Client Deposit Services Sales Officer

Description

The Treasury Management Sales Officer is responsible for prospecting, identifying, and acquiring new treasury management clients while also serving as the primary relationship manager for assigned existing treasury management clients. You are also responsible for delivering integrated treasury management solutions to a wide array of clients by providing product expertise and consultation and partner with client-facing teammates in various markets to consult on sales opportunities.

A successful Treasury Management Sales Officer will have the requisite banking and sales experience to partner with clients in understanding their unique business needs and identifying appropriate treasury management solutions for recommendation and implementation.

Over the next year, as our Treasury Management Sales Office you will help us to…

• Identify and develop new business across the bank's growing footprint.
• Assess client needs and recommend appropriate treasury management solutions.
• Partner with business bankers to cross-sell treasury management products.
• Actively manage a growing portfolio of treasury management clients.
• Understand competitors' strengths and gaps to effectively position the bank's treasury management solutions.
• Collaborate to develop effective training and marketing materials.
• Promote new sales development through frequent client interactions to introduce new products and provide market and industry updates.
• Develop and execute strategic sales plans in coordination with global business development initiatives.
• Manage complete sales process including proposals and implementations.
  
  

Requirements

What we are looking for…

• A bachelor's degree from an accredited institution (required) – concentration in business or finance preferred.
• A minimum of five years' combined experience in sales and banking. (Required)
• A sound base knowledge of banking and/or treasury management principles.
• Outstanding communication and follow-through with a successful history of building and growing professional relationships.
• Comfortable with outside calling and prospecting.
• A self-starter who can also self-direct with day-to-day task management.
• A CTP and/or AAP certification preferred.
• Someone who can travel overnight. (less than 25%)
  
  

Merchants Bancorp is a diversified bank holding company headquartered in Carmel, Indiana operating multiple lines of business, including Federal Housing Administration (FHA) multi-family housing and healthcare facility financing and servicing; mortgage warehouse financing; retail and correspondent residential mortgage banking; agricultural lending; and traditional community banking. Merchants Bancorp, with $17 billion in assets and $14.1 billion in deposits as of December 31, 2023, conducts its business primarily through its direct and indirect subsidiaries, Merchants Bank of Indiana, Merchants Capital Corp., Merchants Capital Servicing, LLC, and Merchants Mortgage, a division of Merchants Bank of Indiana.

We are very proud of being recognized nationally as one of the top-performing public banks in the US. By S&P Global Market Intelligence and locally as a Best Place to Work in Indiana for seven consecutive years. Learn more about this read more here.

PM20 #BK