Treasury Sales Lead - Deposit Growth & Client Solutions

Renasant Bank; Birmingham (AL); On-site; USD 70,000 - 100,000; Full time

Job summary

Renasant Bank in Birmingham, AL seeks a Treasury Sales Officer responsible for selling depository and treasury solutions to existing and prospective clients, achieving deposit and fee income goals, and delivering superior relationship management.

The role involves calling on clients, preparing sales proposals, cross-selling products, conducting annual reviews, and coordinating with lenders and branches to optimize treasury services while maintaining compliance.

Qualifications

• Bachelor's degree, or high school diploma (or equivalent) with equivalent work experience.
• Minimum of 5 years of prior treasury sales or equivalent experience.
• Strong understanding of treasury products including more complex offerings such as Payments, Integrated Receivables (lockbox), Commercial Card and Escrow Management.
• Working knowledge of working capital concepts, relationship pricing, and deal flow management.
• History of meeting and exceeding deposit and revenue goals and the ability to call independently.

Responsibilities

• Achieve/exceed key objectives and goals in business development, client retention, deposit growth, portfolio quality, fee income, cross sales, referrals, client satisfaction.
• Call on new and existing business clients to develop and close treasury management sales business; identify deposit and treasury services solutions.
• Develop treasury solutions sales proposals and pricing pro formas for clients.
• Conduct annual treasury management reviews for top tier business clients.
• Maintain up-to-date knowledge of treasury management programs, products, services, and compliance requirements.
• Deliver internal treasury management presentations and participate in sales meetings with regional lending and branch staff.

Skills

Treasury sales

Relationship management

Customer service

Presentation skills

Negotiation

Education

Bachelor's degree or high school diploma with equivalent work experience

Tools

MS Office

Job description

Renasant Bank in Birmingham, AL seeks a Treasury Sales Officer responsible for selling depository and treasury solutions to existing and prospective clients, achieving deposit and fee income goals, and delivering superior relationship management.

The role involves calling on clients, preparing sales proposals, cross-selling products, conducting annual reviews, and coordinating with lenders and branches to optimize treasury services while maintaining compliance.