Deerwood Bank · 1 week ago
Treasury Management Sales Officer
Baxter, MN
Full-time
Onsite
Senior Level
$95K/yr - $125K/yr
5+ years expDeerwood Bank is seeking a full-time dedicated and professional Treasury Management Sales Officer. This role is responsible for driving business growth through the sale of depository and Treasury Management products and services, expanding the bank's client base, and generating revenue by developing new relationships with business clients.
BankingFinancial Services
Responsibilities
Lead New Business Development: Identify and engage prospective business clients, building a pipeline of new depository and Treasury Management opportunities through proactive outreach and relationship building
Sales Growth: Maximize sales of Treasury Management products by collaborating closely with Business Bankers, effectively cross-selling products, and identifying new revenue streams. Meet and exceed set deposit and fee income targets
Collaborative Sales Efforts: Participate in joint calls with Business Bankers and other internal teams to uncover new sales opportunities and ensure alignment of business goals
Client Relationship Expansion: Cultivate existing client relationships by proactively meeting with business clients to offer additional Treasury Management services, ensuring high client satisfaction, and driving portfolio growth
Solution Selling: Respond to client RFPs, assess client needs, recommend appropriate Treasury Management strategies, and negotiate competitive pricing to enhance profitability
Sales Presentations: Develop and deliver compelling sales presentations and proposals that effectively communicate the value of Treasury Management services to business clients
Internal Partnerships: Collaborate with Business Bankers, Retail Managers, and other internal staff to promote Treasury Management products and maintain high awareness of sales activities
Customer Onboarding: Lead the onboarding process for new clients, ensuring a seamless transition and best-in-class customer service
Sales Tracking and Follow-up: Implement an effective system for tracking leads, prospects, and follow-up activities to ensure consistent engagement and conversion
Client Retention: Solidify relationships with existing clients by providing exceptional customer service, addressing concerns, and anticipating future needs
Portfolio Management: Develop and manage a high-value deposit portfolio consisting of key business banking customers, focusing on retention and growth
Travel and Networking: Participate in local and statewide travel for meetings, conferences, and networking to maintain market visibility and identify new sales opportunities
Qualification
Required
5+ years of demonstrated success in sales, preferably within Business Banking or Treasury Management environments
Proven ability to sell, cross-sell, and negotiate complex solutions with a consultative approach
In-depth understanding of Treasury Management and depository systems and how they are delivered to clients
Excellent customer service skills, with the ability to develop long-term client relationships
Strong verbal and written communication and presentation skills for client pitches and internal collaboration
Competence in Word, Excel, PowerPoint, systems to manage sales activities
Bachelor's degree or equivalent work experience
Preferred
Accredited ACH Professional (AAP) or Certified Treasury Professional (CTP) designations preferred but not required
Benefits
Medical insurance, including virtual telemedicine and mental health counseling
Health Savings Account
Flexible Spending Account (health, limited purpose health, and dependent care)
Dental insurance
Vision insurance
Life insurance (basic and voluntary)
Short-term disability insurance
Long-term disability insurance
Long-term care insurance
Adoption Assistance Program
Employee Assistance Program
PTO
Paid Volunteer Time Off
Paid holidays
401(k) with company match (eligible on the first of the month following 2 months of employment)
Financial wellness education
Free or reduced fees for banking products and services
Employee Referral Bonus
Company
Deerwood Bank
Deerwood Bank is a community-based bank.
51-200 employees
Funding
Current Stage
Growth StageLeadership Team
John Ohlin
President/CEO
Greg Breen
Chief Credit Officer
Recent News
Seattle TechFlash
2025-08-07
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