What are the responsibilities and job description for the Treasury Management Sales Officer position at Grove Bank & Trust?
COMPANY DESCRIPTION
Grove Bank & Trust, founded in 1926, is a Miami-based financial services firm known for its integrity and honesty. The bank offers boutique banking, trust, and wealth management services tailored to individuals, families, and businesses. With a strong capital and liquidity position, Grove Bank & Trust ranks among the top banks nationally in terms of capital ratios.
ESSENTIAL DUTIES AND RESPONSIBILITIES
This is a full-time, on-site role for a Treasury Management Sales Officer located in Miami, FL. The Treasury Management Sales Officer will be responsible for managing treasury services, cash management, and providing financial solutions to clients on a daily basis.
- Identifies sales opportunities through client interaction and by reviewing client relationships. Work closely with Relationship Managers and Branches to identify and develop cross-selling opportunities and provide a seamless customer experience.
- Support branch sales and training initiatives by conducting training for the staff and clients on Treasury Management banking products and services.
- Manage the end-to-end sales process, from discovery to negotiation and closure, ensuring a smooth transition through implementation phase.
- Prepare customized proposals, cost estimates, and presentations for clients, addressing their specific needs and concerns.
- Collaborate with the credit, risk, and operations teams to ensure all treasury solutions are delivered in compliance with internal policies, procedures, and relevant regulations
- Provide support for client requests regarding account information, transactions, and/or problem resolution with a strict adherence to the Bank’s policies and procedures for identification and security.
- Review electronic services agreements and documentation provided by clients and/or Bank Officers for accuracy and completeness.
- Implementation and training of Treasury Management, Remote Deposit Capture, Mobile Banking.
- Responsible for the resolution of complex inquiries, technical product and service issues, and escalated trouble shooting.
- Regularly report on sales pipeline, customer feedback, and market trends.
- Provide input for improving processes and controls to minimize errors and enhance client satisfaction.
- Maintain client files with regards to electronic services.
- Assist the Director in the development of marketing promotions and sales initiatives to grow the business.
- Assists the Director in special projects as required.
EDUCATION and/or EXPERIENCE
- Bachelor’s degree in Business and/or Finance or equivalent work experience.
- Experience: three (3) to five (5) years of experience in banking, preferably in Cash Management or Treasury.
- Knowledge of regulatory and compliance standards within the treasury and banking space. CTP is a Plus.
- Excellent customer service, sales, and communications skills with the ability to interact effectively with clients by phone or in person in a dynamic work environment.
- Multi-task oriented with strong organizational skills.
- Strong knowledge and understanding of standard Treasury Management products, policies and procedures.
- Experience using banking system platforms such as Jack Henry and Salesforce
- Advanced computer skills including but not limited to proficiency in Microsoft Office (Teams, Word, Excel, Power Point, etc.)
- Strong attention to detail and accuracy.
