Treasury Solutions Sales Officer - Tampa, FL

Responsibilities include but are not limited to:

• Work as a trusted advisor with all business clients, Homeowners Associations and Property Management Companies to deliver a tailored suite of services.

• Demonstrate ability to assess client needs, possess strong advisory skills, and ability to identify solutions to meet client needs. Communicate client needs to support partners as appropriate.

• Partner closely with client-facing teammates to consult on sales opportunities and provide the product expertise necessary to deliver the best possible solution to the client.

• Ensure client satisfaction by understanding needs of all business clients, Homeowners Association and Property Management Company's needs and being their advocate at the bank.

• Manage overall client satisfaction with regards to Cash Management/Treasury Solutions product/services.

• Assist management in the development of new products and services, marketing materials, and the establishment of sales objectives.

• Use Consultative Selling techniques with clients - prospects in determining what product sets and features best suit the client/prospect requirements.

• Analyze account activity and balances for proposals, generate proposals, present to business clients, HOA Board and Property Management Company, and closes sale.

• Obtain the required service agreements for requested product sets and account documentation.

• Manage the implementation process along with Cash Management/Treasury Solutions Operations.

• Support the Retail Bank's efforts in analyzing deposit relationships with both existing and prospective relationships.

• Traveling: visiting clients and/or prospects 75% of the time

• Attend assigned District Sales Manager meetings on at least a monthly basis.

• Follow-up on all Sales calls.

• Work with Territory Sales Managers, District Sales Managers and Commercial Lenders in identifying cash management/treasury solutions opportunities with both existing client base and prospect client base.

• Support the Commercial Bank's efforts in analyzing deposit relationships with both existing and prospective relationship.

• Attend assigned Commercial Bank Team's monthly meetings.

• Follow-up on all Sales calls.

• Work with Relationship Managers in identifying cash management/treasury solutions opportunities with both existing client base and prospect client base.

• Responsible for a defined number of Retail Bank Sales Districts and Commercial Bank Sales Territories, which might differ from each other.

• Attend various conferences, conventions, educational and networking events.

• Become an active member in CAI or similar HOA/PMC Organizations.

• Assist the efforts in the development of new cash management/treasury solutions product set and enhancements to existing product sets.

• Act/assist as the liaison between the Bank and various vendors of cash management/treasury solutions services.

• Create monthly sales reports reflecting pipeline of sales activities, new product sets sold, and lost business.