Regional Treasury Solutions Officer jobs in United States
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Navitas Credit Corp. · 9 hours ago

Regional Treasury Solutions Officer

Navitas Credit Corp. is seeking an experienced Regional Treasury Solutions Officer to drive the development and retention of Treasury Management revenue across assigned markets. This high-impact role will focus on delivering consultative treasury solutions and generating new business while partnering closely with Commercial Relationship Managers and internal business units to achieve strategic growth goals.

BankingFinancial Services

Responsibilities

Identify and develop market potential for treasury management and other bank services
Conduct consultative business development calls on corporate, county, and municipal clients
Maximize non-interest income through product penetration and fee optimization
Sell the bank’s full suite of treasury management services
Analyze client relationships and recommend appropriate treasury and banking solutions
Coordinate account setup and oversee the implementation of sold products
Manage controllable expenses to ensure portfolio profitability
Serve as a treasury product expert and provide technical guidance to customers and internal partners
Cross-sell additional banking services, including consumer banking products
Participate in community organizations and bank-sponsored activities to promote the bank’s brand and services

Qualification

Treasury management salesBanking products knowledgeConsultative sellingPC operations proficiencyCompliance trainingSales presentationsInterpersonal skillsWritten communicationOrganizational skillsTime management

Required

Bachelor's degree or 5-10 years of experience selling financial services, preferably in the public contract sector
Minimum 3 years of experience in a treasury management sales environment
Proficiency with PC operations and standard software applications
Strong working knowledge of banking products including deposit accounts, sweeps, account analysis, and lending products
Excellent interpersonal, communication, and customer engagement skills
Demonstrated ability to sell non-traditional bank products within a traditional banking environment
Effective written communication skills for proposals and business correspondence
Strong organizational and time management abilities
Proven ability to deliver compelling sales presentations and close new business
Completion of all required compliance training, including Bank Secrecy Act/Anti-Money Laundering
Must be able to pass a background & credit check
This is a full-time, non-remote position

Company

Navitas Credit Corp.

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Navitas Credit Corp. is a financial services provider based in Florida.

Funding

Current Stage
Growth Stage
Total Funding
$6M
Key Investors
Noro-Moseley Partners
2010-03-01Series A· $6M

Leadership Team

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Dan McMahan
Senior Vice President - Chief Credit Officer
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Jacklynn Farbman Manning, CLFP
Chief Marketing Officer
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Company data provided by crunchbase