Treasury Management-Sales & Payments Officer Sr

A Senior Treasury Management Sales & Payments Advisor focuses on complex new business generation for prospects and existing clients, optimizing working capital management through the bank's TM solutions. The role involves collaboration with the team, relationship management, and client service to develop new and existing client relationships.

Requirements

• New business development activities including calling efforts, joint sales opportunities, and revenue generation.
• Maintains professional level (cSuite) calling efforts to develop new and existing client relationships.
• Determines and manages non-credit related risk for customer portfolio related to TM solutions.
• Calculates and advises internal team regarding TM service profitability for each customer.
• Collaborates with the RM team on recommendations for clients.
• Deposit relationship management and deposit acquisition.
• Managing existing client portfolio, performing relationship reviews, servicing clients, and increasing product cross-sell opportunities.
• Generating proposals, responding to RFP's, and coordinating the implementation of new clients and services.
• Participating and providing leadership representation to the market, prospects, and clients regarding solutions through; client roundtables, industry conferences, in-person meetings, webinars, and social media platforms.
• Ensuring compliance with applicable federal, state, and local laws and regulations.

Benefits

• Medical, dental, vision, life, and disability insurance
• Comprehensive leave program