Treasury Management Sales Officer

Job Description

Join our team as a Treasury Management Sales Officer! If you love engaging with people, getting out into the community, and have a passion for selling and supporting treasury management products, this role is for you. We're looking for someone with outstanding customer service skills who thrives on collaboration.

SUMMARY

As the Treasury Management Sales Officer for The Bank of Elk River you will be responsible for Sales of Treasury Management Services to business customers, including following up on referrals from Consumer Banking, Commercial Banking and targeted prospective business customers. The Treasury Management Sales Officer is responsible for selling and supporting depository and related Treasury Management products and services to both established business customers and targeted prospective business customers. This position will also contribute to The Banks deposit growth strategies and goals. This position leads and coordinates the sales presentation effort, develops new business that aligns with assigned goals, and communicates with customers to assure customer service is being maintained. The Treasury Management Sales Officer is responsible to develop, enhance, and maintain treasury business with other business lines to assist with cross sales of Treasury Management products and services.

QUALIFICATIONS

To perform this job successfully the individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill and ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

ESSENTIAL DUTIES AND RESPONSIBILITIES

Plan and execute a business development strategy for targeted new customers, conducting joint calls with Commercial Lenders and Retail Managers to attract new deposits and to generate fee income.

Call on prospective business customers to develop new depository and related Treasury Management business and direct the onboarding of new Treasury Management customers to ensure timely implementation of products and services.

Source and refer potential lending opportunities to the appropriate Business Banking team member.

Collaborate with internal business partners to identify Treasury Management opportunities within the current customer base.

Maintain communication with internal business partners to ensure seamless service and ongoing customer reviews for existing Treasury Management customers.

Prepare Treasury Management sales presentations and proposals for potential Treasury Management customers as well as sales training and product knowledge sessions for internal business partners.

Deliver excellent customer service by addressing client needs promptly, developing and managing a high deposit Business Banking customer portfolio.

Required, reliable attendance is required.

EDUCATION/EXPERIENCE

High school diploma or equivalent required.

2-5 years of experience of demonstrated success in direct sales roles in treasury or cash management capacity preferably within a Business Banking and/or Treasury Management Environment.

Effective selling, cross-selling, and referral skills.

Broad and deep familiarity with treasury management products, services, and trends.

Demonstrates the ability to foster strong partnerships within the core team and the ability to build sincere rapport with customer contacts.

Excellent written and verbal communication skills.

Excellent time management skills with a proven ability to meet deadlines.

Proficient in Microsoft Office: Word, Excel, and Power Point.

CERTIFICATES AND LICENSES

None preferred.

PHYSICAL DEMANDS

While performing the duties of this job, the employee is regularly required to sit, stand, walk, reach with hands and arms, stoop, kneel, crawl and use computer for extended periods. This employee may occasionally lift and/or move up to 50 pounds. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

It is the individual responsibility of every employee to maintain a current awareness and understanding of and to fully comply with The Bank of Elk River’s “Code of Ethics Policy.” Each employee is also expected to maintain an awareness of the laws, regulations, internal policies and procedures that are appropriate for his/her position. Each employee must also comply with consumer protection laws that relate to his/her position.

COMPENSATION

Starting salary range: $80,000-$110,000

Bonus and sales incentive opportunities

Full-time Benefits

High Deductible Health Plan on the 1st of the month following hire date

Health Savings Account on the 1st of the month following hire

Flexible Spending Accounts on the 1st of the month following hire

Dental Insurance on the 1st of the month following hire date

Vision Insurance on the 1st of the month following hire

Company paid life insurance on your date of hire

Supplemental life and AD&D insurance available on your date of hire

Short-term disability insurance paid for by TBER

Long-term disability insurance paid for by TBER

Employee Assistance Program

Well-Being program

Long-term care insurance

Pet Insurance

Employee Stock Ownership Plan (ESOP) after 6 months of service

401(k) Safe Harbor match up to 4% on the 1st of the month after 6 months of service

Account fees waived and discounts on loans at The Bank of Elk

Discounts through Wellmark Blue365, LifeMart, Carhartt, and Microsoft Office

Gym Membership/Fitness quarterly reimbursement up to $25 each month

Company picnic, Christmas party, and employee appreciation events

Casual dress days

Full-time