Responsibilities:

• Responsible for meeting annual goals and sales activity by developing and executing a market strategy and plan to generate new NIB deposits & Treasury fee income

• Develop a strong networking circle to grow, develop and retain new profitable relationships

• Meet with bankers and other front-line employees to review portfolios and pipelines to identify new sources for NIB deposits and Treasury fee income

• Plan regular calls on prospects through individual calling efforts, joint calling efforts with bankers, referrals and other contacts to discuss needs, recommend ways in which the bank can serve their needs, generate new NIB deposits and Treasury fee income

• Compensated on fee income growth, NIB deposit growth and client retention

• Prepare and deliver sales presentations, pricing and cost analysis

• Demonstrate strong knowledge of treasury solutions platform and educate prospective clients on the features, benefits and value propositions related to each solution

• Develop an understanding of other product offerings within and across divisional boundaries in order to help position solutions to new and existing customers

• Generate and/or support new ideas for treasury products and services

• Monitor and enforce compliance with operational, regulatory and fraud policies to mitigate risk

• Manage a portfolio of Treasury clients focusing on growth, retention and identifying other revenue levers that can increase fee income and profitability

• Limited client service accountability while using experience and situation to determine level of engagement on issues

• Responsible for annual market planning in concert with bankers, Core TSO and TSA

• Coordinate calling efforts with Core (virtual) TSO assigned to the portfolio to optimize client touches leading to greater client retention and new product adoption

• Responsible for leading price increase efforts or other wholesale portfolio initiatives driven at bank level

• Utilizing TSO capacity where 70% of time is conducting revenue generating tasks (calling, market planning, call planning, price increases, other)

Qualifications:

Education Requirements

• Bachelor's degree in Marketing, Finance, Accounting or Business

Minimum Experience

• Preferred 10+ years of sales and relationship management experience as a trusted advisor to commercial customers in the range of 5MM - 500MM in annual revenues.

Licenses and Certifications

• CTP (Certified Treasury Professional) accreditation preferred

Knowledge/ Skills/ Abilities

• Excellent knowledge of overall banking services and operations with a specific focus on Treasury Management products, systems, operations, and customer service

• Strong client facing skills; able to clearly communicate and influence clients and business partners

• Self-starter, high-speed routines, and strong sense of urgency

• Ability to complete a minimum of 15-20 in-person calls per month

• Excellent communication skills with clients and internal business partners, both verbal and written

• Ability to independently grow relationships, identify and pursue new revenue opportunities

• Ability to independently navigate and meet deadlines in a large complex environment

• Strong organizational and time management skills are required

• Strong proficiency in the use of Microsoft office products (Excel, Word, Outlook, PowerPoint)

• Team focused with strong collaboration skills with immediate team or adjacent functions (implementations, client service)

• Individual leadership skills demonstrating the ability to embrace change, assist others, pivot quickly as required by strategic shifts in market approach

• Highly responsive to client needs or inquiries, warm transitioning clients to the right areas to receive immediate support

• Travel required as necessary

Job Details:

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