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Zions Bancorporation · 3 weeks ago

Treasury Management Sales Officer

Logan, Utah, United States

Full-time

Onsite

Entry, Mid Level

Zions Bancorporation is committed to being the premier employer of choice in the banking industry. They are seeking a Treasury Management Sales Officer to develop and maintain client relationships, understand their business needs, and provide tailored treasury management solutions.

AgricultureBankingFinanceFinancial Services

Responsibilities

Develop and maintain strong relationships with clients to understand their treasury management needs and provide tailored solutions

Identify new business opportunities and cross-sell treasury management products and services to existing and prospective clients

Collaborate with internal partners, including relationship managers and product specialists, to deliver comprehensive client solutions

Prepare and deliver presentations and proposals to clients, demonstrating the value and benefits of treasury management offerings

Manage the implementation process for new treasury management services, ensuring a smooth transition and high client satisfaction

Provide ongoing support and training to clients on treasury management products, systems, and best practices

Stay current on industry trends, regulatory changes, and competitive offerings to effectively position products and services

Achieve assigned sales goals and contribute to the overall growth and profitability of the treasury management business

Maintain accurate records of sales activities, pipeline, and client interactions in the CRM system

Perform other duties as assigned to support the treasury management team and organizational objectives

Qualification

Treasury management experienceRelationship managementSales skillsBanking knowledgeProblem resolutionCustomer serviceMultitasking abilityBachelor's degreeCommunication skillsAttention to detail

Required

Some experience in banking, treasury/cash management, product sales, relationship management, lending, or other directly related experience. A combination of education and experience may meet job requirements

Working knowledge of banking, treasury management, banking/treasury products, and procedures

Solid sales, client product, and relationship management skills

Strong influence, problem resolution, customer service, and communication skills, both verbal and written

Ability to effectively multitask, complete assignments, and meet deadlines

Good attention to detail

Bachelor's degree in business, finance, or a related field