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Treasury sales officer ii

Lewis James Professional

This is a Full-time position in Waterford, NJ posted November 26, 2019.

Treasury Sales Officer II Lewis James Professional is a woman-owned staff augmentation, project consulting and direct hire search and placement firm.

We are currently seeking a Treasury Sales Officer II for a Direct-Hire opportunity with a financial services client.

Responsibilities: Achieve/exceed key objectives and goals in, business development, client retention, deposit growth, portfolio quality, and fee income, cross sales, referrals, client satisfaction, and knowledge of comprehensive treasury management solutions.

Proven track record for developing new sales, closing sales and achieving annual objectives for treasury management sales goals, fee income generation, cross sales and referrals.

Call on new and existing commercial clients to develop and close treasury management sales business.

Proactively review assigned client base and identifies deposit and treasury management services solutions and cross-sale opportunities based on customer needs and completes the sale.

Refers and engages business partners (i.e.

commercial lending, branches, wealth and insurance, etc.), as appropriate.

Develop treasury solutions sales proposals and pricing pro formas for prospective and existing clients to further develop and strengthen business relationships.

Conduct annual treasury management reviews for top tier business clients.

Maintain up to date and thorough knowledge of treasury management sales programs, products and services, as well as applicable federal and state regulatory and compliance requirements.

Serve as the subject matter expert for treasury management products and services, delivers internal treasury management presentations, and actively participates in sales meetings, joint call planning and prospect development, in partnership with region’s commercial lending and branch calling officers.

Partner with commercial lenders and branch calling officers in pre-proposal discussions to fully understand client needs and shape preferred solutions.

Actively participate in joint client and prospect calls and presentations with commercial lenders and branch sales officers to further business development and sales efforts; leads treasury management discussions with clients and prospects, identifying and assessing client needs and challenges and communicating features/benefits of Bank programs, treasury management products and services.

Prepare contracts and implementation documentation, in accordance with all account opening, account ownership verification and treasury management services set-up processes; reviews and checks documents for completeness, accuracy and conformance with applicable rules/regulations and procedural requirements.

Directly responsible for managing and retention of client’s operating business by ensuring client satisfaction.

Provides an exceptional level of quality service for internal and external customers.

Perform all other duties as assigned.

Qualifications: Minimum: Bachelor’s degree or equivalent work experience.

Minimum of five years of prior treasury sales or equivalent experience.

Eight or more years of sales experience in the commercial banking industry.

Strong understanding of treasury products including more complex offerings such as Payments, Integrated Receivables (lockbox), Commercial Card and Escrow Management.

Working knowledge of working capital concepts, relationship pricing and deal flow management.

History of meeting and exceeding deposit and revenue goals and the ability to call independently.

Advanced PC experience using MS Office products (Word, Excel, Outlook, Adobe), with the ability to adapt to learn and support new products and technologies quickly.

Ability to assess customer needs and understand customer requirements, translating into sales deliverables across a wide array of treasury management products and technologies.

Proven ability to develop and maintain open, professional, positive and productive relationships; demonstrate cooperative behavior with management, business partners, customers and co-workers, and work effectively as a team member.

Strong functional and technical knowledge of existing and developing treasury management services, documentation and internet technologies.

Strong working knowledge of all products, services and programs; with demonstrated sales and business development skills.

Strong ability to maintain and manage personal composure when confronted with a difficult situation and/or customer, with the ability to provide information, data, advice and solutions, as well as gain trust and respect.

Excellent listening, verbal, written and business communication skills, delivered in person, via phone or email, including effective questioning strategies, negotiations skills, presentation techniques and training delivery skills; with the ability to read, write, speak and understand English well.

Demonstrated organizational and time management skills with the ability to effectively multitask, complete assignments and meet deadlines in a timely manner.

Ability to work independently, under limited direction/supervision, exercising independent judgment, referencing available resources, and demonstrating a high level of accuracy and attention to detail.

Unquestionable integrity and demonstrated ability to maintain confidentiality in handling sensitive and confidential information required.

Maintains in-depth knowledge and ensures compliance with applicable regulatory requirements, and follows all Bank policies, procedures and guidelines.

Preferred: CTP or other financial industry certifications preferred.

Strong knowledge of treasury products.

Expert sales and new business development skills.

Excellent customer service/relations skills.

Excellent presentation, verbal and written communication skills.

For immediate consideration, please click “Apply” and use Job Code BHJOB11837_2029.

You may also send a copy of your resume to: [email protected] and enter only the following job code in the subject line: BHJOB11837_2029.

Lewis James Professional is an Equal Opportunity Employer.

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