Treasury Management Sales Officer Position Available In Broward, Florida
Tallo's Job Summary: The Treasury Management Sales Officer position at Amerantbank in Plantation, FL, offers an estimated salary range of $67K to $96.1K annually. Responsibilities include sales of treasury management products, meeting fee income goals, identifying client needs, and collaborating with business partners. Requirements include a Bachelor's degree in finance or banking, 5 years of experience in treasury management sales, and proficiency in Microsoft Office.
Job Description
Treasury Management Sales Officer Amerantbank – 3.6
Plantation, FL Job Details Full-time Estimated:
$67K – $96.1K a year 23 hours ago Qualifications Microsoft Powerpoint Microsoft Word Treasury management Microsoft Excel Management Sales 5 years Microsoft Office Finance Database management Bachelor’s degree Business Administration Senior level Banking Full Job Description The Treasury Management Sales Officer is responsible for assisting Business Development Officers with enhancing & deepening existing relationships and adding value by cross selling treasury products and servicing the client base within the portfolio. Generate a target amount of Treasury Management fees.
Duties and responsibilities include:
Sales of Treasury Management products and services. Meet assigned target fee income goal. Demonstrate ability to identify targeted company needs and the ability to offer customized client solutions. Partner with respective lines of business to provide recommendations on sales opportunities to include sales to new prospects and cross-sell opportunities to existing clients. Develop cross-sell opportunities within existing Corporate Banking portfolio. Assist Business Partners in meeting business service charge and deposit goals. Review sales goals with Business Partners. Educate and advise Business Partners and new TM product development initiatives. Maintain lines of communications with Business Partners individually and as a group. Assess knowledge level of individual RM’s bring each up to a minimum standard. Exhibit proficiency in training clients on all TM products. Ensure proper TM set up documentation and all required agreement execution. Take ownership and deliver timely resolution of customer issues. Develop knowledge of internal resources for accurate response to customer issues. Recommend viable solutions to improve customer service. Recommend and help develop product solutions as well as enhancing existing product set. Track implementation progress. Understand and communicate implementation time-line to align with customer expectations. Ensure preventive measures are carried out to fully comply with current rules, regulations and internal policies relating to risks Education and/or
Certifications Requirements:
Bachelor’s degree in finance, banking or business administration required or; AA and/or 7 minimum years of experience within field. Additional banking courses, seminars, and formal accredited credit training is desirable
Work Experience Requirements:
Five years’ experience in a Treasury Management sales role Technical and/or
Other Essential Knowledge:
Strong Sales and product knowledge is required as well as understanding of database management, independent thinking and ability to multitask. Proficiency using Microsoft Office 365 products including MS Word, MS Excel, MS Teams, and MS PowerPoint
