- Achieving new sales targets and portfolio revenue growth objectives.
- Partnering with lenders and others to target and build opportunities for Treasury Management solutions.
- Influencing and enriching the sales process through industry trend analysis, product innovation, and consultative relationship reviews.
- Executing a strategic market-based sales plan to target prospects and existing customers.
- Achieving annual performance metrics for new business sales, call expectations, and retention of strategic client relationships.
- Growing non-interest income.
- Managing pipeline for accuracy.
- Representing Treasury Management in internal and external settings.
- Building brand awareness.
- Performing other duties as assigned.
- BA/BS degree in Business, Finance, or related degree or equivalent.
- Five or more years of proven treasury management sales experience.
- Certified Treasury Professional (CTP) or Certified Cash Management (CCM) certification preferred.
- Proven ability to drive deposits.
- Experience with territory management in sales.
- High level of Treasury Management product knowledge and product innovation.
- Knowledge of credit and operational risk-ability to quantify potential exposure.
- Industry or vertical market expertise.
- Strong knowledge of market/industry trends.
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