job opportunity

Treasury Management Sales Officer

Full Time

Mendota Heights

We want YOU to join the talented team here at Deerwood. Come find out what nice & simple banking is all about!

About Deerwood

Founded in Deerwood, Minnesota in 1910, Deerwood Bank is a community bank that strives to take a complicated financial world and make it nice & simpleNice in how we treat our staff and loyal customers. Simple in our products – no fuss here… simple and easy-to-understand products and services. With 12 locations around Minnesota, we’re bringing nice & simple banking to your community!

About the Position

Our Mendota Heights office is looking for a Treasury Management Sales Officer who would be responsible for selling and supporting depository and related Treasury Management products and services to both established business clients and targeted prospective business clients.  This role would contribute to the Bank’s deposit growth strategies and goals; generate additional revenue from the sale of Treasury Management products and services; attain established individual, department, and Bank goals through active participation in sales management and joint calls with Business Bankers.

This position would require the officer to:

  • Call on prospective business clients to develop new depository and related Treasury Management business.
  • Source and refer potential lending opportunities to the appropriate Business Banking team member.
  • Work closely with Business Bankers to attain fee income and deposit goals; solidify client retention efforts by providing a superior level of customer service to existing customers.
  • Respond to Requests for Proposal (RFP); assess client needs and recommend effective strategies; negotiate pricing to optimize profitability of products or service solutions.
  • Prepare Treasury Management sales presentations and proposals, explain the various services offered, and identify bank services that would benefit the client.
  • Meet with existing business clients to expand existing business relationships and to ensure client satisfaction.
  • Through training and regular communication, ensure that Business Bankers, Branch Managers and other staff members are aware of Treasury Management products and sales activities.
  • Work closely and effectively with other departments of the bank to cross-sell Treasury Management products, ensure smooth working relationships and maximize customer service.

About You

We seek to find a highly motivated and organized individual who enjoys working closely with staff and customers.

About Your Experience

We are looking for someone with the following background:

  • 5+ years of experience in a bank sales position, preferably within a Business Banking and/or Treasury Management environment.
  • Must have a thorough understanding of depository and other systems including the way Treasury Management services are delivered to the customer.
  • Excellent sales and customer service skills.
  • Strong verbal and written communication and presentation skills.
  • Effective selling, cross-selling and referral skills.
  • Thorough understanding of applicable compliance rules and how they apply.
  • Good knowledge of systems and procedures to assist clients with the enrollment and agreement forms and product implementation.

Job Application Form

Mail completed applications and/or resumes to (unless otherwise indicated):

Andrea Bedard, PHR
Deerwood Bank
PO Box 520
Deerwood, MN 56444

Or scan and email to andrea.bedard@deerwoodbank.com


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