Treasury Management Sales Officer (TMSO)

Job description

Treasury Management Sales Officer (TMSO) The Treasury Management Sales Officer plays a critical role in driving growth and profitability of the bank by focusing on closing new business opportunities and deepening relationships with existing relationships with clients. They focus on building and maintaining strong client relationships with businesses in the $2mm-$20mm space within their assigned market. TMSOs should be able to articulate cash cycle details, and display an understanding of Treasury Management principles and ensure customers are aware of ways to mitigate fraud, including fraud solutions. Primary responsibilities include ensuring successful enrollment and adoption of services by clients, and building successful partnerships with key business partners (i.e. Business Bankers and Virtual Bankers). Key Responsibilities: Builds and maintains strong relationships with Business Bankers and Virtual Business Bankers in their assigned markets Schedules and/or attends calls on both Prospects and Existing Customers in order to generate new Treasury Management and deposit business Achieve or exceed specific production goals Manages and successfully closes new business with referral...