What are the responsibilities and job description for the Commercial Treasury Management Sales Officer – Senior position at First Horizon?
Location: On site at location listed in job posting.
SUMMARY
The Commercial Treasury Management Sales Officer – Senior's primary function is to perform all aspects of business development for existing, new, and prospective Treasury Management product sales to all Lines of Business. The role will be responsible for consistently attaining annual sales goals and sales activity targets by developing and executing a business plan and strategy based on corporate goals and initiatives. Sales Officers are required to develop and execute regular calling programs, network externally, partner with key team members and analyze client needs to drive business results. They must provide appropriate consultative solutions and be pro-active in client servicing while maintaining positive working relationships with Treasury Management staff, assigned Relationship Management team(s), clients, and prospects.
The role will be responsible and accountable for appropriately managing risk within the bank's risk appetite and supporting enterprise-wide fraud risk management projects. It requires strong written and verbal communication and collaboration skills with internal partners across the enterprise to provide a best-in-class client experience.
ESSENTIAL DUTIES AND RESPONSIBILITIES
- Grow Treasury Product revenue through direct sales to meet all assigned goals
- Utilize networking, community and public relations activities to identify prospective Treasury Management client opportunities
- Perform product research and identify appropriate solutions for customer requirements and satisfaction
- Communicate and coordinate with assigned Relationship Managers to support and develop relationships with business clients and partners
- Review sales goals with Relationship Managers and ensure RMs are advised of calling strategies, product strategies and initiatives
- Partner with Relationship Managers to develop annual business plans that include prospect and client growth objectives and collaboratively track success to plan throughout the fiscal year
- Understand client business goals, environments, strategies and industry trends to become a trusted advisor and to identify solutions to solve for customer pain points
- Understand our competitors’ environment, capabilities and gaps to effectively position First Horizon Treasury Management Services value proposition
- Prepare analysis pro forma and sales proposals for client presentations with the support of the Treasury Management Sales Analyst
- Demonstrate proficient in knowledge of all strategic TM solutions and their benefits to our clients
- Perform solutions oriented working capital analysis to drive product adoption for clients and prospects
- Participate on client calls and analyze client treasury services requirements
- Assist Treasury clients with product training and product demonstrations as needed
- Manage workload of assigned Treasury Management Sales Analyst for efficient onboarding and exceptional client experience
- Gather data and prepare reports for Sr. Management and Relationship Managers
- Support onboarding and Treasury Management Support teams as needed
- Track sales activities and timelines to ensure that the deliverables within onboarding project plans are met and are on-time
- Administer work according to internal and external policies and procedures of the bank
- Support organizational growth
- Other duties as assigned
EXPERIENCE
- Bachelor’s Degree required
- 6 years of experience in Treasury Management Sales
- CTP or MBA Preferred
- Knowledge of Account Analysis and Treasury Management Pricing required
- Understanding of Payment and Receivable processes and working capital and cash flow analysis
SKILLS AND ABILITIES REQUIRED
- Excellent communication skills required, both written and verbal
- Strong attention to detail and good planning and organization skills
- Seize opportunities without direction
- Proficient in working capital and cash flow conversion analysis
- Excellent Client Service skills
- Able to modify sales approach to suit client personalities
- Adaptable, open to, and respectful of differing points of view
- Ability to cope with organizational change in a positive manner
- Anticipate change in business environment
- Able to manage multiple demands and shifting priorities
- Proficient computer skills; Microsoft Word, Excel and Outlook. Technical expertise is preferred
Hours:
- Monday - Friday
- 8:00 AM - 5:00 PM
About Us
First Horizon Corp. (NYSE: FHN), with $82.6 billion in assets as of September 30, 2024, is a leading regional financial services company, dedicated to helping our clients, communities and associates unlock their full potential with capital and counsel. Headquartered in Memphis, TN, the banking subsidiary First Horizon Bank operates in 12 states across the southern U.S. The Company and its subsidiaries offer commercial, private banking, consumer, small business, wealth and trust management, retail brokerage, capital markets, fixed income, and mortgage banking services. First Horizon has been recognized as one of the nation's best employers by Fortune and Forbes magazines and a Top 10 Most Reputable U.S. Bank. More information is available at www.FirstHorizon.com.
Benefit Highlights
• Medical with wellness incentives, dental, and vision
• HSA with company match
• Maternity and parental leave
• Tuition reimbursement
• Mentor program
• 401(k) with 6% match
• More -- FirstHorizon.com/First-Horizon-National-Corporation/Careers/Our-Benefits
Corporate Diversity Commitment:
We remain committed to creating a more equitable society, and that starts with our associates, our clients, and the communities we serve. We do this by elevating equity, providing capital and counsel, and committing to excellence in everything we do.
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