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Treasury Solutions Sales OfficerValley • Coral Gables, FL
Treasury Solutions Sales Officer

Treasury Solutions Sales Officer

Valley • Coral Gables, FL
30+ days ago
Job type
  • Full-time
Job description

Job Description

Responsibilities include but are not limited to:
  • Work as a trusted advisor with all business clients, Homeowners Associations and Property Management Companies to deliver a tailored suite of services.
  • Demonstrate ability to assess client needs, possess strong advisory skills, and ability to identify solutions to meet client needs. Communicate client needs to support partners as appropriate.
  • Partner closely with client-facing teammates to consult on sales opportunities and provide the product expertise necessary to deliver the best possible solution to the client.
  • Ensure client satisfaction by understanding needs of all business clients, Homeowners Association and Property Management Company's needs and being their advocate at the bank.
  • Manage overall client satisfaction with regards to Cash Management/Treasury Solutions product/services.
  • Assist management in the development of new products and services, marketing materials, and the establishment of sales objectives.
  • Use Consultative Selling techniques with clients - prospects in determining what product sets and features best suit the client/prospect requirements.
  • Analyze account activity and balances for proposals, generate proposals, present to business clients, HOA Board and Property Management Company, and closes sale.
  • Obtain the required service agreements for requested product sets and account documentation.
  • Manage the implementation process along with Cash Management/Treasury Solutions Operations.
  • Support the Retail Bank's efforts in analyzing deposit relationships with both existing and prospective relationships.
  • Traveling: visiting clients and/or prospects 75% of the time
  • Attend assigned District Sales Manager meetings on at least a monthly basis.
  • Follow-up on all Sales calls.
  • Work with Territory Sales Managers, District Sales Managers and Commercial Lenders in identifying cash management/treasury solutions opportunities with both existing client base and prospect client base.
  • Support the Commercial Bank's efforts in analyzing deposit relationships with both existing and prospective relationship.
  • Attend assigned Commercial Bank Team's monthly meetings.
  • Follow-up on all Sales calls.
  • Work with Relationship Managers in identifying cash management/treasury solutions opportunities with both existing client base and prospect client base.
  • Responsible for a defined number of Retail Bank Sales Districts and Commercial Bank Sales Territories, which might differ from each other.
  • Attend various conferences, conventions, educational and networking events.
  • Become an active member in CAI or similar HOA/PMC Organizations.
  • Assist the efforts in the development of new cash management/treasury solutions product set and enhancements to existing product sets.
  • Act/assist as the liaison between the Bank and various vendors of cash management/treasury solutions services.
  • Create monthly sales reports reflecting pipeline of sales activities, new product sets sold, and lost business.

Requirements

Required Skills:
  • Must have the skill to review and analyze bank statements and apply the results to specific product sets.
  • Excellent communication, presentation with a trusted advisor approach, interpersonal and organizational skills.
  • Proficient knowledge of Excel - PowerPoint for proposal generation.
  • Broad and deep familiarity with US treasury management products, services and trends.
  • Superior sales and service abilities; Ability to assess client needs and provide solutions.
  • Thorough knowledge of all of the various Cash Management product sets and their applications, as well as knowledge of regulatory requirements.
Required Experience:
  • High School diploma or GED and a minimum of 7 years' experience in Treasury Solutions Sales.
  • Valid Driver's License.
  • Bachelor's Degree in a business-related field (Business, Accounting, Finance, etc) with a minimum of 7 years' experience in Treasury Solutions Sales preferred.
  • AAFP certification preferred.
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Treasury Solutions Sales Officer • Coral Gables, FL

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