Sunflower Bank, N.A. · 2 months ago
Treasury Management Officer III
San Diego, CA
Full-time
Hybrid
Senior Level, Lead/Staff
$150K/yr - $190K/yr
10+ years expSunflower Bank, N.A. is a full-service financial institution committed to serving its communities since 1892. They are seeking a Treasury Management Officer III to provide treasury product marketing, sales demonstrations, and financial analysis to customers and internal relationship managers, while also crafting proposals to win new business.
BankingFinancial ServicesWealth Management
Responsibilities
Provide an exceptional level of quality service for internal and external customers and respond to customers’ needs, questions and concerns in an accurate, effective and timely manner
Prepares pro-forma analyses of customer’s product sales potential and preparation of pricing proposal
Review and analyze current and potential commercial relationships and recommend appropriate products and services
Participates in design of marketing and sales programs aimed at the commercial customers for treasury management related products. Develops various prospecting and sales related materials and reporting to be used throughout the sales cycle
Preparation of appropriate Contracts, Agreements and documentation relative to the Treasury Management products and services offered in accordance with Sunflower Bank, N.A Policies and Procedures
Collaboration with other departments and team members on the preparation and presentation of Commercial Banking Proposals and Request for Financial Proposals (RFP’s)
Maintain industry knowledge of treasury management solutions and pricing to keep competitive
Leverages reporting and sales tools to proactively identify and successfully convert sales opportunities
Perform the job in accordance with applicable industry laws and regulations as well as the policies and procedures established by the company
Perform other duties as assigned
Qualification
Required
Minimum of 10 years of experience working in a financial institution
Ability to self-source opportunities with a successful track record with team selling and lead sharing
Current understanding of general Treasury Management products, offerings, Cash Flow cycles, and working capital
Preferred
Certified Treasury Professional (CTP) designation preferred
Bachelor's degree in Finance, Accounting, Business, Management, Economics or similar. Will consider previous experience in lieu of a degree
Minimum of 5 years of RFP experience with ability to create proposals
Ability to assess and manage risk/fraud with strong understanding of value propositions relating to TM solutions
Strong verbal and written communication skills
Strong problem-solving, strategic thinking, time-management and organizational skills
Strong ability to formulate partnerships with all levels in an organization
Benefits
401(k) Plan with 6% Match
Health/Dental/Vision Insurance
Company-paid Life Insurance
Tuition Reimbursement
Fitness Reimbursement
Paid Time Off
Volunteer Leave
Paid Holidays
Plus many more associate perks & incentives!
Company
Sunflower Bank, N.A.
Operating as Sunflower Bank and First National 1870, Sunflower Bank, N.A.
1001-5000 employees
Funding
Current Stage
Late StageLeadership Team
Neal E. Arnold
CEO & President
Glenn Flinn
Senior Vice President of Healthcare and Corporate Lending
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