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Senior Treasury Management Sales Officer

Company: Sandy Spring Bank
Location: Rockville
Posted on: May 16, 2020

Job Description:

Senior Treasury Management Sales Officer

About Us

Are you someone who seeks opportunity and has a true desire to grow your career with an organization that has enriched the lives of clients and communities in the Washington, D.C. region for 150 years? If so, Sandy Spring Bank may be the perfect fit for you!

Sandy Spring Bank is a growing financial services company focused on creating remarkable experiences for our employees, clients, shareholders and communities. We are proud to be recognized by The Washington Post and the Baltimore Sun as a 2019 Top Workplace, as well as Forbes magazine as the #1 Bank in Maryland for 2019. It is our employees who play an integral role in shaping who we are as a company and upholding what matter most to us: people and relationships.

To help us attract the highest quality individuals, we offer a comprehensive benefits package to those who qualify. We offer competitive market salaries, paid time off, multiple retirement savings options, full health care options, life insurance, health care and dependent care flexible spending accounts, career development opportunities, tuition assistance and volunteer opportunities. We are proud to offer those, and so much more, making Sandy Spring Bank a desirable place to work and build a career.

About The Job

Sandy Spring Bank is currently recruiting for a Senior Treasury Management Sales Officer in the Treasury Management Department. If you are the chosen candidate, you will be responsible for prospecting and developing larger opportunities to include but not limited to new loan referrals, deposit business and fee income, collectively sufficient to meet and exceed assigned goals reflective of a senior position as well as administrative functions related to sales activity, account maintenance and assisting management with functions related to product management, marketing, training and compliance.

Areas of focus:

* Primarily responsible for developing loan referrals, deposit business and sales of treasury management products and services to meet clearly defined sales and income goals.Will gather information from the client or prospect to prepare a proposal for appropriate products and/or services that are beneficial to the client.

* Prepare professional sales presentations recommending products and services that are of value to the client/prospect and meets with the client/prospect to review the proposal and close the business.Support Relationship Managers and branch personnel in their business development efforts to obtain new business and enhance existing client relationships. Make joint client calls with Bank partners and outbound business development calls, as required.Refer other cross-sell opportunities to the appropriate department.

* Oversee completion and accuracy of documentation, including required signatures, and implementation of products and services sold.Complete required specification sheets for services and account analyses accurately, and in a timely fashion, allowing sufficient lead time for an orderly implementation. Complete initial internal review and follow-up to ensure services are working as intended and account analysis charges are correct.

* Prepare all required reports on calls, sales results, and expenses in a timely manner.Review account analysis and other system reports as needed and requested.Assist Department Manager with special projects related to sales development, product management, marketing, training and compliance as requested.

Required Skills:

* Work requires a professional level of knowledge equivalent to a bachelor s degree in a banking related field and a minimum of 5 years of related treasury management experience to include sales experience.Demonstrated familiarity with treasury management, commercial banking services and the relevant principles and issues is necessary.CTP/CCM credentials preferred.

* Demonstrated ability to profitably sell treasury management services to clients and prospects.Ability to source and develop new business from self-initiated prospects. Excellent organizational skills and attention to detail are required.

* Advanced problem solving skills are needed to find solutions to problems that are technically complex and require collection, interpretation and analysis of data from diverse sources.

* Work is under minimal supervision where the work requires independent judgment in the interpretation of existing policies and procedures and the selection of alternative procedures and work routines.

* Advanced computer skills and aptitude are required, including familiarity with utilizing systems for troubleshooting and problem solving.

Sandy Spring Bank is an Equal Opportunity Employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability status, protected veteran status, or any other characteristic protected by law. We maintain a drug-free workplace environment and perform pre-employment substance abuse testing.

If you require a reasonable accommodation to apply for a position, please call our job line at 1-800-399-5919 and select option 5. Requests are considered on a case-by-case basis.

Keywords: Sandy Spring Bank, Rockville , Senior Treasury Management Sales Officer, Accounting, Auditing , Rockville, Maryland

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