Treasury Management Sales Officer-Twin Cities

Location

Twin Cities, MN

Compensation

$100-120k plus bonus

Company Description

Founded over 80 years ago, my client is a leader as a Mid-sized Community Bank in Iowa, Minnesota and Wisconsin. Current Bank asset size exceeds $3 Billion and GROWING!

Over 40 branches in 5 states and growing
State Chartered Commercial Bank
401K with matching and ESOP Plan

Why You Should be Interested

Strong financial numbers year after year and very low non-performing loans
Some of the best benefits in the Banking Industry!! 90% coverage on Insurance, 401k with matching and an ESOP Plan

Position Summary

Treasury Management Sales Officer, is responsible to develop, enhance, and maintain treasury business banking relationships with the Bank’s customers. Partner and build relationships with other business lines to help with cross sales of Treasury Management products and services.

Responsibilities

Identifies new and existing commercial customers and determines what products and services would best meet their financial needs. Look for opportunities to cross-sell and refer to other business lines.
Plan and implement a call schedule for those identified customers. The plan should include calling on customers with Commercial Bankers and annual reviews of products, services, and changes in their business with current customers.
Develop a business plan for region to grow and maintain profitable relationships. Include call schedule as part of the plan.
Meet assigned annual sales goals to generate $5 – $10 million in core commercial deposits including DDA, MM and SAV and self-source two or more new commercial relationships.
Leads and coordinates RFP requests on institutions, public funds/municipalities, and commercial companies.
Ensures and supports the timely implementation of business product offerings, ensures the completion of applications and agreements, follows up to make sure everything is on schedule and may assist with installation of equipment.
Follows all processes and procedures utilizing the appropriate programs and documents customer interactions on a consistent basis.
Contribute to attaining the region’s annual growth budget for net deposit service charges not including NSF’s.
Develop a communication and presentation plan for key initiatives, sales training, product knowledge, and treasury management topics. Utilizing all communication channels, in-person branch or market meetings, emails, yammer, fact sheets etc.
Stay informed on all commercial products and services to be able to provide the appropriate financial advice to our customers.
Other duties may be assigned.

Qualifications

Post high school education preferred or equivalent combination of education and related work experience
Must have a minimum of three years outside sales and customer service in the financial services industry.
Two years of Treasury Management and deposit generation experience a plus
In depth knowledge of banking products and services