First Horizon Bank · 1 day ago
Senior Treasury Management Sales Officer
New York, NY
Full-time
Onsite
Senior Level
6+ years expFirst Horizon Bank is a leading regional financial services company dedicated to helping clients unlock their full potential. The Senior Treasury Management Sales Officer will perform all aspects of business development for Treasury Management product sales, focusing on client relationships and achieving sales goals.
BankingFinanceFinancial ServicesRisk Management
Responsibilities
Grow Treasury Product revenue through direct sales to meet all assigned goals
Utilize networking, community and public relations activities to identify prospective Treasury Management client opportunities
Perform product research and identify appropriate solutions for customer requirements and satisfaction
Communicate and coordinate with assigned Relationship Managers to support and develop relationships with business clients and partners
Review sales goals with Relationship Managers and ensure RMs are advised of calling strategies, product strategies and initiatives
Partner with Relationship Managers to develop annual business plans that include prospect and client growth objectives and collaboratively track success to plan throughout the fiscal year
Understand client business goals, environments, strategies and industry trends to become a trusted advisor and to identify solutions to solve for customer pain points
Understand our competitors’ environment, capabilities and gaps to effectively position First Horizon Treasury Management Services value proposition
Prepare analysis pro forma and sales proposals for client presentations with the support of the Treasury Management Sales Analyst
Demonstrate proficient in knowledge of all strategic TM solutions and their benefits to our clients
Perform solutions oriented working capital analysis to drive product adoption for clients and prospects
Participate on client calls and analyze client treasury services requirements
Assist Treasury clients with product training and product demonstrations as needed
Manage work load of assigned Treasury Management Sales Analyst for efficient onboarding and exceptional client experience
Gather data and prepare reports for Sr. Management and Relationship Managers
Support onboarding and Treasury Management Support teams as needed
Track sales activities and timelines to ensure that the deliverables within onboarding project plans are met and are on-time
Administer work according to internal and external policies and procedures of the bank
Support organizational growth
Other duties as assigned
Qualification
Required
Bachelor's Degree required
6+ years of experience in Treasury Management Sales
Knowledge of Account Analysis and Treasury Management Pricing required
Understanding of Payment and Receivable processes and working capital and cash flow analysis
Excellent communication skills required, both written and verbal
Strong attention to detail and good planning and organization skills
Seize opportunities without direction
Proficient in working capital and cash flow conversion analysis
Excellent Client Service skills
Able to modify sales approach to suit client personalities
Adaptable, open to, and respectful of differing points of view
Ability to cope with organizational change in a positive manner
Anticipate change in business environment
Able to manage multiple demands and shifting priorities
Proficient computer skills; Microsoft Word, Excel and Outlook
Preferred
CTP or MBA Preferred
Technical expertise is preferred
Benefits
Medical with wellness incentives, dental, and vision
HSA with company match
Maternity and parental leave
Tuition reimbursement
Mentor program
401(k) with 6% match
Company
First Horizon Bank
First Horizon Bank provides personal, business, and corporate banking, and private client services, to families and businesses.
5001-10000 employees
Funding
Current Stage
Late StageLeadership Team
Hope Dmuchowski
Chief Financial Officer
Anthony J. Restel
Chief Banking Officer
Recent News
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