Sales Agent at InsureandGo providing exceptional service in travel insurance. Leading and inspiring team performance while ensuring a positive customer experience.
About the role
- Treasury Management Sales Officer responsible for business development and client relationship management. Driving growth through treasury solutions while ensuring compliance with banking regulations.
Responsibilities
- Prospects and sources new commercial clients for treasury management services; develops and executes sales strategies to achieve deposit and fee income goals; prepares and delivers compelling presentations, proposals, and pricing pro formas.
- Maintains and expands relationships with existing clients through regular reviews and consultative engagement; partners with Relationship Managers and other departments to identify cross-selling opportunities.
- Serves as an internal expert on treasury management products and services; provides strategic advisory services to clients on cash management, fraud prevention, and payment solutions.
- Stays informed on industry trends, competitor offerings, and emerging technologies; represents the Bank at community events and industry conferences to build brand presence.
- Ensures compliance with all Federal, State, and Bank policies, procedures, and regulations.
Requirements
- Bachelor’s degree from accredited college in accounting, business, or finance or equivalent experience.
- Five plus years of treasury management/commercial loan experience and/or training; or equivalent combination of education and experience.
- Advanced knowledge of banking payment system regulations, transaction processing, and corporate treasury functions.
- Excellent sales skills with the ability to meet or exceed established sales goals within expected timelines.
- Excellent communication, negotiation, interpersonal and problem-solving skills.
- Proficiency in personal computers and related software.
- This position requires regular travel and client-facing activities, with the expectation of significant time spent in the field developing new business relationships.
Benefits
- Company does not specify benefits in the job description
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