Treasury Sales Officer

Strive Solutions; Fort Worth (TX); On-site; USD 90,000 - 140,000; Full time

Job summary

Strive Solutions is seeking a Treasury Management Sales Officer to drive growth in business deposits and fee income by prospecting and managing commercial client relationships. You will analyze customers’ cash management needs and recommend treasury solutions such as ACH, wire services, remote deposit capture, and online banking.

The role involves coordinating with relationship managers, presenting treasury products, preparing proposals, and ensuring smooth implementation of treasury solutions

Qualifications

• Strong sales and relationship management skills.
• Ability to analyze client needs.
• Proficiency with treasury management products (ACH, wires, remote deposit, and online banking).

Responsibilities

• Prospect for new commercial relationships and expand existing accounts.
• Assess cash flow and treasury management requirements.
• Present and demonstrate treasury products, including product demos.
• Prepare proposals and support solution recommendations.
• Partner with relationship managers to coordinate client efforts.
• Ensure smooth implementation of treasury solutions.

Skills

Sales & relationship mgmt

Needs analysis

Presentations & proposals

Treasury management products

Job description

Treasury Management Sales Officer

drives growth in business deposits and fee income by prospecting and managing commercial client relationships. Responsibilities include analyzing customers’ cash management needs and recommending treasury solutions such as ACH, wire services, remote deposit capture, and online banking.

Key Duties

• Prospect for new commercial relationships and expand existing accounts.
• Assess cash flow and treasury management requirements.
• Present and demonstrate treasury products, including product demos.
• Prepare proposals and support solution recommendations.
• Partner with relationship managers to coordinate client efforts.
• Ensure smooth implementation of treasury solutions.

Qualifications/skills:

strong sales and relationship management skills, ability to analyze client needs, effective presentation and proposal preparation, and proficiency with treasury management products (ACH, wires, remote deposit, and online banking).