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Treasury Management Sales Officer

Company: Sunwest Bank
Location: Sandy
Posted on: May 25, 2023

Job Description:

This position is responsible for driving new business through the sales of treasury services offered by the Bank. They are also a consultant and business partner to the Relationship Management (RM) team to ensure all Bank clients are offered the specific products to fit their individual needs. This can be accomplished through customized sales proposals, conducting cost/benefit analyses, building multiple pricing scenarios and identifying pricing improvements and margin opportunities. Participates in customer calls as appropriate and provides pre and post- sale client support.ESSENTIAL DUTIES AND RESPONSIBILITIESGenerate new business through identifying market opportunities through cold calls, warm leads & referrals.Drive new sales opportunities by determining client needs and cross-selling treasury products and services to internal & external clients.Maintain active sales pipeline and provide real time updates available tools.Provides support to the RM group to educate and sell additional products to clients via onsite and telephonic meetings.Maintain relevant working knowledge of industry practices pertaining to the full suite of products and services offered.Handle in-bound customer service inquiries, training and support requests pertaining to Treasury Management & Internet Banking products and services, while ensuring customer service quality.Reviews and ensures the completeness, accuracy and adequacy of signed customer agreements, maintenance requests and cancelation forms.Understand and comply with requirements of all laws and regulations applicable to the position.Complete new client setup and/or deletion requests and client training in all related products and servicesAssist in fulfilling the department's audit requirements and ensure the implementation and completion of agreed audit recommendations.Provide support to Bank employees in all areas of Electronic Banking and Treasury Management products and services.Server as a subject matter expert on system capabilities, client onboarding process & worksheets and bank agreements related to Treasury Management servicesADDITIONAL RESPONSIBILITIESDemonstrates high degree of professionalism in communication, attitude and teamwork with customers, peers and managementDemonstrates high level of quality work, attendance and appearanceAdheres to all Company Policies & Procedures and Safety RegulationsAdheres to local, state and federal lawsPerforms any other duties that may be assigned by warehouse managerUnderstands and complies with all company rules and regulationsAttends 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, FACT-Identity Theft, Information Technology and GLBA.Additional duties as assigned as it relates to the positionSUPERVISORY RESPONSIBILITIESThis position does not have supervisory responsibilitiesMINIMUM QUALIFICATIONS5 years of related Treasury Management experience and/or training; or the equivalent combination of education and experience. Educational experience, through in-house training sessions, formal school or financial industry related curriculum, should be applicable to the financial industry.Some knowledge of related state and federal banking compliance regulations, Bank operational policiesand procedures, and the Bank's products and services.Exceptional verbal, written and interpersonal communication skills, with the ability to apply common sense to carry out instructions and instruct others, train personnel, write reports, correspondence and procedures, and speak clearly to customers and employees.Ability to deal with complex problems involving multiple facets and variables in non-standardized situations.Ability to work with no supervision while performing duties.COMPETENCIES:AdaptabilityCommunicationDecision MakingInitiativeInnovationMotivatorOrganizationProfessionalismResults OrientatedPHYSICAL 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 differently-abled individuals to perform the essential functions of the job.Standing, walking and squatting less than fifty percent of the work shiftRequired to lift, move and carry up to 40 poundsAbility to read, count and write to accurately complete all documentation and reportsMust be able to see, hear and speak in order to communicate with employees and other customersSpecific vision abilities include close vision, distance vision, peripheral vision, depth perception and ability to adjust focusManual dexterity required using hands to finger; handle, feel and type; reach with hands and arms (Check the box that applies by double clicking on the box.)Sedentary: Limited activity, no lifting, limited walkingModerate: Mostly standing, walking, bending, frequent liftingLight: Office work, some lifting, bending, stooping or kneeling, walking Arduous: Heavy lifting, bending, crawling, climbingWORK 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 differently-abled individuals to perform the essential functions of the job within the environment.The work space is clean, orderly, properly lighted and ventilated with the proper safety complianceNoise levels are considered moderateSunwest Bank Is an Equal Opportunity EmployerSunwest Bank works with staff members and customers without regard to race, ancestry, national origin, sex, marital status, age, religion, medical condition, handicap, disability or veteran status and to assist the Bank in maintaining its Affirmative Action Program.Compliance with Bank Secrecy Act laws and regulations is considered an extremely serious matter, and it is intended that Sunwest Bank, through the purposeful efforts of its employees and officers, are expected to make every resolute attempt to conform to its Bank Secrecy Act Program and Procedures. Failure to comply will be reflected in their performance review as well as in any bonus compensation programs in which they may participate.Attend and complete all required classroom, computer-based, web-based and seminar training. It is the individual responsibility of every employee to maintain a current awareness and understanding of and to fully comply with Sunwest Bank's "Code of Ethics and Conduct." Each employee is also expected to maintain an awareness of the laws, regulations, internal policies and procedures that are appropriate for his/her positionNote: The preceding job description has been designed to indicate the general nature and level and work performed by employees within this classification. It is not designed to contain or be interpreted as a comprehensive inventory of all duties, responsibilities, and qualifications required of employees assigned to this job. All job descriptions can be amended without notice as warranted by business necessity.SUNWEST BANKRECEIPT OF JOB DESCRIPTIONEmployee name:Employee signature: Date:Department:Manager name:Manager's signature: Date:All job descriptions can be amended without notice as warranted by business necessity.

Keywords: Sunwest Bank, Sandy , Treasury Management Sales Officer, Executive , Sandy, Utah

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