Treasury Managment Sales Officer
Posted Updated
* Identify and pursue new business opportunities to expand the Treasury Management client portfolio
* Build and maintain relationships with internal partners, Commercial Lenders, and Branch Managers, to generate leads and referrals
* Conduct thorough client needs assessments to propose tailored treasury solutions
* Serve as the primary contact for Treasury Management clients, ensuring satisfaction and long-term engagement
* Conduct regular relationship reviews to assess the effectiveness of current solutions and recommend enhancements as needed
* Proactively resolve client issues and provide consultative support on treasury products and services
* Maintain deep expertise in Treasury Management products such as ACH, wire transfers, positive pay, remote deposit capture, merchant services, and account analysis
* Develop and deliver effective sales presentations and proposals
* Collaborate with the implementation team to ensure seamless onboarding of new clients
* Ensure adherence to all bank policies, procedures, and regulatory requirements
* Mitigate risk by ensuring appropriate documentation, account setup, and compliance with fraud prevention measures
* Track and report sales activities, pipeline progress, and revenue generation to meet or exceed established targets
* Provide management with regular updates on market trends, competitive landscape and client feedback
* Regular and predictable attendance and punctuality
* Build and maintain relationships with internal partners, Commercial Lenders, and Branch Managers, to generate leads and referrals
* Conduct thorough client needs assessments to propose tailored treasury solutions
* Serve as the primary contact for Treasury Management clients, ensuring satisfaction and long-term engagement
* Conduct regular relationship reviews to assess the effectiveness of current solutions and recommend enhancements as needed
* Proactively resolve client issues and provide consultative support on treasury products and services
* Maintain deep expertise in Treasury Management products such as ACH, wire transfers, positive pay, remote deposit capture, merchant services, and account analysis
* Develop and deliver effective sales presentations and proposals
* Collaborate with the implementation team to ensure seamless onboarding of new clients
* Ensure adherence to all bank policies, procedures, and regulatory requirements
* Mitigate risk by ensuring appropriate documentation, account setup, and compliance with fraud prevention measures
* Track and report sales activities, pipeline progress, and revenue generation to meet or exceed established targets
* Provide management with regular updates on market trends, competitive landscape and client feedback
* Regular and predictable attendance and punctuality
Physical Requirements:
* Must be able to remain in a sitting stationary position for extended periods of time
* Constantly operate a computer and other office machinery
* Regular travel to client locations within assigned markets
* Occasional evening and weekend hours may be required due to business need
* Ability to lift up to 25 pounds
FNBT is an equal opportunity employer.