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Sunwest Bank · 4 days ago

Treasury Management Sales Officer

Irvine, CA

Full-time

Onsite

Senior Level

5+ years exp

Sunwest Bank is seeking a Treasury Management Sales Officer responsible for driving new business through the sales of treasury services. The role involves consulting with the Relationship Management team to ensure clients are offered tailored products, while also participating in customer calls and providing client support.

BankingCommercial LendingFinancial ServicesFinTechPayments

Hiring Manager

Samuel Hacker

Responsibilities

Generate new business through identifying market opportunities through cold calls, warm leads & referrals

Drive new sales opportunities by determining client needs and cross-selling treasury products and services to internal & external clients

Maintain active sales pipeline and provide real time updates available tools

Provides support to the RM group to educate and sell additional products to clients via onsite and telephonic meetings

Maintain relevant working knowledge of industry practices pertaining to the full suite of products and services offered

Handle in-bound customer service inquiries, training and support requests pertaining to Treasury Management & Internet Banking products and services, while ensuring customer service quality

Reviews and ensures the completeness, accuracy and adequacy of signed customer agreements, maintenance requests and cancelation forms

Understand and comply with requirements of all laws and regulations applicable to the position

Complete new client setup and/or deletion requests and client training in all related products and services

Assist in fulfilling the department’s audit requirements and ensure the implementation and completion of agreed audit recommendations

Provide support to Bank employees in all areas of Electronic Banking and Treasury Management products and services

Server as a subject matter expert on system capabilities, client onboarding process & worksheets and bank agreements related to Treasury Management services

Demonstrates high degree of professionalism in communication, attitude and teamwork with customers, peers and management

Demonstrates high level of quality work, attendance and appearance

Adheres to all Company Policies & Procedures and Safety Regulations

Adheres to local, state and federal laws

Performs any other duties that may be assigned by warehouse manager

Understands and complies with all company rules and regulations

Attends training and maintains a basic knowledge of procedures to ensure compliance with laws and regulations governing financial institutions, as they apply to your position and job responsibilities, with an emphasis on the BSA/AML/CIP, Consumer Privacy, Regulation CC, Information Security, Bank Protection Act, FACT-Identity Theft, Information Technology and GLBA

Additional duties as assigned as it relates to the position

Qualification

Treasury Management experienceSales skillsBanking compliance knowledgeClient trainingProblem-solving abilityVerbal communication skillsWritten communication skillsInterpersonal skills

Required

5 years of related Treasury Management experience and/or training; or the equivalent combination of education and experience. Educational experience, through in-house training sessions, formal school or financial industry related curriculum, should be applicable to the financial industry

Some knowledge of related state and federal banking compliance regulations, Bank operational policies and procedures, and the Bank's products and services

Exceptional verbal, written and interpersonal communication skills, with the ability to apply common sense to carry out instructions and instruct others, train personnel, write reports, correspondence and procedures, and speak clearly to customers and employees

Ability to deal with complex problems involving multiple facets and variables in non-standardized situations

Ability to work with no supervision while performing duties