Treasury Management Sales

Description

Position Summary: This position is responsible for the sales management function of Treasury Management. This includes sourcing new business and servicing existing customers. This person will also have a strong working knowledge of the banks deposit, online, and mobile products with a special emphasis on all products with a commercial influence. The employee must be a self-starter, have strong communication skills, give outstanding customer service and be sales oriented.

Major Duties and Accountabilities:

• Takes part in and embraces the Legacy Culture and gives outstanding customer service to internal and external customers.
• Lead and develop the Treasury Management sales strategy to increase market penetration and maximize revenues.
• Lead the Treasury Management sales team in business development, working collaboratively with other commercial banking leaders to ensure financial results and member experience goals are achieved.
• Be proactive in customer calling efforts with bank staff, specifically commercial lenders, to assist their business customers on setup of cash management products/services and deposit accounts which best fit customer’s needs.
• Monitor product vendor communications on enhancements, scheduled maintenance, added features and functionality.
• Grow, with help from department staff, the bank’s portfolio of Merchant Service customers by working with loan officers and individual customers to transition their Merchant Service programs to Legacy.
• All other responsibilities as assigned.  

Requirements

Required:

• High School Diploma or GED equivalent.
• 5+ years successful sales experience.
• Previous banking experience.
• Previous management experience.

Preferred:

• Bachelor’s degree in marketing, finance, accounting, or related area.  
• Previous Treasury Management and/or banking experience.