What are the responsibilities and job description for the Senior Treasury Management Sales Officer position at NBT Bank?
Pay Range: $106,041.00 - $141,380.00
The Senior Treasury Management Sales Officer manages a regional business customer portfolio and is responsible for customized depository and treasury management solutions provided to major and complex business customers. The Senior TMSO is responsible for leading growth in fee income and deposits. This position serves as a trusted advisor for complex business customers and provides education to customers and colleagues on products, pricing and operations. The TMSO role will solidify customer retention by providing a superior customer experience in accordance with NBT Bank’s Mission, Vision and Values. The Senior TMSO supervises and oversees TM analyst(s) as a member of his/her sales team, including influence over HR performance ratings and responsibility for the analyst’s development plans.
Education And Experience
50% Sales- Structures and sells new treasury management solutions to major and complex business customers. Leads all elements of the sales cycle. Develops independent channels to prospect new Treasury Management clients and manage prospect pipeline. Cultivates and calls on large and major prospective customers independently to develop new Treasury Management relationships. Evaluates recommended pricing, recommends alternatives and pricing exceptions for to optimize profitability. Anticipates and tailors proposals to win business, and provides strong rationale for business recommendations. Prepares and delivers customized, comprehensive proposals to major and complex business customers and prospects to drive growth. The Senior TMSO supervises and oversees TM analyst(s) as a member of his/her sales team, including influence over HR performance ratings and responsibility for the analyst’s development plans. The Senior TMSO trains and grooms TM Analysts while delivering superior customer experience.
25% Market Leadership- Consults with customers as a trusted advisor regarding payments optimization and liquidity. Identifies customer banking needs and proactively refers leads and cross-sell opportunities outside of TM. Leads and advises customers on new trends and innovation, new products, and technology enhancements. Public speaker role for NBT in webinars and customer events. Develops and delivers industry presentations to local professional organizations, focusing on treasury management solutions and industry best practices to further support the Bank’s sales efforts.
15% Sales effectiveness - Collaborates with business partners and leads the onboarding of major and complex client relationships to ensure optimal customer experiences. Proactively recommends enhancements to management about third party vendors, systems design, client service delivery, website competitiveness and other bank to enhance sales, customer experience and adoption. Seeks and develops ongoing industry knowledge and expertise on competitive landscape, new payments technologies, and regulatory environment to ensure competitive proposals. Maintains strong referral network for outside-in awareness.
5% Projects- Proactively leads continuous improvement across the bank’s TM delivery processes. Anticipates market needs to lead planning and development strategies. Analyzes & pursues markets, sectors, geographies or other groups to identify new treasury management opportunities. Recommends process efficiencies to management, conducts portfolio reviews, facilitates product and pricing actions and other work as needed.
Physical Requirements:
At NBT we empower people to grow, innovate, and thrive through meaningful work, a supportive culture and opportunities to make a real impact in your community – because your success drives our success.
Wellbeing
At NBT, we value and support your wellbeing by offering generous time-off policies, wellness initiatives and flexible work arrangements, so you can thrive both personally and professionally.
Community Involvement
NBT believes community involvement fosters our success and the success of those around us. Through volunteer service and charitable partnerships, we empower our employees to make a positive impact beyond the workplace.
Culture
NBT believes in creating a workplace where every voice matters and every team member feels empowered to contribute. With supportive leadership, we foster an environment where employees are connected, inspired, and valued.
Career Development
Whether you’re just starting your career or serve in a senior leadership role, your growth and development are our priority. NBT provides a wide variety of development programs and tools for you to reach your full potential.
Total Rewards
NBT recognizes and rewards your contributions with competitive compensation, comprehensive benefits and performance-based incentives – ensuring you feel valued every step of the way.
Business Stability
NBT has built a reputation as a stable financial institution by growing our people and our business, evolving our processes and managing risk. We've weathered the market's ups and downs for over 165 years, all while charting a well-defined growth plan.
Benefits for Full-Time Employees:
The Senior Treasury Management Sales Officer manages a regional business customer portfolio and is responsible for customized depository and treasury management solutions provided to major and complex business customers. The Senior TMSO is responsible for leading growth in fee income and deposits. This position serves as a trusted advisor for complex business customers and provides education to customers and colleagues on products, pricing and operations. The TMSO role will solidify customer retention by providing a superior customer experience in accordance with NBT Bank’s Mission, Vision and Values. The Senior TMSO supervises and oversees TM analyst(s) as a member of his/her sales team, including influence over HR performance ratings and responsibility for the analyst’s development plans.
Education And Experience
- -Bachelor’s degree and/or equivalent experience
- -Seven years TM sales or relevant TM experience
- -Certified Treasury Manager (CTP) preferred but not required.
- Demonstrated expertise in Treasury Management products and related business, financial and risk management processes.
- Strong negotiating skills
- Analytical, zooms in and out as needed
- Willingness to guide and develop subordinates
- Intense commitment to quality and customer excellence.
- Outstanding presentation skills for effective communication to business customers.
- Demonstrated ability to independently manage time and multiple projects effectively.
- Self-motivated
- Proficiency with Microsoft Office and presentation software.
- Excellent written and verbal communication skills.
- Travel more than 50%
- Driver's License required
- Reliable transportation required
50% Sales- Structures and sells new treasury management solutions to major and complex business customers. Leads all elements of the sales cycle. Develops independent channels to prospect new Treasury Management clients and manage prospect pipeline. Cultivates and calls on large and major prospective customers independently to develop new Treasury Management relationships. Evaluates recommended pricing, recommends alternatives and pricing exceptions for to optimize profitability. Anticipates and tailors proposals to win business, and provides strong rationale for business recommendations. Prepares and delivers customized, comprehensive proposals to major and complex business customers and prospects to drive growth. The Senior TMSO supervises and oversees TM analyst(s) as a member of his/her sales team, including influence over HR performance ratings and responsibility for the analyst’s development plans. The Senior TMSO trains and grooms TM Analysts while delivering superior customer experience.
25% Market Leadership- Consults with customers as a trusted advisor regarding payments optimization and liquidity. Identifies customer banking needs and proactively refers leads and cross-sell opportunities outside of TM. Leads and advises customers on new trends and innovation, new products, and technology enhancements. Public speaker role for NBT in webinars and customer events. Develops and delivers industry presentations to local professional organizations, focusing on treasury management solutions and industry best practices to further support the Bank’s sales efforts.
15% Sales effectiveness - Collaborates with business partners and leads the onboarding of major and complex client relationships to ensure optimal customer experiences. Proactively recommends enhancements to management about third party vendors, systems design, client service delivery, website competitiveness and other bank to enhance sales, customer experience and adoption. Seeks and develops ongoing industry knowledge and expertise on competitive landscape, new payments technologies, and regulatory environment to ensure competitive proposals. Maintains strong referral network for outside-in awareness.
5% Projects- Proactively leads continuous improvement across the bank’s TM delivery processes. Anticipates market needs to lead planning and development strategies. Analyzes & pursues markets, sectors, geographies or other groups to identify new treasury management opportunities. Recommends process efficiencies to management, conducts portfolio reviews, facilitates product and pricing actions and other work as needed.
Physical Requirements:
- Communicate effectively with internal and/or external customers
- Stationary 75% of time or greater
- Move Objects to Maximum 10 lbs
At NBT we empower people to grow, innovate, and thrive through meaningful work, a supportive culture and opportunities to make a real impact in your community – because your success drives our success.
Wellbeing
At NBT, we value and support your wellbeing by offering generous time-off policies, wellness initiatives and flexible work arrangements, so you can thrive both personally and professionally.
Community Involvement
NBT believes community involvement fosters our success and the success of those around us. Through volunteer service and charitable partnerships, we empower our employees to make a positive impact beyond the workplace.
Culture
NBT believes in creating a workplace where every voice matters and every team member feels empowered to contribute. With supportive leadership, we foster an environment where employees are connected, inspired, and valued.
Career Development
Whether you’re just starting your career or serve in a senior leadership role, your growth and development are our priority. NBT provides a wide variety of development programs and tools for you to reach your full potential.
Total Rewards
NBT recognizes and rewards your contributions with competitive compensation, comprehensive benefits and performance-based incentives – ensuring you feel valued every step of the way.
Business Stability
NBT has built a reputation as a stable financial institution by growing our people and our business, evolving our processes and managing risk. We've weathered the market's ups and downs for over 165 years, all while charting a well-defined growth plan.
Benefits for Full-Time Employees:
- Generous Paid Time Off: At least 22 days annually, prorated in the year of hire.
- Parental Leave: Six weeks of paid leave at 100% of your salary.
- Comprehensive Medical Coverage: Includes employer contributions to HSA for High Deductible Health Plan participants.
- Dental and Vision Coverage: Ensuring your overall health and well-being.
- Flexible Spending Accounts: For healthcare and dependent care expenses.
- Employer-Paid Disability Coverage: Both short-term and long-term, with an option to purchase additional long-term coverage.
- Life Insurance: Employer-paid basic life insurance, with an option to purchase supplemental coverage.
- Voluntary Benefits: Including hospital, accident, and critical illness coverage.
- Retirement Plans: Benefit from a 401(k) plan with employer matching, an optional Roth 401(k), and a pension plan to help secure your future.
- Adoption Assistance: Supporting your growing family.
- Tuition Reimbursement: Invest in your education and career growth.
- Employee Assistance Program (EAP): Access to support and resources.
- Pet Insurance: For all your furry friends.
- Financial and Banking Services: Various banking services benefits and financial planning assistance.
- Medical Coverage: Includes employer contributions to HSA for High Deductible Health Plan participants.
- Dental and Vision Coverage: Ensuring your overall health and well-being.
- Voluntary Benefits: Including hospital, accident, and critical illness coverage.
- Generous Parental Leave: Six weeks of paid leave at 100% of your salary.
- Retirement Plans: Benefit from a 401(k) plan with employer matching, an optional Roth 401(k), and a pension plan for employees who work at least 1,000 hours in a calendar year, all designed to help secure your future
- Paid Sick and Safe Leave: For your health and safety.
- Employee Assistance Program (EAP): Access to support and resources.
- Financial and Banking Services: Various banking services benefits and financial planning assistance.
Salary : $106,041 - $141,380