Regional Treasury Solutions Officer Position Available In Forsyth, North Carolina

Regional Treasury Solutions Officer

UNITED COMMUNITY BANK – 3.7

Winston-Salem, NC Job Details Full-time Estimated:

$53.5K – $81.3K a year 2 days ago Qualifications Treasury management Financial sales Management Account analysis Sales 5 years Microsoft Office Analysis skills Bachelor’s degree Organizational skills Financial services Senior level Bank Secrecy Act Communication skills Banking Full Job Description About the

Role:

The Regional Treasury Solutions Officer plays a pivotal role in driving the growth and retention of Treasury Management revenue across assigned markets. This role involves strategic collaboration with Commercial Relationship Managers and other internal partners to identify client needs, develop tailored solutions, and ensure seamless implementation of services. The officer will also focus on client satisfaction and retention, acting as a trusted advisor to deliver exceptional service and identify opportunities for cross-selling.

What You’ll Do:

Develop and execute consultative calling programs to achieve new business and revenue growth targets. Partner with Commercial Relationship Managers to identify and pursue Treasury Management opportunities. Prepare proposals, conduct sales presentations, and oversee the implementation of Treasury Management services. Actively manage a portfolio of clients to ensure satisfaction and identify opportunities for additional services. Analyze client relationships to recommend appropriate banking products and services. Serve as a subject matter expert for Treasury Management products, providing technical support to clients and internal teams. Participate in community and bank-sponsored events to promote the bank’s image and services. Maintain compliance with all regulatory and internal training requirements.

What We’re Looking For:

Experience:

5-10 years of experience in financial services sales, particularly in public sector banking. Minimum of 3 years in a Treasury Management sales role. Proven ability to sell non-traditional banking products in a traditional environment.

Education:

Bachelor’s degree is preferred, or equivalent combination of education and experience.

Required Skills:

Strong knowledge of business banking products including deposit accounts, sweep accounts, account analysis, and loans. Proficiency in Microsoft Office and other relevant software applications. Excellent interpersonal and communication skills, both verbal and written. Strong organizational skills with the ability to prioritize and meet deadlines. Ability to prepare compelling proposals and deliver persuasive sales presentations. Demonstrated ability to work collaboratively across departments and with clients at all levels.

Preferred Skills:

Experience working with counties and municipalities. Familiarity with compliance requirements including Bank Secrecy Act and anti-money laundering regulations.

Work Environment:

Based within the bank’s regional footprint. Full-time position with flexibility to work evenings and weekends as needed.

Travel:

Up to 25% travel required.

Supervisory Responsibility:

This position does not have direct supervisory responsibilities.

Conditions of Employment:

Must be able to pass a criminal background & credit check This is a full-time, non-remote position

FLSA Status:

Exempt We are an Equal Opportunity Employer and do not discriminate against any employee or applicant for employment because of race, color, sex, age, national origin, religion, sexual orientation, gender identity and/or expression, status as a veteran, and basis of disability or any other federal, state, or local protected class. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.