Treasury Management Sales Officer

4 weeks ago

San Antonio, Texas, United States Gpac Full time
Treasury Management Sales Officer Job Description

This role is responsible for developing new business and enhancing relationships by meeting the product and service needs of clients and prospects. The sales process involves analyzing cash flow and operations, structuring client-specific treasury management solutions, and formulating sales and presentation strategies to achieve goals and increased fee income.

Key Responsibilities:
  • Communicate client-specific marketing strategies for assigned areas and maintain an effective, active, and volume-driven calling effort to develop new business with existing and prospective clients.
  • Provide high-quality client service while performing a wide variety of services such as assisting clients with questions, changes, or concerns regarding Cash Management products, Online and Mobile Banking, Remote Deposit Services, or existing accounts.
  • Advise clients and prospects on product selection and account structures, proactively cross-selling and referring as appropriate all Bank products and services.
  • Follow up with clients and prospects to close sales, obtain fully executed contracts and documentation, and direct implementation with the appropriate Service areas.
  • Review account and product activity of existing customers to identify additional opportunities.
  • Ensure compliance with all applicable State and Federal banking regulations, bank policies, and procedures, including the Bank Secrecy Act/Anti-Money Laundering Program and Information Systems Security Policies.
  • Represent the Bank to clients in a courteous and professional manner.
  • Provide prompt, efficient, and accurate service in processing requests and transactions.
  • Resolve a variety of client complaints and inquiries, maintaining contact with clients through telephone or written communication, as required.
  • Regularly drive to offsite locations for business development calls and client meetings.
Requirements:
  • Demonstrated proficiency and expertise with personal computers in a networked environment and Microsoft applications (Outlook, Word, Excel, Access, and PowerPoint) or similar software.
  • Knowledge of or ability to use Bank software, including cash management and electronic banking systems.
  • Strong written and verbal communication skills, with the ability to interact effectively with management, staff, and clients at all levels.
  • Ability to multi-task between different stages of the sales process (presentation, approval, set-up, install, and training, etc.).
  • A thorough knowledge of Bank products and services.
  • Strong organizational skills, including the ability to prioritize and multi-task and maintain well-organized electronic files.
Education and Experience:
  • Bachelor's degree in Business or Finance from a four-year college is preferred.
  • Five years of banking experience and/or training, with a minimum of two years of treasury management or banking sales experience.
  • Or an equivalent combination of education and experience.
  • Work experience must demonstrate progressive levels of responsibility in a banking environment.

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