Treasury Management Sales Officer at Citizens Business Bank in San Jose, CA

Job description

Summary The Treasury Management Sales Officer is an integral part of the Treasury Management Sales team and makes positive contributions to the department and bank’s success through generating fee income by providing skilled and knowledgeable assistance to clients seeking or needing treasury management solutions. This will be accomplished by preparing presentations and proformas, conducting demonstrations and selling those solutions to the client; then collecting the appropriate documentation to support the implementation of that service. The Sales officer is also responsible for training (non-treasury management) internal business unit personnel so they are able to recognize treasury management opportunities. Essential Duties and Responsibilities include the following: Complies with and stays abreast of all policies and procedures, federal and state laws applicable to the job. Reviews, analyzes and understands clients’ treasury management needs. Conducts demonstrations as needed. Completes professional presentations and accurate proformas designed to educate the client of all appropriate treasury management solutions. Maintains sufficient knowledge of all treasury management products and services to educate and sell services to clients within assigned territory. Manages calling schedule and completes pre-planning tasks as needed to maintain effective support of clients and business units in assigned territory. Provides professional telephone support as needed to treasury management clients and prospects. Submits appropriate documentation to identify client needs to all individuals involved in the implementation process. Conducts training session regularly to ensure non-treasury management personnel within the assigned territory can recognize treasury management opportunities. Creates an environment of trust with business unit partners and operational unit partners. Acts as a liaison between business unit partners and operational units to discuss treasury management opportunities with clients. Mitigates risk associated with all treasury management products and services and works with risk managers and lenders to identify these risks. Adheres to bank service level agreements, policies and regulations. Provides, presents and promotes The Citizens Experience to all external and internal customers. Other duties as assigned by Treasury Management Sales Manager or above. Supervisory Responsibilities This job has no supervisory responsibilities. Qualifications To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Education and/or Experience Associate's degree (A. A.) or equivalent from two-year college or technical school; or six months to one year related experience and/or training; or equivalent combination of education and experience. Language Skills Ability to read, analyze, and interpret general business periodicals, professional journals, technical procedures, or governmental regulations. Ability to write reports, business correspondence, and procedure manuals. Ability to effectively present information and respond to questions from groups of managers, clients, customers, and the general public. Mathematical Skills Ability to add, subtract, multiply, and divide in all units of measure, using whole numbers, common fractions, and decimals. Ability to compute rate, ratio, and percent and to draw and interpret bar graphs. Reasoning Ability Ability to apply common sense understanding to carry out instructions furnished in written, oral, or diagram form. Ability to deal with problems involving several concrete variables in standardized situations. Computer Skills To perform this job successfully, an individual should have knowledge of Database software; Excel