What are the responsibilities and job description for the Treasury Management Sales Officer position at MidFirst Bank - Default?
This role is responsible for driving treasury management growth across Arizona by developing new business, expanding existing relationships, and serving as a trusted advisor to clients and internal partners. The position requires a consultative sales approach, strong product knowledge, and close collaboration across relationship management, implementation, and commercial services teams to deliver effective client solutions.
Key Responsibilities
- Lead consultative sales calls with customers and prospects to extend relationships through treasury management and other bank products and services.
- Develop new treasury management business while growing and retaining existing client relationships.
- Prepare and deliver comprehensive sales proposals to customers and prospects.
- Manage the full sales cycle, including business development, prospect qualification, needs analysis, and closing to achieve annual revenue goals.
- Maintain an accurate, current sales pipeline in the bank's customer relationship management system.
- Stay current on industry trends, collaborate with vendors, and represent the bank at local industry conferences and meetings.
- Serve as a treasury management advisor by education clients on products, pricing, operations, and overall value.
- Participate in Relationship Manager pipeline meetings and hold regular on-on-one strategy sessions with partners to advance customer and prospect opportunities.
- Partner with the Implementation Consultant and Commercial Services to ensure new services are set up accurately, on time and with responsive support for client needs.
- Identify product improvement opportunities by communicating client and prospect feedback to Commercial Product Management.
Required Qualifications
- Bachelor Degree or equivalent professional experience
- Minimum of 3 years of treasury management sales experience
- Demonstrated success meeting sales goals
- Strong knowledge of cash management products and related business, financial and risk management processes
- Proficiency with Word processing, spreadsheet, and presentation software
- Strong verbal, written, and presentation skills
- Ability to travel, as needed, to perform essential job responsibilities
Preferred Qualifications
- Familiarity with financial payments software applications
- CCM or CTP certification