Job description
Town and Country Bank is seeking a Treasury Management Sales Officer at our Quincy location.
ABOUT US:
At Town and Country Bank and Peoples Prosperity Bank, our mission is to empower the financial well-being of our communities, one person at a time. We successfully uphold this mission by sticking to our core values of Teamwork, Achievement, Authenticity, Passion, and Positive Thinking.
Teamwork means we help each other. We stay on top of our responsibilities, take ownership of situations and outcomes, offer and ask for help when needed, and celebrate each other’s successes.
Achievement means we are motivated by success. We work diligently towards goals, contribute to a productive environment, are subject-matter experts, and communicate quickly.
Authenticity means be yourself. Be open and respectful. We know the value of the employee voice, and we want people who aren’t afraid to share their ideas and perspective.
Positive thinking means believe you can, and you will. We demonstrate positivity and level-headedness, provide encouragement, act with enthusiasm, and influence others to do the same.
Passion means we love our mission. We are self-motivated, mission-oriented, lead by example, and proactively seek new ways to share our knowledge and services with our communities.
The Core Values work together to create an engaging, authentic culture and lead to growth for our customers and the company. We hire, review, reward, and recognize our teammates based on these characteristics, so it’s important that you share these values to be part of our team.
JOB SUMMARY
This position is responsible for the management, coordination and execution of the Treasury Services sales growth and client servicing strategies. Essential responsibilities require consistent and direct communication with sales, product management, and operations team members and the ability to drive a successful sales culture via client-facing involvement and regular in-market client calls. In addition, this role requires a working knowledge of key industry business banking and treasury management products as well as a solid background in banking operations and technology. Embraces and promotes Town and Country's Core Values of teamwork, achievement, authenticity, passion, and positive thinking.
- Client relations
- Generating new business
- Sales collaboration
- Portfolio management
- Product expertise
- Coordinates with local market staff to identify prospective and existing clients to develop and increase treasury management services resulting in new and diversified income streams of service charge income and core deposits and investments
- Actively engages in the direct selling process including consistent and regular on-site prospect and client calls focusing on sales and service opportunities
- Assists in development of portfolio planning and management and client prioritization exercises
- Focuses effort on growth and retention of core deposits, investments, and treasury management services
- Generates new leads and sales appointments for both prospective and existing clients
- Develops and provides actionable client target lists for specific projects based upon applicable criteria
- Actively markets and sells cash management, merchant, remote teller, and other applicable small business services
- Reports monthly sales, pipeline development, and provides information for regular interval performance reviews to leadership and to be used for individual coaching and performance evaluation purposes
- Collaborates with product management and bank operations on a regular basis to service existing customer relationships
- Maintains awareness of the trends and new developments in coordination, development, and execution of new and existing services
- Negotiates pricing of services internally and externally to ensure acceptable competitiveness and profitability
- Provides coaching, guidance, and effective training to clients on products features and enhance and increase sales officer productivity and development
- Completes contracts, documentation, risk analysis, and onboarding for Treasury Management clients
- Directly assists clients with troubleshooting and onboarding of Treasury Management products
- Provides coaching, guidance, and effective training to clients on product features remotely or via outside client calls
- Collaborates on team projects, initiatives, and broader strategic relationship development efforts
QUALIFICATIONS:
- Strong executive presence both internally/externally
- Ability to generate new ideas, identify and drive development of new business
- Demonstrated leadership and selling skills
- Excellent listening, organizational and communications skills, both verbal and written
- Strong industry/market knowledge
- Ability to mobilize and motivate internal networks and resources
- Strong financial and technology skills
EDUCATION:
- Bachelor’s degree or equivalent work experience
- Minimum six to eight years’ experience in financial services sales, business banking, and/or treasury management
- Ability to travel throughout the assigned territory regularly to support sales efforts
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