Treasury Sales Associate (Atlanta, GA)

Treasury Sales Associate (Atlanta, GA)

Lewis James Professional is a woman-owned staff augmentation, project consulting and direct hire search and placement firm. We are currently seeking a Treasury Sales Associate (Atlanta, GA) for a Direct Hire opportunity with a financial services client.

Responsibilities:

• Establish and execute a sales strategy to generate new deposits and new clients.
• Build and maintain client relationships through a variety of proactive sales and service activities.
• Identify opportunities to improve the customer’s financial wellbeing.
• Positions the bank’s solutions to drive new revenue and customer loyalty.
• Collaborate with senior management and bank directors to identify leads, set up calls and meet with potential customers.
• Ability to identify and actively pursue leads to bring in business.
• Ability to actively prospect for business in the community.
• Conduct sales presentations, negotiate pricing, and provide cost analysis.
• Complete necessary documentation, implementation of bank systems, and customer setup of deposit accounts and Treasury Management products and services.
• Provide excellent customer service through listening to customers, anticipating their needs, and recommending financial services.
• Respond professionally and accurately to customer service inquiries and concerns in a timely manner.
• Develop commercial relationships through targeted prospecting, external networking, and internal referrals.
• Utilize goal-based planning to meet client needs.
• Participate in sales meetings and communicate with internal stakeholders within assigned network on a consistent basis.
• Effectively collaborate with, coach, and build rapport with Treasury and Deposit staff to maximize effectiveness of referrals.
• Facilitate training opportunities for bank personnel regarding Treasury Management products.
• Partner with Commercial and SBA teammates to develop relationships, client introductions and referrals.
• Identify opportunities for cross-selling and for referrals through interactions with clients and familiarity with their accounts.
• Provide proactive relationship management to clients and utilize relevant systems required to effectively manage client relationships.
• Communicate regularly with the CEO, CLO and Group Operations lead regarding client interactions and opportunities.
• Participate in community affairs to increase the bank’s visibility and develop new business opportunities.
• Complete required training in a timely manner.
• Proactively seek other training opportunities appropriate to the position.
• Support the development and maintenance of proper procedures, policies, and systems to assure compliance and customer satisfaction.
• Mitigate risk through adherence to all policies and procedures, demonstrating sound judgment within established limits.

Qualifications:

• Bachelor’s Degree from an accredited 4-year college or university with focus on Business, Finance, or related field preferred.
• Typically requires 5+ years of sales and related experience in banking, sales, and client management.

For immediate consideration, please click “Apply” and use Job Code BHJOB11837_4085. You may also send a copy of your resume to: resumes@lewisjamesprofessional.com and enter only the following job code in the subject line: BHJOB11837_4085. Lewis James Professional is an Equal Opportunity Employer. M/F/D/V