Treasury Management Sales Officer Senior

First Horizon Bank; California; On-site; USD 110,000 - 170,000; Full time

Benefits offered by this job

Medical with wellness incentives

Dental and vision

HSA with company match

Maternity and parental leave

Tuition reimbursement

Mentor program

401(k) with 6% match

Job summary

First Horizon Bank is seeking a Senior Commercial Treasury Management Sales Officer to drive business development for Treasury Management products across lines of business. The role targets annual sales goals, regular calling programs, and partnership with Relationship Managers to grow client relationships.

Responsibilities include analyzing client needs, preparing pro forma analyses and proposals, and coaching onboarding teams to deliver exceptional client experiences.

Qualifications

• Bachelor’s degree required.
• CTP or MBA preferred.
• Knowledge of treasury management pricing and account analysis is required.
• Strong communication and client-facing skills essential.

Responsibilities

• Grow Treasury Product revenue through direct sales to meet goals.
• Develop and execute regular calling programs and networking.
• Collaborate with Relationship Managers to support client relationships.
• Prepare proposals and presentations with Treasury Management Sales Analyst support.
• Analyze client needs to drive product adoption and solutions.
• Guide onboarding and ensure exceptional client experience.
• Track activities and report results to Sr. Management.

Skills

Communication

Relationship management

Sales strategy

Financial analysis

MS Office

Education

Bachelor’s Degree

CTP or MBA preferred

Job description

The Commercial Treasury Management Sales Officer Sr. primary function is to perform all aspects of business development for existing, new, and prospective Treasury Management product sales to all Lines of Business. The role will be responsible for consistently attaining annual sales goals and sales activity targets by developing and executing a business plan and strategy based on corporate goals and initiatives. Sales Officers are required to develop and execute regular calling programs, network externally, partner with key team members and analyze client needs to drive business results.

ESSENTIAL DUTIES AND RESPONSIBILITIES

• Grow Treasury Product revenue through direct sales to meet all assigned goals
• Utilize networking, community and public relations activities to identify prospective Treasury Management client opportunities
• Perform product research and identify appropriate solutions for customer requirements and satisfaction
• Communicate and coordinate with assigned Relationship Managers to support and develop relationships with business clients and partners
• Review sales goals with Relationship Managers and ensure RMs are advised of calling strategies, product strategies and initiatives
• Partner with Relationship Managers to develop annual business plans that include prospect and client growth objectives and collaboratively track success to plan throughout the fiscal year.
• Understand client business goals, environments, strategies and industry trends to become a trusted advisor and to identify solutions to solve for customer pain points
• Understand our competitors’ environment, capabilities and gaps to effectively position First Horizon Treasury Management Services value proposition
• Prepare analysis pro forma and sales proposals for client presentations with the support of the Treasury Management Sales Analyst
• Demonstrate proficient in knowledge of all strategic TM solutions and their benefits to our clients
• Perform solutions oriented working capital analysis to drive product adoption for clients and prospects
• Participate on client calls and analyze client treasury services requirements
• Assist Treasury clients with product training and product demonstrations as needed
• Manage work load of assigned Treasury Management Sales Analyst for efficient onboarding and exceptional client experience
• Gather data and prepare reports for Sr. Management and Relationship Managers
• Support onboarding and Treasury Management Support teams as needed
• Track sales activities and timelines to ensure that the deliverables within onboarding project plans are met and are on-time
• Administer work according to internal and external policies and procedures of the bank
• Support organizational growth
• Other duties as assigned

EXPERIENCE

• Bachelor’s Degree required
• 6+ years of experience in Treasury Management Sales
• CTP or MBA Preferred
• Knowledge of Account Analysis and Treasury Management Pricing required
• Understanding of Payment and Receivable processes and working capital and cash flow analysis

SKILLS AND ABILITIES REQUIRED

• Excellent communication skills required, both written and verbal
• Strong attention to detail and good planning and organization skills
• Seize opportunities without direction
• Proficient in working capital and cash flow conversion analysis
• Excellent Client Service skills
• Able to modify sales approach to suit client personalities
• Adaptable, open to, and respectful of differing points of view
• Ability to cope with organizational change in a positive manner
• Anticipate change in business environment
• Able to manage multiple demands and shifting priorities
• Proficient computer skills; Microsoft Word, Excel and Outlook. Technical expertise is preferred

Hours

• Monday - Friday
• 8:00 AM - 5:00 PM

About Us

First Horizon Corporation is a leading regional financial services company, dedicated to helping our clients, communities and associates unlock their full potential with capital and counsel. Headquartered in Memphis, TN, the banking subsidiary First Horizon Bank operates in 12 states across the southern U.S. The Company and its subsidiaries offer commercial, private banking, consumer, small business, wealth and trust management, retail brokerage, capital markets, fixed income, and mortgage banking services. First Horizon has been recognized as one of the nation's best employers by Fortune and Forbes magazines and a Top 10 Most Reputable U.S. Bank. More information is available at www.FirstHorizon.com.

Benefit Highlights

• Medical with wellness incentives, dental, and vision
• HSA with company match
• Maternity and parental leave
• Tuition reimbursement
• Mentor program
• 401(k) with 6% match
• More -- FirstHorizon.com/First-Horizon-National-Corporation/Careers/Our-Benefits

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