VP - Treasury Management Sales Officer
Fayetteville, AR, USA | Bank of the Ozarks
Industry:Banking / Investment Banking
Functions:Financial Services Professional
Job Description:50 people have viewed this job
Responsible for the development and retention of Treasury Management business in the assigned territory. This role partners with internal associates to provide treasury solutions in a consultative manner while incorporating a keen awareness of risk and a client focused perspective. May be asked to mentor/train new treasury associates.
Essential Job Functions:
Schedules and completes calls on existing clients and prospects in order to develop new treasury management business and to maintain existing business with our treasury clients.
Prepares and presents treasury reviews and presentations, as appropriate.
Manages the documentation required for new and existing treasury clients.
Performs timely follow-up on newly implemented treasury services to ensure we meet the client’s needs.
Meets with client managers/branches and other business partners to review their key relationships and explore new prospects.
Develops and maintains relationships with all key clients.
Meets with clients through personal calling efforts, referrals and other contacts to discuss business needs and recommend ways in which the bank can meet their needs.
Maintains awareness of local competition and market pricing for treasury services.
Reviews new product and product enhancement information with internal business partners, as appropriate.
Maintains awareness of trends and new developments in the field of treasury management through attendance at trade shows and related seminars.
As defined with the business, analyzes, evaluates and mitigates operational, regulatory, credit, and reputational risk.
May mentor/lead other employees.
Performs administrative tasks and duties on a timely basis.
Regularly exercises discretion and sound judgmentin the performance of these and other essential job functions.
Knowledge, Skills & Abilities:
Knowledge of treasury management, from either a practitioner’s or banker’s perspective.
Strong attention to detail.
Ability to interact with all levels in a client environment.
Ability to read/discern people and situations well.
Ability to work effectively both as team player and individual contributor.
Ability to maintain and use effective organizational and time management skills while managing multiple priorities and projects.
Ability to read and interpret documents such as safety rules, operating and maintenance instructions, and procedure manuals.
Ability to understand economic, financial, industry, and organizational data to accurately diagnose customers’ business strengths, weaknesses, and key issues resulting in sales strategies and plans and the recommendation of new products and services necessary to meet customer demands.
Ability to write routine reports and correspondence.
Ability to speak effectively before groups of customers or employees of organization.
Ability to calculate figures and amounts such as discounts, interest, commissions, proportions and percentages.
Ability to apply concepts of basic math, algebra and geometry.
Ability to solve practical problems and deal with a variety of concrete variables in situations where only limited standardization exists.
Ability to interpret a variety of instructions furnished in written, oral, diagram, or schedule form.
Ability to produce detailed, accurate, thorough and timely work.
Excellent business development skills with knowledge of selling and closing techniques.
Ability to present and communicate effectively, both in writing and verbally.
Ability to establish and fulfill customer commitments in a timely manner.
Willingness and ability to share expertise with others.
Excellent computer skills, including Word, PowerPoint and Excel.
Knowledge and understanding of clients businesses and their specific needs.
Equipment Used in Job Performance/Working Environment:
Treasury Management products and software
Major Job Demands (Physical/Mental):
Working under pressure and with deadlines.
Managing multiple priorities.
Working extended hours when necessary.
Bachelor degree or commensurate work experience required.
Minimum of five (5) years of related treasury/finance/banking work experience required.
Minimum of three (3) years of sales or sales support experience required.
Flexibility to travel as needed.
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