Treasury Management Sales Officer

Town And Country Bank - Decatur, IL

- Mid Level

Decatur, IL

Management of Companies and Enterprises

About the position

This position is responsible for the management, coordination and execution of the Treasury Services sales growth and client servicing strategies. Essential responsibilities require consistent and direct communication with sales, product management, and operations team members and the ability to drive a successful sales culture via client-facing involvement and regular in-market client calls. In addition, this role requires a working knowledge of key industry business banking and treasury management products as well as a solid background in banking operations and technology. Embraces and promotes Town and Country's core values of teamwork, achievement, passion and positive thinking.

Responsibilities

• Coordinates with the local market staff to identify prospective and existing clients to develop and increase treasury management services resulting in new and diversified income streams of service charge income and core deposits and investments.
• Actively engages in the direct selling process including consistent and regular on-site prospect and client calls focusing on sales and service opportunities.
• Assists in the development of portfolio planning and management and client prioritization exercises.
• Growth and retention of core deposits, investments and treasury management services. Generation of new leads as well as sales appointments for both prospect and existing clients.
• Develops and provides actionable client target lists for specific projects based upon applicable criteria.
• Actively markets and sells cash management, merchant, remote teller, and other applicable small business services.
• Reports monthly sales, pipeline development, and provides information for regular interval performance reviews to leadership and to be used for individual coaching and performance evaluation purposes.
• Collaborates with product management and bank operations on a regular basis to service existing customer relationships.
• Maintains awareness of the trends and new developments in the coordination, development and execution of new and existing services.
• Negotiates the pricing of services internally and externally to ensure acceptable competitiveness and profitability.
• Provides coaching, guidance and effective training to clients on products features and enhance and increase sales officer productivity and development.
• Directly assists clients with troubleshooting and onboarding of Treasury Management products.
• Provides coaching, guidance, and effective training to clients on product features remotely or via outside client calls.
• Completes contracts, documentation, risk analysis, and onboarding for Treasury Management clients.
• Collaborates on team projects, initiatives and broader strategic relationship development efforts.

Requirements

• Strong executive presence both internally/externally
• Ability to generate new ideas, identify and drive development of new business
• Demonstrated leadership and selling skills
• Excellent listening, organizational and communications skills, both verbal and written
• Strong industry/market knowledge
• Ability to mobilize and motivate internal networks and resources
• Strong financial and technology skills