Treasury Management Officer- Middle Market- Vice President

Bear

Charlotte, NC, United States Full time Client Management
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Are you customer focused, enjoy building relationships and providing financial solutions to your clients? You have found the right team.

As a Treasury Management Officer in Commercial Banking, you will generate new treasury management business and maintain relationships with clients. You will leverage your deep treasury product knowledge to develop and execute a localized market and product strategy while developing partnerships with Bankers, Client Service, Product Leadership (Core Cash, Card and Commerce Solutions) and Implementation teams.

Job responsibilities

• Grow revenue by successfully prospecting and sourcing new treasury management business while retaining and expanding existing customer relationships

• Create strategic dialogues around key client-centric issues, incorporating best practices, industry benchmarking, opportunity quantification and solution positioning

• Collaborate with bankers and clients at senior and strategic levels to proactively provide integrated treasury solutions within a consultative and client driven framework

• Independently lead business process reviews aligned to key client sales opportunities and engage industry solutions specialist for complex client business process reviews

• Raise new solution ideas while partner with internal product stakeholders to represent the client perspective in the development and evolution of complex products and solutions

• Deliver thought leadership to the market, prospects and clients on the working capital solutions at client roundtables, industry conferences, webinars, and professional media platforms

• Manage the non-credit risk for customer portfolio and monitor and enhance profitability of all assigned relationships

Required qualifications, capabilities, and skills

• 6+ years of cash management, sales and relationship management experience

• Success developing new business with focus on prospecting utilizing strong selling and negotiation skills

• Knowledge and understanding of Treasury Service products, credit and risk process, overdraft management discipline, and pricing philosophy

• Excellent verbal and written communication skills

• Ability to develop strong working relationships with clients, colleagues, external centers of influence (COI), and external consulting organization

• Strong time management, organizational and planning skills

• Demonstrated experience of meeting or exceeding sales goals; proven top individual contributor

Preferred qualifications, capabilities, and skills

• Bachelor’s degree

• Certified Treasury Professional designation

• Strong creative solution and problem-solving abilities

Skills

Cash ManagementSales and Relationship ManagementProspectingNegotiationTreasury Service Products KnowledgeCommunicationRelationship BuildingTime ManagementOrganizational SkillsProblem-Solving