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Treasury Management Sales Officer
4 months ago
Build Your Future Here:
Thinking of changing jobs or starting your career at a growing company with an award-winning culture? Well you are in the right place. Join us on our journey to being the Best Community Bank in America. Our motto is Working Together. Building Success. and by joining Peoples Bank, we will work together to help you achieve your career goals, just like we help thousands of clients reach their financial goals.
Peoples Bank is one of the largest 150 banks in the United States with 130 full-service bank branches in Ohio, West Virginia, Kentucky, Virginia, Washington D.C. and Maryland. We also have Specialty Finance offices in Minnesota, Missouri and Vermont. Peoples Bank prides itself as a community bank and dedicates its resources to improving our communities. The Peoples Bank Foundation celebrated its 20th anniversary in 2023, donating over $7 million to local organizations since its inception.
We are proud to share national accolades that celebrate our company culture and recognize us as a great place to bank:
* American Banker Best Banks to Work For in 2021, 2022, and 2023
* Top Workplaces USA national award in 2022, 2023, and 2024
* Newsweek's America's Best Banks 2023, and 2024
At Peoples Bank, we know that there is more to life than work. But we also understand that the quality of the work environment and employee benefits can greatly impact an associate's life. That's why we seek to create a great benefits package for our associates including: 401(k) retirement plan with an employer match, employee stock purchase plan, various education assistance programs such as student loan and tuition paydown/reimbursement, paid vacation and holidays, and much more. For full details of our benefits offerings, please visit: peoplesbancorp.com/about-us/find-a-career/
Job Purpose
This position is responsible for driving new business through the sales of treasury services offered by the Bank. They are also a consultant and business partner to the Relationship Management (RM) team to ensure all Bank clients are offered the specific solutions to fit their individual needs. This can be accomplished through customized sales proposals, conducting cost/benefit analyses, building multiple pricing scenarios and identifying pricing improvements and margin opportunities. Participates in customer calls individually or jointly with partners. Partners with the Commercial Client Advisors team to provide exceptional customer service.
Job Duties
* Develops and maintains profitable and quality cash management relationships with customers.
* Responsibilities include sales prospecting, product pricing and structuring, customer proposals and consultation with clients and prospects.
* Partner with the Commercial Client Advisors group to provide superior customer service to the commercial clients in your portfolio and market areas.
* Perform an Annual Relationship Review for your commercial clients.
* Meet individual budgeted sales goals for deposits, business service charges, and other fee income line items as specified
* Assists in the development and delivery of a marketing plan.
* Identifies Treasury Management sales opportunities through consultative, needs-based selling with both prospects and clients.
* Carries out market, portfolio, and deposit strategies while identifying cross-sell opportunities for other lines of businesses within the bank.
* Maintains strong industry knowledge, staying current on competitor offerings, and provides market and competitor feedback to ensure competitiveness.
* Develop and maintain referral networks with appropriate industry contacts and centers of influence.
* Maintain an in-depth working knowledge of all treasury management products and solutions and present client demonstrations as necessary.
* Should maintain a minimum of one leadership or "high visibility" role outside the company.
* Mentors other Treasury Management colleagues.
* Will perform special projects as assigned.
Education, Experience and Job Skills
* Bachelor's Degree or equivalent (5 years of proven sales experience) required.
* Two or more years in Treasury Management, Commercial or Business Banking sales required.
* Advanced sales, negotiation, and communication skills required.
* Knowledge of bank products and continual development of product expertise is a must.
* AAP or CTP designation or acquired within two years of being in the position.
* Must have excellent written and verbal (face-to-face and phone) communication skills including professional grammar and demeanor.
* Ability to develop working relationships with individuals at all levels of an organization.
* Strong organizational details with attention to detail.
* Team player.
Basic Qualifications
* Bachelor's Degree or equivalent (5 years of proven sales experience) required.
* Two or more years in Treasury Management, Commercial or Business Banking sales.
Equal Opportunity Employer M/F/Disabled/Vet;
If you are unable to complete this application due to a disability, contact humanresources@pebo.com to ask for an accommodation, alternative application process or other inquires.
