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Treasury Management Deposit Officer
1 month ago
The
Treasury Management Deposit Officer
is responsible for developing new Deposit and Treasury Management business relationship for specific target markets of small to medium size businesses.
Develop and execute Deposit and Treasury Management Sales and Prospecting Plan
Acquire and develop new deposits and Treasury Management solutions in specific bank regions and industry verticals
Establish relationships with referral sources and centers of influence to market deposit and Treasury Management services
Works independently and with team members on prospecting efforts and expansion of business relationships; generates cross-sell opportunities and referrals
Requires in depth knowledge of the bank's requirements and account opening processes for business customers
Maintain comprehensive knowledge of the bank's deposit and Treasury Management products and services, appropriately identify solutions based on customer need
Manages entire sales process including developing and writing proposals, making customer presentations and executing customer agreements
Requires work on physical bank premises and extensive local travel
Requirements:
3-5 years of business development, deposit gathering and Treasury Management Services
Bachelor's degree or equivalent educational/work experience
Skills:
Working knowledge of Microsoft Excel and MS Word; basic keyboarding and calculator skills' must be able to do simple math and carry out written instructions
Working conditions are generally favorable
Work occasionally requires more than 40 hours per week to perform the essential functions of the position
Lifting in an office setting may be required up to 30lbs
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