Treasury Management Sales Officer

$70,000 - $105,000/Yr

CTBC Investments Company - Los Angeles, CA

Full-time - Mid Level

Los Angeles, CA

Management of Companies and Enterprises

About the position

The position is responsible for the development and direct sale of Treasury Management products and services to new clients, as well as the expansion of existing treasury management customer relationships. The role supports the business development activities of CTBC front line units and develops sales strategies to aggressively increase the sale and use of treasury management products and services for the designated customer and prospect base.

Responsibilities

• Conduct customer/prospect needs analysis and develop proposed service solutions/sales presentations to assist businesses and organizations to make efficient use of cash
• Coordinate sales efforts with relationship officers and team members in order to acquire new business and strengthen existing client relationships
• Maintain current knowledge of all treasury management products and services offered
• Provide product sales support to commercial bankers within your coverage area to assist in generating new business from prospective commercial bank clients
• Directly interface with the client's CFO, CEO, Controller, Treasurer & Accounting Staff
• Understand & evaluate clients' business needs by employing a consultative sales approach to determine their requirements and recommend solutions
• Evoke meaningful discussions with clients around their critical issues and propose integrated Treasury Management and banking solutions
• Nurture and deepen existing commercial banking client relationships
• Conduct banker portfolio and client relationship reviews to generate new business
• Prepare and present competitor statement analyses and product proposals
• Support the Proposal & RFP bidding processes
• Proactively keep Commercial Banking offices and clients abreast of new products, enhancements and industry developments
• Create and maintain a solid working relationship with the overall banking team, product partners, and colleagues throughout CTBC

Requirements

• Bachelor's degree in related field is preferred
• 5+ years of treasury management, banking and client interfacing experience
• Knowledge of the practices and regulations that govern the banking industry and the implications of federal, state and local regulations affecting cash management activities
• Awareness of industry issues and competitive products/services
• Experience in managing/supporting medium to large account relationships preferred
• Knowledge of Treasury Management products, banking & the client sales cycle
• Ability to gather, arrange, compile, interpret, analyze, summarize and evaluate information and data to identify sales opportunities and formulate conclusions and recommended actions
• Ability to set priorities, objectives and goals
• High degree of professionalism
• Excellent written and verbal communication skills
• Excellent consultative selling & negotiation ability
• Attention to detail and consistent follow-up skills
• Proficiency in MS Office, internet applications & pipeline reporting systems

Benefits

• Full benefits package