Treasury Management Sales Officer

Sunwest Bank; Sarasota (FL); On-site; USD 70,000 - 90,000; Full time

Job summary

A financial institution located in Florida is seeking a Treasury Management Consultant. In this role, you will drive new business through the sale of treasury services and support the Relationship Management team. The ideal candidate has at least 5 years of experience in Treasury Management and strong communication skills. Responsibilities include generating new business opportunities, educating clients on products, and ensuring compliance with banking regulations. This position requires a high level of professionalism and initiative.

Qualifications

• Exceptional verbal, written and interpersonal communication skills.
• Ability to deal with complex problems involving multiple facets.
• Some knowledge of related state and federal banking compliance regulations.

Responsibilities

• Generate new business through identifying market opportunities.
• Drive new sales opportunities by determining client needs.
• Provides support to the RM group to educate and sell products.

Skills

Communication

Decision Making

Initiative

Motivator

Organization

Professionalism

Results Orientated

Education

5 years of related Treasury Management experience

Job description

This position is responsible for driving new business through the sales of treasury services offered by the Bank. They are also a consultant and business partner to the Relationship Management (RM) team to ensure all Bank clients are offered the specific products to fit their individual needs. This can be accomplished through customized sales proposals, conducting cost/benefit analyses, building multiple pricing scenarios and identifying pricing improvements and margin opportunities. Participates in customer calls as appropriate and provides pre‑and post‑sale client support.

ESSENTIAL DUTIES AND RESPONSIBILITIES

• Generate new business through identifying market opportunities through cold calls, warm leads & referrals.
• Drive new sales opportunities by determining client needs and cross‑selling treasury products and services to internal & external clients.
• Maintain active sales pipeline and provide real time updates available tools.
• Provides support to the RM group to educate and sell additional products to clients via onsite and telephonic meetings.
• Maintain relevant working knowledge of industry practices pertaining to the full suite of products and services offered.
• Handle inbound customer service inquiries, training and support requests pertaining to Treasury Management & Internet Banking products and services, while ensuring customer service quality.
• Reviews and ensures the completeness, accuracy and adequacy of signed customer agreements, maintenance requests and cancellation forms.
• Understand and comply with requirements of all laws and regulations applicable to the position.
• Complete new client setup and/or deletion requests and client training in all related products and services.
• Assist in fulfilling the department’s audit requirements and ensure the implementation and completion of agreed audit recommendations.
• Provide support to Bank employees in all areas of Electronic Banking and Treasury Management products and services.
• Serve as a subject matter expert on system capabilities, client onboarding process & worksheets and bank agreements related to Treasury Management services.

ADDITIONAL RESPONSIBILITIES

• Demonstrates high degree of professionalism in communication, attitude and teamwork with customers, peers and management.
• Demonstrates high level of quality work, attendance and appearance.
• Adheres to all Company Policies & Procedures and Safety Regulations.
• Adheres to local, state and federal laws.
• Performs any other duties that may be assigned by warehouse manager.
• Understands and complies with all company rules and regulations.
• Attends training and maintains a basic knowledge of procedures to ensure compliance with laws and regulations governing financial institutions, as they apply to your position and job responsibilities, with an emphasis on the BSA/AML/CIP, Consumer Privacy, Regulation CC, Information Security, Bank Protection Act, FACT-Identity Theft, Information Technology and GLBA.
• Additional duties as assigned as it relates to the position.

SUPERVISORY RESPONSIBILITIES

This position does not have supervisory responsibilities.

MINIMUM QUALIFICATIONS

• 5 years of related Treasury Management experience and/or training; or the equivalent combination of education and experience. Educational experience, through in‑house training sessions, formal school or financial industry related curriculum, should be applicable to the financial industry.
• Some knowledge of related state and federal banking compliance regulations, Bank operational policies.
• Exceptional verbal, written and interpersonal communication skills, with the ability to apply common sense to carry out instructions and instruct others, train personnel, write reports, correspondence and procedures, and speak clearly to customers and employees.
• Ability to deal with complex problems involving multiple facets and variables in non‑standardized situations.
• Ability to work with no supervision while performing duties.

COMPETENCIES

• Communication
• Decision Making
• Initiative
• Motivator
• Organization
• Professionalism
• Results Orientated

PHYSICAL DEMANDS

• Standing, walking and squatting less than fifty percent of the work shift.
• Required to lift, move and carry up to 40 pounds.
• Ability to read, count and write to accurately complete all documentation and reports.
• Must be able to see, hear and speak in order to communicate with employees and other customers.
• Specific vision abilities include close vision, distance vision, peripheral vision, depth perception and ability to adjust focus.
• Manual dexterity required using hands to finger; handle feel and type; reach with hands and arms.

WORK ENVIRONMENT

• The work space is clean, orderly, properly lighted and ventilated with the proper safety compliance.
• Noise levels are considered moderate.

Sunwest Bank Is an Equal Opportunity Employer.

Sunwest Bank works with staff members and customers without regard to race, ancestry, national origin, sex, marital status, age, religion, medical condition, handicap, disability or veteran status and to assist the Bank in maintaining its Affirmative Action Program.

Compliance with Bank Secrecy Act laws and regulations is considered an extremely serious matter, and it is intended that Sunwest Bank, through the purposeful efforts of its employees and officers, are expected to make every resolute attempt to conform to its Bank Secrecy Act Program and Procedures. Failure to comply will be reflected in their performance review as well as in any bonus compensation programs in which they may participate.

Attend and complete all required classroom, computer‑based, web‑based and seminar training. It is the individual responsibility of every employee to maintain a current awareness and understanding of and to fully comply with Sunwest Bank’s “Code of Ethics and Conduct.” Each employee is also expected to maintain an awareness of the laws, regulations, internal policies and procedures that are appropriate for his/her position.