Treasury Management Sales Officer

Job Description

$100K-$150k annually, plus rich incentive plan (incentives are uncapped), plus $5000 Signing Bonus

As Treasury Management Sales Officer at First Utah Bank, you will generate new treasury management business and maintain deep relationships with business customers. You will leverage your strong treasury product knowledge to develop and execute product growth strategies. You will develop partnerships with Retail, Merchant Services Sales, Commercial and Construction Lending, Operations and Treasury Management support.

Business Development

• Identify and pursue new business clients for treasury management products and services
• Develop and execute strategic sales plans to meet revenue and growth targets
• Conduct needs assessments with prospective clients to determine appropriate treasury solutions
• Build and maintain relationships with centers of influence to generate referrals
  
  

Client Relationship Management

• Serve as the primary point of contact for treasury management clients
• Develop deep understanding of clients' cash flow and financial operations
• Proactively recommend solutions to improve clients' financial efficiency
• Conduct/participate in account reviews to ensure client satisfaction and identify opportunities
• Analyze clients' treasury management needs and recommend appropriate solutions
  
  

Product Knowledge

• Maintain expertise in the bank's treasury management products (ACH, wire transfers, positive pay, remote deposit, etc.)
• Have strong knowledge of banks business deposit products and recommend appropriate solutions
• Stay current on industry trends, competitive offerings, and regulatory changes
• Well-understand payment risks and recommend risk mitigation solutions that benefit both the bank and the business client
• Collaborate with colleagues to deliver customized treasury and deposit products
  
  

Implementation & Support

• Educate clients on all treasury management related agreements and execute agreements ahead of implementation
• Coordinate with implementation personnel to ensure smooth onboarding of new clients
• Resolve service issues and escalate complex problems to appropriate personnel
• Provide training to clients on treasury management systems and services
• Ensure timely follow-up on all client requests and inquiries
  
  

Revenue Generation

• Meet or exceed sales targets for treasury management services
• Identify cross-selling opportunities for additional banking products
• Develop pricing strategies that balance competitiveness with profitability
• Monitor and grow wallet share within existing client relationships
  
  

Administration & Reporting

• Maintain accurate client records in CRM systems
• Document sales activities, pipeline opportunities, and account strategies
• Prepare and deliver presentations to prospective and existing clients
• Generate regular reports on sales performance and activity metrics
  
  

Teamwork & Collaboration

• Partner with relationship managers and other lines of business
• Participate in strategy sessions and sales meetings
• Share best practices and treasury product knowledge with colleagues
  
  

The Family and Medical Leave Act (FMLA)

The Employee Polygraph Protection Act (EPPA)

Know Your Rights: Workplace Discrimination is Illegal | U.S. Equal Employment Opportunity Commission

Applicants have rights under Federal Employment Laws

Required Experience

• 5 years of cash management, sales and relationship management experience
• Excellent verbal and written communication skills
• Success developing new business with focus on prospecting utilizing strong selling and negotiation skills
• Demonstrated experience of meeting or exceeding sales goals; proven top individual contributor
• Knowledge and understanding of Treasury Service products, credit and risk process and deposit pricing philosophy
• Ability to develop strong working relationships with clients, colleagues and external centers of influence (COI)
• Strong time management, organizational and planning skills
• Strong creative solution and problem-solving abilities
  
  

Benefits

Medical/Dental/Vision (the Bank covers 75% of premiums and maintains low deductibles), Flexible Spending Account, 401k with company match, paid time off, company-paid life insurance and disability, tuition reimbursement, employee events, and real work/life balance!

Keyword: Cash Management Officer