Treasury Management Sales Officer Senior
Location: Onsite in Houston, TX or Memphis, TN.
Description:
Responsible for Treasury Management sales activities, including the development of new Treasury Management relationships, cross sell to existing Treasury Management relationships and the ongoing consultative support and retention for Treasury Management clients.
ESSENTIAL DUTIES AND RESPONSIBILITIES:
Ā Works with Treasury Management (TM) Sales Manager to develop and execute market sales strategy and achieve sales objectives for new Treasury Management business.
Ā Proactively partners with Relationship Manager to develop new Treasury Management sales, cross sell and customer retention.
Ā Provides key Treasury Management communication for the market; communicating new or enhanced product capabilities, legal/regulatory/compliance matters, sharing sales success, and competitive or client opportunities surrounding Treasury Management.
Ā Monitors the market progress towards Treasury Management new sales and budget revenue goals.
Ā Regularly reviews existing portfolios to identify unexplored opportunities with current clients.
Ā Develops an understanding of market pricing and available fee opportunities, including a broad knowledge of budget projections and revenue components.
Ā Attend Relationship Manager sales meetings regularly and serve as key product partner for new treasury management sales, and joint calls on prospects and clients for cross sell and client retention.
Ā Conducts regular Treasury Management training sessions and product updates for relationship managers, underwriters and client support personnel.
Ā Regularly manage and update sales activities and pipeline in Banker Sales Environment (BSE) and provides complete and timely information to Sales Associate (SA)/Implementation Specialist (IS) to insure accurate product fulfillment.
Ā Follows up with TM clients to ensure they are comfortable with and understand how to use TM products.
Ā Stays informed on new product updates and changes to existing products and processes, and enhances professional, consultative, sales and technical skills related to the Treasury Management product set.
Ā All other duties as assigned.
Ā Travel required
QUALIFICATIONS:
To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
EDUCATION AND/OR EXPERIENCE:
Ā Bachelor's degree (B.A.) from four-year college or university and four to six years treasury management sales experience.
Ā Proven track record of exceeding annual sales revenue production target.
Ā Demonstrated knowledge of banking, depository, and Treasury Management products and risk management processes.
LANGUAGE SKILLS:
Ā Ability to analyze and interpret general business periodicals, professional journals, technical procedures, and request for information/proposals.
Ā Strong written and oral communication skills; ability to effectively present information and respond to questions from clients and partners.
COMPUTER AND OFFICE EQUIPMENT SKILLS:
Ā Proficiency with Internet, Microsoft Office suite (Word, Excel and PowerPoint) and general knowledge of PC hardware/software helpful
CERTIFICATES, LICENSES, REGISTRATIONS:
Ā Certified Treasury Management Professional designation (CTP) preferred
Hours:
Ā Monday - Friday
Ā 9:00 AM - 5:00 PM
About Us:
First Horizon Corp. (NYSE: FHN), with $82.6 billion in assets as of September 30, 2024, is a leading regional financial services company, dedicated to helping our clients, communities and associates unlock their full potential with capital and counsel. Headquartered in Memphis, TN, the banking subsidiary First Horizon Bank operates in 12 states across the southern U.S. The Company and its subsidiaries offer commercial, private banking, consumer, small business, wealth and trust management, retail brokerage, capital markets, fixed income, and mortgage banking services. First Horizon has been recognized as one of the nation's best employers by Fortune and Forbes magazines and a Top 10 Most Reputable U.S. Bank. More information is available at www.FirstHorizon.com.
Benefit Highlights:
Ā Medical with wellness incentives, dental, and vision
Ā HSA with company match
Ā Maternity and parental leave
Ā Tuition reimbursement
Ā Mentor program
Ā 401(k) with 6% match
Ā More -- FirstHorizon.com/First-Horizon-National-Corporation/Careers/Our-Benefits
Corporate Diversity Commitment:
We remain committed to creating a more equitable society, and that starts with our associates, our clients, and the communities we serve. We do this by elevating equity, providing capital and counsel, and committing to excellence in everything we do.
Follow Us:
Facebook
X formerly Twitter
LinkedIn
Instagram
YouTube
Apply Now
Description:
Responsible for Treasury Management sales activities, including the development of new Treasury Management relationships, cross sell to existing Treasury Management relationships and the ongoing consultative support and retention for Treasury Management clients.
ESSENTIAL DUTIES AND RESPONSIBILITIES:
Ā Works with Treasury Management (TM) Sales Manager to develop and execute market sales strategy and achieve sales objectives for new Treasury Management business.
Ā Proactively partners with Relationship Manager to develop new Treasury Management sales, cross sell and customer retention.
Ā Provides key Treasury Management communication for the market; communicating new or enhanced product capabilities, legal/regulatory/compliance matters, sharing sales success, and competitive or client opportunities surrounding Treasury Management.
Ā Monitors the market progress towards Treasury Management new sales and budget revenue goals.
Ā Regularly reviews existing portfolios to identify unexplored opportunities with current clients.
Ā Develops an understanding of market pricing and available fee opportunities, including a broad knowledge of budget projections and revenue components.
Ā Attend Relationship Manager sales meetings regularly and serve as key product partner for new treasury management sales, and joint calls on prospects and clients for cross sell and client retention.
Ā Conducts regular Treasury Management training sessions and product updates for relationship managers, underwriters and client support personnel.
Ā Regularly manage and update sales activities and pipeline in Banker Sales Environment (BSE) and provides complete and timely information to Sales Associate (SA)/Implementation Specialist (IS) to insure accurate product fulfillment.
Ā Follows up with TM clients to ensure they are comfortable with and understand how to use TM products.
Ā Stays informed on new product updates and changes to existing products and processes, and enhances professional, consultative, sales and technical skills related to the Treasury Management product set.
Ā All other duties as assigned.
Ā Travel required
QUALIFICATIONS:
To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
EDUCATION AND/OR EXPERIENCE:
Ā Bachelor's degree (B.A.) from four-year college or university and four to six years treasury management sales experience.
Ā Proven track record of exceeding annual sales revenue production target.
Ā Demonstrated knowledge of banking, depository, and Treasury Management products and risk management processes.
LANGUAGE SKILLS:
Ā Ability to analyze and interpret general business periodicals, professional journals, technical procedures, and request for information/proposals.
Ā Strong written and oral communication skills; ability to effectively present information and respond to questions from clients and partners.
COMPUTER AND OFFICE EQUIPMENT SKILLS:
Ā Proficiency with Internet, Microsoft Office suite (Word, Excel and PowerPoint) and general knowledge of PC hardware/software helpful
CERTIFICATES, LICENSES, REGISTRATIONS:
Ā Certified Treasury Management Professional designation (CTP) preferred
Hours:
Ā Monday - Friday
Ā 9:00 AM - 5:00 PM
About Us:
First Horizon Corp. (NYSE: FHN), with $82.6 billion in assets as of September 30, 2024, is a leading regional financial services company, dedicated to helping our clients, communities and associates unlock their full potential with capital and counsel. Headquartered in Memphis, TN, the banking subsidiary First Horizon Bank operates in 12 states across the southern U.S. The Company and its subsidiaries offer commercial, private banking, consumer, small business, wealth and trust management, retail brokerage, capital markets, fixed income, and mortgage banking services. First Horizon has been recognized as one of the nation's best employers by Fortune and Forbes magazines and a Top 10 Most Reputable U.S. Bank. More information is available at www.FirstHorizon.com.
Benefit Highlights:
Ā Medical with wellness incentives, dental, and vision
Ā HSA with company match
Ā Maternity and parental leave
Ā Tuition reimbursement
Ā Mentor program
Ā 401(k) with 6% match
Ā More -- FirstHorizon.com/First-Horizon-National-Corporation/Careers/Our-Benefits
Corporate Diversity Commitment:
We remain committed to creating a more equitable society, and that starts with our associates, our clients, and the communities we serve. We do this by elevating equity, providing capital and counsel, and committing to excellence in everything we do.
Follow Us:
X formerly Twitter
YouTube
Apply Now