Treasury Management Sales Officer

Centier Bank - Lafayette, IN

Full-time - Mid Level

Lafayette, IN

Credit Intermediation and Related Activities

About the position

The position involves working closely with Commercial and Business Bankers to grow deposits and Treasury product fee income. The role requires being a trusted advisor to customers, assessing their needs, and recommending effective Treasury Management solutions. The ideal candidate should be self-sufficient, possess excellent communication skills, and be goal-driven, with flexibility to travel to different Centier locations as needed.

Responsibilities

• Sales role to include cross-sell and new business development.
• Develop effective strategies for maintaining and growing new and existing customer relationships to achieve established objectives.
• Expand client relationships by communicating product changes, addressing client needs, and answering technical questions.
• Be a valued partner for the Business Banking and Retail groups through training and joint calling on existing and new business opportunities.
• Represent Centier in community activities including business, charitable, civic, and social events.
• Coordinate customer service delivery and relationship management to ensure a coordinated and consistent approach.
• Track sales calls and closed deals including deposits and fee income.
• Maintain current knowledge of external conditions including competition, demographics, and regulatory requirements to ensure client needs are met.
• Provide analysis, initiate projects and processes to improve efficiency.
• Manage large business portfolios and account relationships.

Requirements

• A college degree and at least 5 years of proven success in direct sales in Treasury Management.
• Strong financial analysis experience with new and existing Business Banking relationships.
• Excellent presentation skills.
• Strong organizational and time management skills.
• Proven ability to develop strong partnerships with associates, prospects, and current clients.

Nice-to-haves

• Experience in community engagement and representation.
• Familiarity with regulatory requirements in banking.

Benefits

• Access to Marathon Health Clinics providing free visits and prescriptions.
• Generous Paid Time Off benefit.
• Tuition Reimbursement.
• 401K match.
• Associate Stock Ownership Plan.
• Daycare Reimbursement.
• Free Onsite Fitness Center/Fitness Reimbursements.
• Health and Wellness Programs.
• Career Growth opportunities.
• Work/Life Balance.