fingers to handle or feel; reach with hands and arms and talk or hear. The employee is occasionally required to stand; walk; sit; climb or balance and stoop, kneel, crouch, or crawl. The employee must occasionally lift and/or move up to 10 pounds.

The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

While performing the duties of this job, the employee is occasionally exposed to wet and/or humid conditions and outside weather conditions. The noise level in the work environment is usually moderate.