Treasury Management Sales Officer

Summary

The Treasury Management Sales Manager will be responsible for developing and executing sales strategies to drive revenue growth for the organization's treasury management products and services. The successful candidate will work closely with the sales team to identify and pursue new business opportunities, as well as manage existing client relationships to ensure customer satisfaction and retention.

• Develop and implement sales strategies to achieve revenue targets for treasury management products and services
• Identify and pursue new business opportunities through prospecting, networking, and relationship building
• Manage existing client relationships to ensure customer satisfaction and retention
• Collaborate with internal teams to ensure timely and accurate delivery of treasury management products and services
• Provide regular reporting and analysis of sales performance and market trends
• Stay up-to-date with industry trends and best practices to inform sales strategies and tactics

• Develop and implement sales strategies to achieve revenue targets for treasury management products and services
• Identify and pursue new business opportunities through prospecting, networking, and relationship building
• Manage existing client relationships to ensure customer satisfaction and retention
• Collaborate with internal teams to ensure timely and accurate delivery of treasury management products and services
• Provide regular reporting and analysis of sales performance and market trends
• Stay up-to-date with industry trends and best practices to inform sales strategies and tactics

• Managing a team of Treasury Manager Sales Officers across the Sunwest Bank footprint, responsible for selling treasury management products and services.
• Demonstrates high degree of professionalism in communication, attitude and teamwork with customers, peers and management
• Demonstrates high level of quality work, attendance and appearance
• Adheres to all Company Policies & Procedures and Safety Regulations
• Adheres to local, state and federal laws
• Understands and complies with all company rules and regulations
• Attends training and maintains a basic knowledge of procedures to ensure compliance with laws and regulations governing financial institutions, as they apply to your position and job responsibilities, with an emphasis on the BSA/AML/CIP, Consumer Privacy, Regulation CC, Information Security, Bank Protection Act, FACT-Identity Theft, Information Technology and GLBA.
• Additional duties as assigned as it relates to the position.

• Bachelor's degree in business, finance, or a related field
• 5+ years of experience in sales, preferably in treasury management or financial services
• Proven track record of achieving sales targets and driving revenue growth
• Excellent communication, negotiation, and relationship-building skills
• Strong analytical and problem-solving skills
• Ability to work independently and as part of a team in a fast-paced, dynamic environment
• Proficiency in Microsoft Office and CRM software

• Adaptability
• Communication
• Decision Making
• Initiative
• Innovation
• Motivator
• Organization
• Professionalism
• Results Orientated

• Standing, walking and squatting less than fifty percent of the work shift
• Required to lift, move and carry up to 40 pounds
• Ability to read, count and write to accurately complete all documentation and reports
• Must be able to see, hear and speak in order to communicate with employees and other customers
• Specific vision abilities include close vision, distance vision, peripheral vision, depth perception and ability to adjust focus
• Manual dexterity required using hands to finger; handle, feel and type; reach with hands and arms

The work space is clean, orderly, properly lighted and ventilated