What are the responsibilities and job description for the Treasury Management Sales Officer position at firstutahbank?
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 bank’s 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
Salary : $100,000 - $150,000