Treasury Management Sales Officer

Oxford Bank

Full-time - Mid Level

Credit Intermediation and Related Activities

About the position

The Treasury Management Sales Officer at Oxford Bank is responsible for driving revenue growth and managing deposit relationships within the Business Banking department. This role involves selling Treasury Management services to existing clients and establishing new client relationships, ensuring a comprehensive approach to client needs and service delivery.

Responsibilities

• Manage a portfolio of non-borrowing Treasury Management clients and execute a strategy to retain and further penetrate existing relationships.
• Manage the Treasury Management needs of an assigned portfolio of lending clients and work closely with the RM's to meet jointly identified goals.
• Pro-actively develop sales strategy to meet/exceed divisional and individual portfolio goals.
• Drive growth of revenue and profitability through selling a full suite of depository and Treasury Management services.
• Work with the V.P of Treasury Management to support staff in determining pricing strategies for competitive solutions.
• Obtain necessary account forms and agreements for new deposit relationships, ensuring compliance with due diligence requirements.
• Manage relationships requiring special services and coordinate customer service delivery for a consistent approach.
• Provide recommendations for additional sales collateral to enhance the sales process.
• Coordinate servicing and implementation for new services sold to clients with Retail, Business Banking, and Deposit Operations.
• Provide training and support for onboarding new department staff as requested.
• Install necessary Treasury Management equipment at customer locations or coordinate with partners for setup.
• Maintain current knowledge of external conditions, competition, and regulatory requirements to meet client needs.
• Provide pricing and product refinement recommendations to improve the competitive position of bank products and services.
• Track monthly sales and performance and manage annual client pricing reviews for profitability.
• Conduct relationship reviews on top clients at least annually.

Requirements

• Bachelor's degree in business, finance, or a related field.
• Minimum of three years' experience in banking or general sales.
• General knowledge of business deposit products and services.
• Strong analytical, negotiation, and problem-solving skills.
• Excellent verbal and written communication skills.
• Strong presentation skills.
• Ability to work independently and meet deadlines.
• Valid driver's license and access to an automobile for regional travel.

Nice-to-haves

• Experience in Treasury Management services or similar financial products.
• Familiarity with BSA compliance laws and regulations.

Benefits

• Full-time employment with competitive salary range.
• Opportunities for professional development and training.