Treasury Management Sales Officer
Company: Merchants Bank of Indiana
Location: Clearwater
Posted on: May 3, 2024
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Job Description:
Description:Location - Open to multiple metro locations across
Florida: Tampa, Miami, Orlando or Fort Lauderdale etc.The Treasury
Management Sales Officer is responsible for prospecting,
identifying, and acquiring new deposit clients while also serving
as the primary relationship manager for assigned existing treasury
management clients. Your primary focus will be on gathering
deposits and ensuring a seamless client experience You are also
responsible for delivering integrated treasury management solutions
to a wide array of clients by providing product expertise and
consultation on sales opportunities.A successful Treasury
Management Sales Officer will have the requisite banking and sales
experience to partner with various consumers and businesses such as
Homeowner and Condo Associations, Investment Advisors, and Family
Office clients. It is critical to understand their unique needs and
identify appropriate deposit and treasury management solutions for
recommendation and implementation. You'll collaborate with other
banking professionals to provide high-quality service and
contribute to the growth of the bank.Over the next year, as our
Treasury Management Sales Office you will help us to---Identify and
develop new business across the bank's growing footprint.Promote
new sales development through frequent client interactions to
introduce new products and provide market and industry updates.
Develop and execute strategic sales plans in coordination with
global business development initiatives.Manage complete sales
process including proposals and implementations.Assess client needs
and recommend appropriate treasury management solutions.Partner
with internal business partners to acquire deposits and cross-sell
treasury management products. Understand competitors' strengths and
gaps to effectively position the bank's treasury management
solutions.Requirements:What we are looking for---A bachelor's
degree from an accredited institution (required) - concentration in
business or finance preferred.A minimum of five years combined
experience in sales and banking. (Required)A sound base knowledge
of banking and/or treasury management principles.Outstanding
communication and follow-through with a successful history of
building and growing professional relationships.Successful track
record with outside calling and prospecting.A self-starter who can
also self-direct with day-to-day task management.Someone who can
travel overnight. (less than 25%)Merchants Bancorp is a diversified
bank holding company headquartered in Carmel, Indiana operating
multiple lines of business, including Federal Housing
Administration (FHA) multi-family housing and healthcare facility
financing and servicing; mortgage warehouse financing; retail and
correspondent residential mortgage banking; agricultural lending;
and traditional community banking. Merchants Bancorp, with $17
billion in assets and $14.1 billion in deposits as of December 31,
2023, conducts its business primarily through its direct and
indirect subsidiaries, Merchants Bank of Indiana, Merchants Capital
Corp., Merchants Capital Servicing, LLC, and Merchants Mortgage, a
division of Merchants Bank of Indiana.We are proud of being
recognized nationally as one of the top-performing public banks in
the U.S. by S&P Global Market Intelligence and locally as a
Best Place to Work in Indiana for seven consecutive years. Learn
more about this read more here. PM20
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Keywords: Merchants Bank of Indiana, Lakeland , Treasury Management Sales Officer, Executive , Clearwater, Florida
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