Regional Treasury Solutions Officer
We are seeking a dynamic and experienced Regional Treasury Solutions Officer to join our team. This role is responsible for driving the development and retention of Treasury Management revenue across assigned markets. The ideal candidate will implement consultative calling programs to achieve new business and revenue growth targets, working closely with Commercial Relationship Managers and other business partners.
This position involves identifying prospects, preparing proposals, finalizing sales, overseeing service implementation, and developing client retention strategies. The successful candidate will also actively engage with existing clients to ensure satisfaction and identify opportunities to cross-sell additional services.
What You’ll Do:
- Identify and develop market potential for treasury management and other bank services
- Conduct business development calls on corporate customers, including counties and municipalities
- Maximize non-interest income through product penetration and fee collection
- Sell the bank’s suite of treasury management services
- Analyze customer relationships and recommend appropriate banking products
- Establish account setup and oversee implementation of sold products
- Manage controllable expenses to ensure profitability
- Serve as a product expert and provide technical support to customers and internal partners
- Cross-sell additional banking services, including personal accounts
- Participate in community organizations and bank activities to promote the bank’s image and services
What We’re Looking For:
- Bachelor’s degree or 5–10 years of experience selling financial services in the public contract area of banking
- Minimum 3 years of experience in a treasury management sales environment
- Proficiency in PC operations and software applications
- Strong working knowledge of banking products including deposit and sweep accounts, account analysis, and loans
- Excellent interpersonal and communication skills
- Proven ability to sell non-traditional bank products in a traditional banking environment
- Effective writing skills for proposals and correspondence
- Strong organizational and time management skills
- Ability to deliver compelling sales presentations and close deals
- Participation in all required compliance training, including Bank Secrecy Act/anti-money laundering training
Conditions of Employment:
- Must be able to pass a criminal background check
- This is a full-time position
- Up to 25% of travel required
FLSA Status:
Ready to take your grow your career with a team that values your contributions? Apply today and become a vital part of our team!
We are an Equal Opportunity Employer and do not discriminate against any employee or applicant for employment because of race, color, sex, age, national origin, religion, sexual orientation, gender identity and/or expression, status as a veteran, and basis of disability or any other federal, state, or local protected class.
Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
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