Treasury Management Sales Officer

The Treasury Management Officer’s responsibilities selling all Treasury Management products and services by calling on existing and prospective business customers, developing relationships, and providing creative product solutions in a consultative manner.

• Responsible for identifying and achieving financial goals for product lines and understanding market pricing dynamics.
• Measure product results understand product dynamics, and ensure highest product quality.
• Identify and target potential customers and/or markets for products.
• Influence sales force regarding strategies, markets and customers.
• Recommend new products or enhancements as changes are warranted or justified.
• Understand customer business requirements.
• Participate in industry conferences and seminars; keep abreast of changes, trends, etc. in the marketplace.
• Fielding Cash Management customer service issues – such as Online Banking password resets, COPS questions, or assistance with processing ACH or Remote Deposit Files.
• Coordinate training with internal and external clients
• Coordinate Cash Management annual renewal documentation in accordance with Bancorp approved ACH and Remote Deposit Policies
• Responsible for participating and/or leading various cash management projects
• Provides product knowledge on Cash Management services to existing and prospective customers.  
• Assist with customer communications related to Cash Management products and services.
• Provides internal and external product knowledge and sales support on merchant services, including branch training and customer visits.