City National Bank · 4 days ago

Sales Officer Senior- Treasury Management

Columbia, SC

Full-time

Remote

Senior Level

$111K/yr - $190K/yr

7+ years exp

Maximize your interview chances

BankingFinance

Insider Connection @City National Bank

Discover valuable connections within the company who might provide insights and potential referrals.
Get 3x more responses when you reach out via email instead of LinkedIn.

Responsibilities

Uses proactive, consultative sales skills and strategies to identify needs and quantify service/product benefits of targeted clients and prospects within the assigned territory. Analyzes the requirements of the client/prospect and presents recommendations on applicable treasury management products/services that can assist the client with the management and efficient use of cash.

Develops treasury management sales plans in conjunction with relationship managers, regional managers, banking office managers and line officers to support existing and develop new treasury management clients. Coordinates customer/prospect calling activities with relationship managers and serves as primary technical expert for all treasury management products and services.

Fosters ongoing relationships with all line units within assigned territory by providing product/service information, attending officer meetings, conducting comprehensive training sessions and supporting the line unit's business development and client retention efforts.

Coordinates and manages the preparation and presentation of treasury management client proposals. Responsible for completion and submission of client service agreements and ensures that all services are properly implemented.

Meets regularly with existing customer base to expand existing business relationships by cross-selling additional treasury management/bank products and services. Responds to servicing requests as appropriate.

Participates in the development of new services or modifications of existing services as requested. Participates in the development of marketing strategies and sales objectives that are consistent with overall division objectives. Maintains an awareness of market conditions and customer buying criteria and provides current information on industry trends and competitive practices that may be used in the development and/or delivery of treasury management services to the appropriate manager.

Maintains a proactive commitment to established Bank programs, such as CustomerFirst, Community Reinvestment Act (CRA) and Equal Employment Opportunity.

Complies fully with all Bank Operational and Credit policies and procedures as well as all regulatory requirements (e.g. Bank Secrecy Act, Know Your Client, Community Reinvestment Act, Fair Lending Practices, Code of Conduct, etc.).

Completes all special projects as requested.

Qualification

Find out how your skills align with this job's requirements. If anything seems off, you can easily click on the tags to select or unselect skills to reflect your actual expertise.

Cash Management SalesTreasury Management ProductsSales TechniquesRelationship ManagementAccounting PrinciplesPayment ProcessingData AnalysisClient ProposalsMarket AwarenessCard Industry Knowledge

Required

Bachelor's Degree or equivalent

Minimum 7 years of cash management sales experience in a financial services environment required.

Minimum 4 years experience in managing/supporting medium to large account relationships required

Knowledge of sales techniques and principles to effectively market treasury management services.

Strong written and verbal communications skills.

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.

Must have knowledge of card industry issues and competitive products/services.

Demonstrates a strong understanding of accounting principles, financial concepts, payment processing and client accounting principles and operations.

Comprehensive understanding of the principles and practices associated with the analysis of business operations, accounts payables, general ledger and associated systems and interfaces