Treasury Management Sales
Job Type
Full-time
Description

Position Summary: This position is responsible for the sales management function of Treasury Management. This includes sourcing new business and servicing existing customers. This person will also have a strong working knowledge of the banks deposit, online, and mobile products with a special emphasis on all products with a commercial influence. The employee must be a self-starter, have strong communication skills, give outstanding customer service and be sales oriented.


Major Duties and Accountabilities:

  • Takes part in and embraces the Legacy Culture and gives outstanding customer service to internal and external customers.
  • Lead and develop the Treasury Management sales strategy to increase market penetration and maximize revenues.
  • Lead the Treasury Management sales team in business development, working collaboratively with other commercial banking leaders to ensure financial results and member experience goals are achieved.
  • Be proactive in customer calling efforts with bank staff, specifically commercial lenders, to assist their business customers on setup of cash management products/services and deposit accounts which best fit customer’s needs.
  • Monitor product vendor communications on enhancements, scheduled maintenance, added features and functionality.
  • Grow, with help from department staff, the bank’s portfolio of Merchant Service customers by working with loan officers and individual customers to transition their Merchant Service programs to Legacy.
  • All other responsibilities as assigned.  


Requirements

Required:

  • High School Diploma or GED equivalent.
  • 5+ years successful sales experience.
  • Previous banking experience.
  • Previous management experience.


Preferred:

  • Bachelor’s degree in marketing, finance, accounting, or related area.  
  • Previous Treasury Management and/or banking experience.