Renasant Bank · 2 months ago
Treasury Sales Officer II
Nashville, TN
Full-time
Onsite
Senior Level
5+ years expRenasant Bank is seeking a Treasury Sales Officer II to effectively sell the Bank’s depository and treasury solutions services to clients. The role involves managing relationships with existing customers, developing new treasury business, and achieving deposit and fee income goals while providing exceptional customer service.
BankingConsultingFinancial Services
Responsibilities
Achieve/exceed key objectives and goals in business development, client retention, deposit growth, portfolio quality, fee income, cross sales, referrals, client satisfaction, and knowledge of treasury management solutions
Call on new and existing business clients to develop and close treasury management sales business
Proactively review assigned client base and identify deposit and treasury management services solutions, and cross-sale opportunities based on customer needs and complete the sale
Refer and engage business partners (i.e., commercial lending, branches, wealth and insurance, etc.), as appropriate
Develop treasury solutions sales proposals and pricing pro formas for prospective and existing clients to further develop and strengthen business relationships
Conduct annual treasury management reviews for top tier business clients
Maintain up to date and working knowledge of treasury management sales programs, products, and services, as well as applicable federal and state regulatory and compliance requirements
Deliver internal treasury management presentations and participate in sales meetings, joint call planning, and prospect development in partnership with region’s business lending and branch calling officers
Partner with business lenders and branch calling officers in pre-proposal discussions to fully understand client needs and shape preferred solutions
Actively participate in joint client and prospect calls and presentations with business lenders and branch sales officers to further business development and sales efforts; lead treasury management discussions with clients and prospects, identifying and assessing client needs and challenges and communicating features/benefits of Bank programs and treasury management products and services
Prepare contracts and implementation documentation in accordance with all account opening, account ownership verification, and treasury management services set-up processes; review and check documents for completeness, accuracy, and conformance with applicable rules/regulations and procedural requirements
Directly responsible for managing and retention of client’s operating business by ensuring client satisfaction
Provide an exceptional level of quality service for internal and external customers
Ability to assess customer needs and understand customer requirements, translating into sales deliverables across a wide array of treasury management products and technologies
Proven ability to develop and maintain open, professional, positive, and productive relationships; demonstrate cooperative behavior with management, business partners, customers, and co-workers and work effectively as a team member
Strong functional and technical knowledge of existing and developing treasury management services, documentation, and internet technologies
Strong working knowledge of all products, services, and programs with demonstrated sales and business development skills
Strong ability to maintain and manage personal composure when confronted with a difficult situation and/or customer, with the ability to provide information, data, advice, and solutions, as well as gain trust and respect
Excellent listening, verbal, written, and business communication skills delivered in person, via phone, or email, including effective questioning strategies, negotiations skills, presentation techniques, and training delivery skills with the ability to read, write, speak, and understand English well
Demonstrated organizational and time management skills with the ability to effectively multitask, complete assignments, and meet deadlines in a timely manner
Ability to work independently, under limited direction/supervision, exercising independent judgment, referencing available resources, and demonstrating a high level of accuracy and attention to detail
Unquestionable integrity and demonstrated ability to maintain confidentiality in handling sensitive and confidential information required
Maintain working knowledge and ensure compliance with applicable regulatory requirements, and follows all Bank policies, procedures, and guidelines
Advanced PC experience using MS Office products (Word, Excel, Outlook, Adobe), with the ability to adapt to learn and support new products and technologies quickly
Perform other related duties as assigned
Qualification
Required
Bachelor's degree, or high school diploma (or equivalent) with equivalent work experience
Minimum of 5 years of prior treasury sales or equivalent experience
Strong understanding of treasury products including more complex offerings such as Payments, Integrated Receivables (lockbox), Commercial Card and Escrow Management
Working knowledge of working capital concepts, relationship pricing, and deal flow management
History of meeting and exceeding deposit and revenue goals and the ability to call independently
Proven track record for developing new sales, closing sales, and achieving annual objectives for treasury management sales goals, fee income generation, cross sales, and referrals
Ability to assess customer needs and understand customer requirements, translating into sales deliverables across a wide array of treasury management products and technologies
Proven ability to develop and maintain open, professional, positive, and productive relationships; demonstrate cooperative behavior with management, business partners, customers, and co-workers and work effectively as a team member
Strong functional and technical knowledge of existing and developing treasury management services, documentation, and internet technologies
Strong working knowledge of all products, services, and programs with demonstrated sales and business development skills
Strong ability to maintain and manage personal composure when confronted with a difficult situation and/or customer, with the ability to provide information, data, advice, and solutions, as well as gain trust and respect
Excellent listening, verbal, written, and business communication skills delivered in person, via phone, or email, including effective questioning strategies, negotiations skills, presentation techniques, and training delivery skills with the ability to read, write, speak, and understand English well
Demonstrated organizational and time management skills with the ability to effectively multitask, complete assignments, and meet deadlines in a timely manner
Ability to work independently, under limited direction/supervision, exercising independent judgment, referencing available resources, and demonstrating a high level of accuracy and attention to detail
Unquestionable integrity and demonstrated ability to maintain confidentiality in handling sensitive and confidential information required
Maintain working knowledge and ensure compliance with applicable regulatory requirements, and follows all Bank policies, procedures, and guidelines
Advanced PC experience using MS Office products (Word, Excel, Outlook, Adobe), with the ability to adapt to learn and support new products and technologies quickly
Preferred
CTP or other financial industry certifications preferred
Strong knowledge of treasury products
Expert sales and new business development skills
Excellent customer service/relations skills
Excellent presentation, verbal, and written communication skills
Company
Renasant Bank
Renasant Bank is a financial institution offering mortgage, personal, business, and digital banking services.
1001-5000 employees
Funding
Current Stage
Public CompanyTotal Funding
$217M2024-07-29Post Ipo Equity· $217M
1992-05-01IPO
Leadership Team
Jim Mabry
Chief Financial Officer
Chris Maddox
Market President
Recent News
2026-01-16
Company data provided by crunchbase