Regional Treasury Solutions Officer
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What you'll do
- Identify and develop market potential for treasury management and other bank services.
- Conduct consultative business development calls on corporate, county, and municipal clients.
- Maximize non-interest income through product penetration and fee optimization.
- Sell the bank’s full suite of treasury management services.
- Analyze client relationships and recommend appropriate treasury and banking solutions.
- Coordinate account setup and oversee the implementation of sold products.
- Manage controllable expenses to ensure portfolio profitability.
- Serve as a treasury product expert and provide technical guidance to customers and internal partners.
- Cross-sell additional banking services, including consumer banking products.
- Participate in community organizations and bank-sponsored activities to promote the bank’s brand and services.
What they're looking for
- Bachelor’s degree or 5–10 years of experience selling financial services, preferably in the public contract sector.
- Minimum 3 years of experience in a treasury management sales environment.
- Proficiency with PC operations and standard software applications.
- Strong working knowledge of banking products including deposit accounts, sweeps, account analysis, and lending products.
- Excellent interpersonal, communication, and customer engagement skills.
- Demonstrated ability to sell non-traditional bank products within a traditional banking environment.
- Effective written communication skills for proposals and business correspondence.
- Strong organizational and time management abilities.
- Proven ability to deliver compelling sales presentations and close new business.
- Completion of all required compliance training, including Bank Secrecy Act/Anti-Money Laundering.
Summarised by NextRaise from the employer’s description, which follows in full below.
Full description from employer
Overview
United Community is seeking an experienced Regional Treasury Solutions Officer to drive the development and retention of Treasury Management revenue across assigned markets. This high-impact role will focus on delivering consultative treasury solutions, generating new business, and partnering closely with Commercial Relationship Managers and internal business units to achieve strategic growth goals.
What You’ll Do
Identify and develop market potential for treasury management and other bank services.
Conduct consultative business development calls on corporate, county, and municipal clients.
Maximize non-interest income through product penetration and fee optimization.
Sell the bank’s full suite of treasury management services.
Analyze client relationships and recommend appropriate treasury and banking solutions.
Coordinate account setup and oversee the implementation of sold products.
Manage controllable expenses to ensure portfolio profitability.
Serve as a treasury product expert and provide technical guidance to customers and internal partners.
Cross-sell additional banking services, including consumer banking products.
Participate in community organizations and bank-sponsored activities to promote the bank’s brand and services.
Requirements For Success
Bachelor’s degree or 5–10 years of experience selling financial services, preferably in the public contract sector.
Minimum 3 years of experience in a treasury management sales environment.
Proficiency with PC operations and standard software applications.
Strong working knowledge of banking products including deposit accounts, sweeps, account analysis, and lending products.
Excellent interpersonal, communication, and customer engagement skills.
Demonstrated ability to sell non-traditional bank products within a traditional banking environment.
Effective written communication skills for proposals and business correspondence.
Strong organizational and time management abilities.
Proven ability to deliver compelling sales presentations and close new business.
Completion of all required compliance training, including Bank Secrecy Act/Anti-Money Laundering.
Conditions of Employment
- Must be able to pass a background & credit check.
- This is a full-time, non-remote position.
FLSA Status: Exempt
Ready to take your grow your career with a team that values your contributions? Apply today and become a vital part of our team!
We are an Equal Opportunity Employer and do not discriminate against any employee or applicant for employment because of race, color, sex, age, national origin, religion, sexual orientation, gender identity and/or expression, status as a veteran, and basis of disability or any other federal, state, or local protected class.
Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
Pay Range
USD $95,000.00 - USD $125,000.00 /Yr.Company
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