Treasury Sales Officer

FinanceInfos; Overland Park (KS); Vor Ort; USD 75.000 - 100.000; Vollzeit

Benefits dieser Stelle

401(k) retirement plan with company匹配

Company-paid life insurance

Bonus opportunities

Comprehensive health insurance

Telecommuting flexibility

Paid Time Off

Volunteer program

Professional development

Disability coverage

Zusammenfassung

Cornerstone Bank is seeking a Treasury Sales Officer in Overland Park, KS to develop and retain treasury services business. You will partner with Commercial Bankers in a consultative sales role, meeting annual sales goals and planning strategies to grow new clients.

Ideal candidates will have treasury sales experience, a BA in a business-related field, and familiarity with banking software. The role includes quota-driven responsibilities and community engagement.

Qualifikationen

• Bachelor’s degree preferred in a business-related field.
• 2+ years of treasury sales experience, preferably with outside sales and new client goals.
• Experience with Fiserv and Suntell systems is a plus.

Aufgaben

• Achieve sales targets and generate new business opportunities.
• Acquire new clients and expand relationships with existing customers.
• Analyze client needs and recommend banking solutions.
• Promote Treasury services and maintain a strong sales pipeline.
• Prepare client proposals and present treasury solutions.

Kenntnisse

Financial software

MS Office

Analytical skills

Communication skills

Detail-oriented

Verbal communication

Ausbildung

Bachelor’s Degree (BA) in business related field

Tools

Fiserv core

Suntell

Jobbeschreibung

Job Highlights

• Title: Treasury Sales Officer
• Type: Full Time
• Experience: Required
• Function: Treasury
• Location: Overland Park, KS, United States
• Company: Cornerstone Bank

Company Profile

Cornerstone Bank provides trusted financial services, including savings, loans, and digital banking, helping individuals and businesses grow securely and confidently.

Job Profile

The bank is hiring a Treasury Sales Officer who will develop and retain Treasury Services business/clients.

Partner with our Commercial Bankers in a consultative sales role, meet annual sales goals and sales activity targets, and plan sales strategies to develop new business.

Promote Cornerstone Bank as a unique resource for Treasury services.

Education Level

• Bachelor’s Degree (BA) in business related field (preferred)

Work Experience

• Treasury sales experience in a traditional bank required (including outside sales, new client deposit revenue goals)
• Minimum 2 years of experience
• 3 to 5 years of experience (preferred)
• Fiserv core system and Suntell document imaging/scanning system experience (a plus)

Duties/Responsibilities

• Achieve sales targets and generate new business opportunities
• Acquire new clients and expand relationships with existing customers
• Analyze customer needs and recommend suitable banking solutions
• Communicate banking updates and changes that impact clients
• Complete assigned tasks accurately and within deadlines
• Develop strong client relationships through excellent customer service
• Execute regular sales calling programs
• Generate core deposits and treasury service revenue
• Maintain and manage a consistent sales pipeline
• Maintain strong knowledge of banking products, pricing, and sales strategies
• Manage the Treasury Services sales process
• Prepare and present client proposals
• Promote automated, efficient, and cost-effective banking services
• Represent the bank in community and civic organizations

Skills/Knowledge/Abilities

• Complete a pre-employment background and credit screening
• Detail-oriented and able to work under pressure of deadlines
• Familiarity with financial software
• Proficient use and functional knowledge of Microsoft Office Suite (Excel, Word, PowerPoint
• Strong analytical skills required
• Strong verbal and written communication skills

Working Conditions

• Frequent communication with staff and customers.
• Occasional movement to access files and office supplies.
• Occasionally lift items up to 25 pounds.
• Primarily sedentary work with sitting and moving around the bank.
• Regular use of hands, fingers, and computer equipment.
• Visual focus is required for reading and data entry.
• The work environment is generally quiet to moderately noisy.

Benefits/Perks

• 401(k) retirement plan with company matching
• Company-paid life insurance and identity theft protection
• Competitive salary with bonus opportunities
• Comprehensive health, dental, and vision insurance with company contribution
• Fitness reimbursement program
• Flexible telecommuting days
• Paid Time Off (PTO) and paid holidays
• Paid volunteer program and employee assistance support
• Professional development opportunities
• Short-term and long-term disability coverage

Employer’s Statement

Cornerstone Bank is an Equal Opportunity Employer.