Treasury Sales Officer III

Treasury Sales Officer III

Job ID

2025-14673

Job Locations

US-FL-Tampa

Overview

The Treasury Sales Officer will be responsible for effectively selling the Bank's depository and treasury solutions services to existing and prospective clients, either in conjunction with Relationship Managers or on an individual basis, achieving deposit and fee income goals and solidifying customer retention efforts by providing a superior level of relationship management and customer service.

This position will contact prospective customers in order to develop new treasury business and will manage relationships with existing customers to ensure proper servicing of accounts and to expand existing business. The Treasure Sales Officer will prepare sales presentations, explain services offered, and recommend services which would benefit clients. This position will identify opportunities to cross-sell other products and services, meet or exceed set deposit goals, and ensure the proper installation of treasury solutions services.

The Treasury Sales Officer must be a team player, have the ability to work under pressure, have a professional image, and be able to resolve problems and conflicts. This position must possess strong and advanced business communications skills, such as advanced writing, listening, delivering sales proposals, have basic office and mathematics skills, and have customer service skills. Possession of professional skills such as report writing, basic statistics, effective presentation skills and creative skills will be required.

Location listed is preferred office location but other locations may be considered based upon convenience and business necessity.

RENASANT BANK IS AN EQUAL OPPORTUNITY EMPLOYER

Responsibilities

Achieve / exceed key objectives and goals in business development, client retention, deposit growth, portfolio quality, fee income, cross sales, referrals, client satisfaction, and knowledge of treasury management solutions. Proven track record for developing new sales, closing sales, and achieving annual objectives for treasury management sales goals, fee income generation, cross sales, and referrals

• Call on new and existing business clients to develop and close treasury management sales business. Proactively review assigned client base and identify deposit and treasury management services solutions, and cross-sale opportunities based on customer needs and complete the sale. Refer and engage business partners (i.e., commercial lending, branches, wealth and insurance, etc.), as appropriate
• Develop treasury solutions sales proposals and pricing pro formas for prospective and existing clients to further develop and strengthen business relationships
• Conduct annual treasury management reviews for top tier business clients
• Maintain up to date and working knowledge of treasury management sales programs, products, and services, as well as applicable federal and state regulatory and compliance requirements
• Deliver internal treasury management presentations and participate in sales meetings, joint call planning, and prospect development in partnership with region's business lending and branch calling officers
• Partner with business lenders and branch calling officers in pre-proposal discussions to fully understand client needs and shape preferred solutions
• Actively participate in joint client and prospect calls and presentations with business lenders and branch sales officers to further business development and sales efforts; lead treasury management discussions with clients and prospects, identifying and assessing client needs and challenges and communicating features / benefits of Bank programs and treasury management products and services
• Prepare contracts and implementation documentation in accordance with all account opening, account ownership verification, and treasury management services set-up processes; review and check documents for completeness, accuracy, and conformance with applicable rules / regulations and procedural requirements
• Directly responsible for managing and retention of client's operating business by ensuring client satisfaction
• Provide an exceptional level of quality service for internal and external customers
• Ability to assess customer needs and understand customer requirements, translating into sales deliverables across a wide array of treasury management products and technologies
• Proven ability to develop and maintain open, professional, positive, and productive relationships; demonstrate cooperative behavior with management, business partners, customers, and co-workers and work effectively as a team member
• Strong functional and technical knowledge of existing and developing treasury management services, documentation, and internet technologies
• Strong working knowledge of all products, services, and programs with demonstrated sales and business development skills
• Strong ability to maintain and manage personal composure when confronted with a difficult situation and / or customer, with the ability to provide information, data, advice, and solutions, as well as gain trust and respect
• Excellent listening, verbal, written, and business communication skills delivered in person, via phone, or email, including effective questioning strategies, negotiations skills, presentation techniques, and training delivery skills with the ability to read, write, speak, and understand English well
• Demonstrated organizational and time management skills with the ability to effectively multitask, complete assignments, and meet deadlines in a timely manner
• Ability to work independently, under limited direction / supervision, exercising independent judgment, referencing available resources, and demonstrating a high level of accuracy and attention to detail
• Unquestionable integrity and demonstrated ability to maintain confidentiality in handling sensitive and confidential information required
• Maintain working knowledge and ensure compliance with applicable regulatory requirements, and follows all Bank policies, procedures, and guidelines
• Advanced PC experience using MS Office products (Word, Excel, Outlook, Adobe), with the ability to adapt to learn and support new products and technologies quickly
• Perform other related duties as assigned

Qualifications

Minimum :

Preferred :

Physical Demands

The physical demands described are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. While performing the duties of this job, the employee is frequently required to stand or sit; kneel, stoop, or squat; use hands or fingers to handle or feel objects, tools or controls; reach with hands and arms, and talk or hear. The employee is occasionally required to walk. The employee must occasionally lift and / or move up to 25 pounds. Specific vision abilities required by this job include close vision, peripheral vision, depth perception and the ability to focus.

Work Environment

The Bank's professional working environment requires employees to communicate effectively, both verbally and in writing. Employees must demonstrate strong interpersonal skills when working closely with internal business partners and external clients. Employees may be exposed to confidential and propriety information within the working environment, therefore, must uphold confidentiality at all times. Due to the possibility of being exposed to high risk situations (i.e. robbery), detailed instructions and procedures are required to be followed at all times to safeguard the Bank's employees, customers, and assets.

The above is intended to describe the general content of and requirements for the performance of this job. It is not to be construed as an exhaustive statement of duties, responsibilities, or requirements. The principal duties and responsibilities enumerated are all essential job functions except for those that begin with the word " May ".

This job description is intended to describe the normal level of work required by the person performing the work. The principle duties outlined are the essential responsibilities and duties. Other duties may be assigned as needs arise. Job requirements and / or processes may be modified to reasonably accommodate persons with a disability as required by law.

This description is not intended as a contract and is subject to change. Any written contractual agreements supersede this job description.