b1BANK · 6 days ago
Treasury Management Sales Officer
Dallas, TX
Full-time
Onsite
Mid Level
3+ years expb1BANK is seeking a Treasury Management Sales Officer to lead sales efforts in delivering top-notch Treasury Management products and services to clients. The role focuses on expanding the commercial client base through consistent sales activity while building strong relationships with prospects and clients.
BankingFinancial ServicesInsuranceWealth Management
Responsibilities
Generate core deposits and treasury revenue by obtaining new clients and expanding existing relationships through face to face, telephone, and email outreach
Collaborate with and support Commercial Bankers on new opportunities; develop sales strategies to win new business
Serve as a consultant to prospects and clients by presenting ideas and advice to help them manage banking needs in a more automated, timely, and cost-efficient manner
Prepare and present proposals for new opportunities
Communicate proactively with clients regarding banking changes that may impact them
Partner with banking center teams as part of the deal team to establish new accounts for won business when applicable
Gather discovery data to communicate to Sales Support for necessary agreements
Train clients and install equipment for new sales when applicable
Meet regularly with the Manager to review deals and progress
Attend and participate in assigned sales, product, and general bank training
Maintain a clean and accurate sales pipeline, calling activity report, and closed business report
Provide backup support to Treasury Management Sales and Operations teammates when needed
Review each market’s major clients’ Treasury Analysis Statements annually to ensure correct pricing and product placement
Qualification
Required
High school diploma or equivalent is required
Three to five years of sales experience is required
Proficient computer skills
Ability to meet internal and external deadlines
Extensive knowledge of the Bank's Treasury Management product suite is required
Excellent verbal and written communication skills
Strong sales experience
Ability to travel as needed
Capacity to work independently with effective time-management and organizational skills
Preferred
Bachelor's degree preferred
Treasury Management sales preferred
Company
b1BANK
b1BANK is a commercial bank that offers personal, commercial, and online banking services.
501-1000 employees
Funding
Current Stage
Late StageTotal Funding
$52.5M2021-04-07Debt Financing· $52.5M
Leadership Team
Jerry Vascocu
President
Recent News
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