Treasury Management Sales Officer

4 weeks ago

Winston Salem, United States First Horizon Corp. Full time

Location: Onsite at the location listed.

SUMMARY

The Treasury Management Sales Officer will be working directly with Virtual Business Banking and Inside Sales. Responsible for Treasury Management sales activities, including the development of new Treasury Management relationships, cross sell to existing relationships and the ongoing consultative support and retention of Treasury Management clients. This position will provide sales consultant support to the small business segment primarily housed in the Retail Bank. Sales activities may include direct partnership with Virtual Business Banking RM's in addition to partnership with Retail Banking leadership and associates.

Weekly Scheduled Hours: M-F, 8:00 am - 5:00 pm

ESSENTIAL DUTIES AND RESPONSIBILITIES

* Work under the direction of the Treasury Management (TM) Sales Manager to achieve market sales objectives for new Treasury Management business.
* Participate in assigned teams' sales meetings regularly, serve as key product partner for relationship managers for new treasury management sales, and virtually lead or attend calls on clients for cross sell and client retention and prospects as needed.
* Conduct regular Treasury Management training sessions and provide product updates for relationship managers and client support personnel.
* Regularly manage and update sales activities and pipeline in the system of record and provide complete and timely information to Sales Associate (SA)/Implementation Specialist (IS) to insure accurate product fulfillment.
* Work in partnership with Virtual Business Banking and Retail Banking leadership to identify joint business opportunities and support other's business initiatives for optimum success.
* Build general knowledge of Treasury Management products, services, industry trends, and competitive environment.
* Develop professional, consultative, and technical sales skills required to successfully support the Treasury Management product set.
* Performs all other duties as assigned.

QUALIFICATIONS

To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

EDUCATION AND/OR EXPERIENCE

* Bachelor's degree (B.A.) from four-year college or university and one to three years banking and treasury related experience.
* 8-10 years of direct selling of Treasury Management products.
* General knowledge of banking, depository, and Treasury Management products. General knowledge of accounting and financial programs, especially those most widely used by our clients.

LANGUAGE SKILLS

* Ability to analyze and interpret general business periodicals, professional journals, technical procedures, or governmental regulations.
* Good written and oral communication skills; ability to effectively present information and respond to questions from clients and partners.

COMPUTER AND OFFICE EQUIPMENT SKILLS

Proficiency with Internet, various virtual meeting platforms, Microsoft Office suite (Word, Excel and Powerpoint), general knowledge of accounting and financial programs and general knowledge of PC hardware/software.

CERTIFICATES, LICENSES, REGISTRATIONS

Certified Treasury Management Professional designation (CTP) a plus.

About Us

First Horizon is a leading regional financial services company, dedicated to helping our clients, communities and associates unlock their full potential with capital and counsel. With $81.7 billion in assets as of December 31, 2023, we serve clients through a team of approximately ~7,300 associates and ~418 banking centers throughout the southeastern United States. Headquartered in Memphis, TN, the banking subsidiary First Horizon Bank operates in 12 states across the southern U.S. First Horizon has been recognized as one of the nation's best employers by Fortune and Forbes magazines and a Top 10 Most Reputable U.S. Bank.

Benefit Highlights

* Medical with wellness incentives, dental, and vision
* HSA with company match
* Maternity and parental leave
* Tuition reimbursement
* Mentor program
* 401(k) with 6% match
* More -- FirstHorizon.com/First-Horizon-National-Corporation/Careers/Our-Benefits

Corporate Diversity Commitment:

We remain committed to creating a more equitable society, and that starts with our associates, our clients, and the communities we serve. We do this by elevating equity, providing capital and counsel, and committing to excellence in everything we do.

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