Treasury Management Internal Sales Officer

About Us :

Join Dogwood, a North Carolina state-chartered community bank named as a Best Employer in North Carolina for multiple consecutive years! Dogwood has had immense success in recent years with a passion for serving our customers and communities. As a vital asset to Dogwood, our team members play a crucial role in delivering exceptional financial services through our branches and online offerings across the Carolinas and Tennessee. With deep roots in the communities we serve, we pride ourselves on being an employer of destination. At Dogwood, our core values of love and respect shine through in every aspect of our work. We are a dedicated team, committed to making a meaningful impact on the lives of our customers and communities.

Position Summary :

The Treasury Management Inside Sales Officer is responsible for actively selling and promoting treasury services to existing clients and developing customized solutions by utilizing a range of products. This role partners with bankers across the bank footprint to identify Cross Sell and deposit opportunities. The Treasury Management Inside Sales Officer provides solutions and technical product consulting for all facets of business receivables, payables and cash position management. The Treasury Management Inside Sales Officer manages needs analysis and on-boarding of additional services. This role supports the growth of our Commercial Card portfolio. This position develops and maintains relationships with key internal partners to facilitate product, pricing and process knowledge.

Key Responsibilities :

• Provides professional advice on Treasury Management ancillary services including Pcard, Merchant Services and ZSuite products.
• Meets assigned targets for profitable sales growth of Commercial Card.
• Develops and delivers sales presentations designed to educate and advise clients of Treasury Management products and services.
• Engages internal personnel to identify prospective clients or segments.
• Ensures that pricing presented to clients or internal sales stakeholders represents profitable, viable business to the bank, while also directly meets client's needs.
• Acts as support and an education resource for the selling of cards assigned to other company personnel.
• Establishes productive, professional relationships with key personnel in assigned customer accounts.
• Coordinates the customer involvement of other company personnel when needed, including support resources, team members, and management.
• Adheres specifically to all Bank policies and procedures, Federal and State regulations and laws.
• Utilizes outside training opportunities to expand knowledge and experience.
• Increases shareholder value through teamwork and superior customer service.
• Performs other duties as required.

Requirements

General Qualifications :

Physical & Mental Demands

Vision, hearing, speech, movements require the use of wrists, hands and / or fingers. Must be able to sit, stand, stop, bend and lift up to 50 pounds. Must have the ability to work the days and hours required to fulfill the essential functions of the position. Quick thinking, adaptability and exercise discretion when necessary.