Summary:

Responsible for developing new business and providing support to commercial bank prospects and existing customers. Makes calls individually and cross-departmentally to identify needs and recommend business solutions. Develops referral sources for leads to new business. Uses consultative selling to cross-sell Treasury Management products and services to current customers.

Primary Responsibilities and Duties:
(These responsibilities are not meant to be all-inclusive or prevent other duties from being assigned as needed)

• Contribute to bank growth and revenue generation with direct business development through prospecting and outside networking.
• Devise and execute plan to achieve sales goals
• Deliver a consultative sales approach by helping business customers assess their banking needs and then delivering solutions.
• Contact prospective customers in order to develop new treasury management business.
• Manage relationships with existing customers to ensure proper servicing of accounts and to expand existing business.
• Participate in joint calls with Financial Center Location managers, business development officers and commercial lenders.
• Prepare proposals and sales presentations, explain services offered, and recommend services which would benefit customers.
• Partner with all business lines and other officers to provide recommendations on sales opportunities to new prospects and cross-sell opportunities to existing customers.
• Meet or exceeds set fee income goals.
• Demonstrate the ability to identify commercial customer needs and provide customized solutions.
• Conduct periodic reviews with all top treasury management customers.
• Perform training for new and existing customers as needed.
• Assist in the design of and ensures the proper installation of business solutions services.
• Maintain awareness of competitor’s products and pricing, including new trends and developments in the industry.
• Maintain compliance with all regulatory requirements.
• Attend networking and team building activities.
• Perform all other duties as assigned.

Position Requirements:

• Associates Degree or equivalent work experience.
• Two-Four years of retail sales/customer service experience or one year of previous relationship banking experience, with a focus on needs-based selling.
• Excellent verbal and written communication skills to effectively and professionally communicate at all levels of the organization and in the community.
• High level of accuracy, attention to detail, multi-tasking, follow through, and time management skills.
• Ability to work independently with limited supervision.
• Good personal computing skills including MS Word, Excel and PowerPoint.