Treasury Management Sales Officer

Description

We are seeking a dynamic and knowledgeable Treasury Management Sales Officer to join our team. This role offers an exciting opportunity to leverage your expertise in treasury management products and payments to drive business growth, strengthen client relationships, and deliver tailored treasury solutions. If you are a consultative professional with a passion for client service and financial solutions, we invite you to contribute to our continued success.

Essential Functions

1. Business Development & Sales: Prospects and sources new commercial clients for treasury management services; develops and executes sales strategies to achieve deposit and fee income goals; prepares and delivers compelling presentations, proposals, and pricing pro formas.

2. Relationship Management: Maintains and expands relationships with existing clients through regular reviews and consultative engagement; partners with Relationship Managers and other departments to identify cross-selling opportunities. Maintains contact with top and high priority customers.

3. Product Expertise & Advisory: Serves as an internal expert on treasury management products and services; provides strategic advisory services to clients on cash management, fraud prevention, and payment solutions. Internally champions new product development and pricing. 

4. Market & Industry Engagement: Stays informed on industry trends, competitor offerings, and emerging technologies; represents the Bank at community events and industry conferences to build brand presence.

5. Maintains a current knowledge of Bank regulations. Ensures compliance with all Federal, State, and Bank policies, procedures, and regulations.

6. Performs other duties as assigned.

Performance Measurements 

1. Sales & Revenue Metrics: Net New Revenue from new treasury clients and cross-sell opportunities; Deposit Growth attributable to treasury solutions.

2. Client Acquisition & Retention: New Client Count onboarded; Churn Rate of clients discontinuing services.

3. Sales Process Efficiency: Pipeline Health (volume and quality of opportunities); Time to Close from initial contact to deal closure.

4. Consistently demonstrates the behaviors that embody River City Bank’s Values.

5. Good working relationships and coordination exist with all co-workers and managers. 

Requirements

Education

• Bachelor’s degree from accredited college in accounting, business, or finance or equivalent experience.

Required Experience

• Five plus years of treasury management/commercial loan experience and/or training; or equivalent combination of education and experience. 
• Advanced knowledge of banking payment system regulations, transaction processing and corporate treasury functions. 

Knowledge Skills/Abilities

• Excellent sales skills with the ability to meet or exceed established sales goals within expected timelines. 
• Excellent communication, negotiation, interpersonal and problem-solving skills. 
• Proficiency in personal computers and related software.

This position requires regular travel and client-facing activities, with the expectation of significant time spent in the field developing new business relationships.

Additional Comments:

River City Bank is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, pregnancy, genetic information, disability, status as a protected veteran, or any other protected category under applicable federal, state, and local laws.

Note: River City Bank does not sponsor applicants for work visas.

For CA residents please read the Notice at Collection - California before applying.