Treasury Management Sales Officer

First Harrison Bank - New Albany, IN

Full-time - Mid Level

New Albany, IN

Credit Intermediation and Related Activities

About the position

The Treasury Management Sales Officer is responsible for driving business growth by selling Treasury Management products and banking solutions to new and existing customers. This role involves collaborating with business development officers and branch managers, providing customer support, and maintaining a deep understanding of the bank's offerings to meet customer needs effectively. The officer serves as a trusted advisor, develops strategic visions for Treasury Management, and actively participates in sales planning and execution.

Responsibilities

• Work independently and partner with officers to develop new and deepen existing customer relationships
• Generate new business by identifying market opportunities through calls and referrals
• Meet sales goals for Treasury Management and cross-sales of bank products and services
• Develop a target list of prospects using bank and external data sources
• Perform product demonstrations and implementations via telephone, in-person, or email
• Provide consultative services recommending operational changes and Treasury Management solutions
• Drive new sales opportunities by determining customer needs and cross-selling bank products and services
• Deepen established customer relationships through regular check-in calls
• Participate in new customer onboarding
• Gather and prepare materials for relationship reviews and RFPs
• Attend Officer Loan Committees
• Actively participate in the sales planning process
• Develop long-term product vision and strategy for Treasury Management
• Identify ways to enhance revenue and profitability through product bundling and pricing innovation
• Review current product/service pricing and recommend new fee schedules
• Streamline the account opening and implementation process of products and services
• Determine revenue and profitability projections for Treasury Management department and products
• Assist with the development of sales materials, campaigns, and product information
• Maintain in-depth knowledge and serve as subject matter expert on system abilities and industry best practices
• Remain informed of new developments in Treasury Management
• Understand competitor capabilities and position bank solutions accordingly
• Prepare monthly sales and pipeline reports for management review
• Educate and advise bank employees on Treasury Management solutions
• Identify and monitor appropriate metrics
• Maintain involvement in community activities and organizations
• Develop and maintain a referral network with centers of influence
• Understand and implement bank policy, regulatory changes, and audit recommendations
• Conduct customer and service risk assessments
• Review and ensure completeness and accuracy of signed customer agreements and forms

Requirements

• Bachelor's degree in a business or communications field required
• 5+ years Treasury Management experience with existing commercial relationships preferred
• Strong sales skills and customer service experience
• Ability to offer and demonstrate products and services to customers
• Strong analytical and problem-solving skills
• Effective written and verbal communication skills
• Excellent interpersonal skills
• Strong time management and organizational skills
• Maintain involvement in a community leadership or high visibility role
• Strong Windows-based PC and software skills (Word, Excel, PowerPoint, Outlook)

Nice-to-haves

• Driver's License (Preferred)
• Ability to Commute to New Albany, IN 47150 (Preferred)
• Ability to Relocate to New Albany, IN 47150 before starting work (Preferred)

Benefits

• Bonus opportunities