Treasury Management Sales Manager
Treasury Management Sales Manager
Posted on :
07-04-2025
Employer Active
1 Vacancy
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Job Description
SUMMARY
The Treasury Management Sales Manager will be responsible for developing and executing sales strategies to drive revenue growth for the organizations treasury management products and services. The successful candidate will work closely with the sales team to identify and pursue new business opportunities as well as manage existing client relationships to ensure customer satisfaction and retention.
ESSENTIAL DUTIES AND RESPONSIBILITIES
The Treasury Management Sales Manager will be responsible for developing and executing sales strategies to drive revenue growth for the organizations treasury management products and services. The successful candidate will work closely with the sales team to identify and pursue new business opportunities as well as manage existing client relationships to ensure customer satisfaction and retention.
ESSENTIAL DUTIES AND RESPONSIBILITIES
- Develop and implement sales strategies to achieve revenue targets for treasury management products and services
- Identify and pursue new business opportunities through prospecting networking and relationship building
- Manage existing client relationships to ensure customer satisfaction and retention
- Collaborate with internal teams to ensure timely and accurate delivery of treasury management products and services
- Provide regular reporting and analysis of sales performance and market trends
- Stay uptodate with industry trends and best practices to inform sales strategies and tactics
ADDITIONAL RESPONSIBILITIES
- Managing a team of Treasury Manager Sales Officers across the Sunwest Bank footprint responsible for selling treasury management products and services.
- Demonstrates high degree of professionalism in communication attitude and teamwork with customers peers and management
- Demonstrates high level of quality work attendance and appearance
- Adheres to all Company Policies & Procedures and Safety Regulations
- Adheres to local state and federal laws
- Understands and complies with all company rules and regulations
- Attends training and maintains a basic knowledge of procedures to ensure compliance with laws and regulations governing financial institutions as they apply to your position and job responsibilities with an emphasis on the BSA/AML/CIP Consumer Privacy Regulation CC Information Security Bank Protection Act FACTIdentity Theft Information Technology and GLBA.
- Additional duties as assigned as it relates to the position.
MINIMUM QUALIFICATIONS
- Bachelors degree in business finance or a related field
- 5 years of experience in sales preferably in treasury management or financial services
- Proven track record of achieving sales targets and driving revenue growth
- Excellent communication negotiation and relationshipbuilding skills
- Strong analytical and problemsolving skills
- Ability to work independently and as part of a team in a fastpaced dynamic environment
- Proficiency in Microsoft Office and CRM software
COMPETENCIES:
- Adaptability
- Communication
- Decision Making
- Initiative
- Innovation
- Motivator
- Organization
- Professionalism
- Results Orientated
PHYSICAL DEMANDS: In general the following physical demands are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to allow differentlyabled individuals to perform the essential functions of the job.
- Standing walking and squatting less than fifty percent of the work shift
- Required to lift move and carry up to 40 pounds
- Ability to read count and write to accurately complete all documentation and reports
- Must be able to see hear and speak in order to communicate with employees and other customers
- Specific vision abilities include close vision distance vision peripheral vision depth perception and ability to adjust focus
- Manual dexterity required using hands to finger; handle feel and type; reach with hands and arms
WORK ENVIRONMENT: In general the following conditions of the work environment are representative of those that an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to allow differentlyabled individuals to perform the essential functions of the job within the environment.
The work space is clean orderly properly lighted and ventilated
Required Experience:
Manager
Employment Type
Full Time
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