Treasury Management Sales Officer

At Liberty, we strive to maximize our impact and exceed goals by investing in our teammates to deepen our relationships in the workplace and communities we serve. We take pride in promoting a socially responsible and sustainable future through initiatives and investment.

SUMMARY OF THE JOB:

The Treasury Management Sales Officer provides professional, consultative sales of Treasury Management solutions through the acquisition of new customers and deepening existing customer relationships. Through sales activities, enhance business/commercial/government relationships by providing highly specialized advice on all Treasury Management solutions.

ESSENTIAL FUNCTIONS:

• Accountable for revenue growth, deposit generation, client calling and prospecting, responding to Request for Proposals, building and executing call plans and customer presentations
• Conduct professional, needs-based discovery conversations with business/commercial/government clients/prospects to identify Treasury Management opportunities
• Devise and implement calling strategy to meet call goals and sales goals
• A thorough understanding of industry-wide treasury management solutions
• Sales goals will be met by working with prospects and existing customers through in-person visits, phone calls and written communications, researching and building prospect lists, prospecting potential clients through Centers of Influence and other avenues
• Proactively engage with Commercial Relationship Managers and Branch Managers to develop Treasury Management leads and conduct joint calls
• Generate new commercial deposit relationships
• Enhance client retention
• Promote cross-bank collaboration providing referrals for other bank products & services
• Understand and communicate implementation timelines to align with customer expectations
• Respond to Request for Proposals
• Maintain and continuously refine extensive knowledge of Treasury Management industry products, services and pricing
  
  

Minimum knowledge/skills:

• 5 years outside Treasury Management sales and relationship experience preferred
• Proven verbal/written communication and presentation skills
• Established critical/strategic thinking and problem resolution skills
• Demonstrated experience understanding business cash flow
• Certified Treasury Professional (CTP) or Certified Cash Manager (CCM) preferred
• Proficiency with Microsoft Office at intermediate or higher level
  
  

PHYSICAL REQUIREMENTS:

• Ability to travel throughout Liberty’s commercial footprint (80%)
• General Office Equipment
• Keyboard Dexterity
• Prolonged Sitting
  
  

COMPLIANCE:

Acts affirmatively in all activities under his/her control in conformance with the Bank’s Affirmative Action, Equal Employment Opportunity, and Fair Lending Programs to achieve the Bank’s goals and objectives. The Bank shall provide equal employment opportunity to all qualified persons, and continue to recruit, hire, train and evaluate persons in all jobs without regard to race, color, religion, sex, national origin, or veteran status.

Liberty Bank is an Equal Opportunity employer. It is the policy of Liberty Bank to provide equal employment opportunities to all qualified applicants without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, protected veteran or disabled status, or genetic information.