Treasury Management Sales Officer

Job Description Identify and pursue new business opportunities to expand the Treasury Management client portfolio
Build and maintain relationships with internal partners, Commercial Lenders, and Branch Managers, to generate leads and referrals
Conduct thorough client needs assessments to propose tailored treasury solutions
Serve as the primary contact for Treasury Management clients, ensuring satisfaction and long-term engagement
Conduct regular relationship reviews to assess the effectiveness of current solutions and recommend enhancements as needed
Proactively resolve client issues and provide consultative support on treasury products and services
Maintain deep expertise in Treasury Management products such as ACH, wire transfers, positive pay, remote deposit capture, merchant services, and account analysis
Develop and deliver effective sales presentations and proposals
Collaborate with the implementation team to ensure seamless onboarding of new clients
Ensure adherence to all bank policies, procedures, and regulatory requirements
Mitigate risk by ensuring appropriate documentation, account setup, and compliance with fraud prevention measures
Track and report sales activities, pipeline progress, and revenue generation to meet or exceed established targets
Provide management with regular updates on market trends, competitive landscape and client feedback
Regular and predictable attendance and punctuality
Physical Requirements:
Must be able to remain in a sitting stationary position for extended periods of time
Constantly operate a computer and other office machinery
Regular travel to client locations within assigned markets
Occasional evening and weekend hours may be required due to business need
Ability to lift up to 25 pounds

FCBI is an equal opportunity employer.