Treasury Sales Officer

United Bank; Charlottesville (VA); On-site; USD 84,000 - 148,000; Full time

Job summary

United Bank in Charlottesville, VA is seeking a Treasury Sales Officer to promote treasury management products to commercial and small business clients. You will grow relationships through external sales and targeted marketing, aligning solutions with clients' cash flow and treasury needs.

Responsibilities include building deposit relationships, onboarding customers, training on internet banking, and cross-selling other bank products.

Qualifications

• High School diploma required; Bachelor's degree highly desired.
• Six years of banking experience preferred, especially Treasury Management or Retail.
• Strong customer contact skills and ability to work independently.
• Proficiency in Microsoft Office required.
• Excellent verbal and written communication, presentation, and problem-solving skills.
• Ability to travel up to 50% within the region.

Responsibilities

• Outreach to existing and prospective commercial customers to develop new business, expand existing relationships, maintain positive customer relations, and ensure proper servicing of accounts.
• Build, develop, and maintain profitable deposit relationships with new and existing customers including consulting at customer place of business to understand their practices and goals related to banking, cash flow, and treasury services.
• Identify treasury management product and service needs, develop and propose solutions, and facilitate onboarding and implementation.
• Work closely with commercial and branch staff to build awareness of United Bank Treasury and Purchasing Card capabilities.
• Conduct training for customers utilizing internet banking and related modules, including on-site installation of remote deposit as needed.
• Interface with all lines of business to grow non-interest income and core deposits; develop sales strategies, calling plans, leads, and referrals.
• Analyze businesses’ cash flow and treasury needs to present tailored proposals; meet with businesses for consultations and presentations.
• Support Treasury Management Department’s mission and objectives and achieve sales/scorecard goals.
• Maintain product knowledge of Treasury Management to maximize sales and assist customers with inquiries.
• Represent the bank at civic/community events and expand referral networks; cross-sell other bank products as appropriate.
• Respond to banking services Requests for Proposal (RFPs).

Skills

Customer contact skills

Microsoft Office

Verbal and written communication

Presentation

Problem solving

Listening skills

Travel up to 50%

Education

Bachelor’s degree

Tools

Microsoft Office

Job description

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The Treasury Sales Officer promotes, solicits, and provides treasury management products and services to commercial and small business customers and prospective clients. Is responsible for growing business with existing customers and prospects directly via external sales and marketing efforts in order to achieve annual sales and scorecard objectives.

RESPONSIBILITIES:

• Outreach to existing and prospective commercial customers to develop new business, expand existing relationships, maintain positive customer relations, and ensure proper servicing of accounts
• Build, develop, and maintain profitable deposit relationships with new and existing customers which includes consulting at customer place of business in order to understand their business practices and discuss their goals and objectives related to banking, cash flow, and treasury services
• Identify treasury management product and service needs, develop and propose solutions to commercial customers that best meet their needs, and facilitate on-boarding and implementation
• Work closely with commercial and branch staff building awareness of United Bank Treasury and Purchasing Card capabilities
• Conduct training for customers utilizing internet banking and related modules, including on-site installation of remote deposit, as needed
• Interface with all lines of business, in order to grow both non-interest income and core deposits from both existing and prospective commercial customers.
• Sales effort includes developing and executing an effective sales strategy, implementing a formalized calling plan, generating leads, and following up on referrals.
• Analyze businesses’ cash flow, deposit relationships and treasury needs to develop a custom treasury management services proposal for the customer/prospect and will regularly meet with businesses for consultation and presentation of proposals.
• Overall support Treasury Management Department’s mission and objectives, particularly as they relate to achieving individual and department sales and scorecard goals
• Maintain a high level of product knowledge and procedural expertise of Treasury Management’s product line to maximize sales effectiveness and to assist commercial customers with product inquiries and requests;
• Represent the bank and actively participate in various civic and community events that offer networking and promotional opportunities. Maintain regular contact with centers-of-influence to develop and expand business referral network
• Cross-sell other bank products and services and capitalize on opportunities to expand business, referring clients to other areas of the bank for additional needs where appropriate.
• Respond to banking services Requests for Proposal (RFPs)

Qualifications

SKILLS/QUALIFICATIONS:

• High School diploma required; Bachelor’s degree highly desired
• Minimum of six (6) years of working banking experience required, preferably in a related Treasury Management or Retail
• Customer contact skills are essential
• Prior experience in a business development role is a plus
• Proficiency in Microsoft Office Products required
• Demonstrated ability to learn and understand the various product lines and services offered by the Bank and to continue to stay current on all products and services
• Strong verbal and written communication skills
• Excellent presentation and problem solving
• Demonstrated excellent listening skills
• Ability to work independently and in a team environment
• Ability to travel up to 50% within assigned region/state.

KEY COMPETENCIES:

Essential Functions:
• Sitting and standing for extended period of times as required to
• Ability to efficiently operate a computer keyboard, mouse, and other computer components.
• Ability to converse and exchange information with all levels of staff within organization.
• Ability to observe, perceive, identify, and translate data
• Ability to travel via air, rail, automobile and/or bus.

In Charlottesville, VA the expected base pay salary range for this role is $84,436 - $147,764. Placement within the range will be determined on an individualized basis commensurate with experience and skills and is only one part of the total compensation package. Your base salary may be subject to an annual merit increase based upon performance and, depending on the position, may be eligible for cash bonuses, long-term incentives, commissions, and other United Bank sponsored benefit programs. At United, we recognize our employees as our greatest asset, and we strive to provide professional and personal development opportunities such as career advancement, job and industry trainings, wellness initiatives, mentoring and leadership programs.

Company Profile

Please click here to access a list of benefits for which this position is eligible. Additional information regarding United's Mission, Values and Culture can be found here.

At United, our strength is our people, and we are committed to nurturing a culture that is reflective of the communities we serve; promotes respect and a shared purpose; and aligns with our core values.

Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, age, sex, national origin, disability, status as a protected veteran, or any other characteristic protected by law.

Nearest Major Market: Charlottesville
Nearest Secondary Market: Virginia
Job Segment: Pre-Sales, RFP, Retail Sales, Business Development, Relationship Manager, Sales, Retail, Customer Service