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Now Hiring - Financial Services Treasury Sales Officer I in Kansas City, KS

Financial Services Treasury Sales Officer I in Kansas City, KS

Security Bank of Kansas City
Base Salary Yes (amount not posted)
Total Comp: NA
Qualifications Years In Sales
Industry: Financial Services
Benefits: yes
Customer Size: all
Car Allowance: no
Sales Cycle: Short
Travel: none
Years Selling in Industry:
Education:
They Sell Investment & Asset Management
To Whom Financial Services
Location: Kansas City, KS
3.8

If you are looking for a challenging and rewarding career, we'd like you to join our Security Bank of Kansas City team! Our banking professionals receive paid training and ongoing education, opportunities for growth and advancement, great benefits, and use the latest in technology to help make the experience at Security Bank of Kansas City a pleasant one for our staff as well as our customers!

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Job Description:*
The_ Treasury Sales Officer I (TSO)__ is responsible for business relationship management of Treasury Products and Services for Security Bank of Kansas City. This position will consist of completion of treasury product/service openings for new and existing commercial clients, include working closely with the sales and operation teams to obtain data gathering, provide treasury relationship management with new and existing client portfolios, and other servicing requests required._
This position will be a key contact for internal Security Bank of Kansas City partners to provide business banking solutions and will have significant interaction with our business clients. The TSO’s primary focus will be sales while also working collaboratively with the Treasury Management Sales and Operations departments to implement new services.

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Job Duties & Responsibilities:*

  • Serves as a sales officer and liaison to our supporting partners and operations teams.
  • Manages all elements of the Treasury Management sales cycle to include business development, prospect qualification, analysis, close and implementation of services.
  • Participate in and times lead the pre-call planning, proposal creation, presentation development, RFPs, and scheduled relationship reviews.
  • Manage client and prospect calls to expand business relationships.
  • Identify and manage call referrals / joint calls within the bank for other bank related services for cross selling opportunities.
  • Maintain an active calling program on existing portfolio of customers, providing all necessary banking services including loans, deposits, investments as needed by the client.
  • Ensure prompt and courteous response to customer inquiries.
  • Complete client setup forms, obtain account opening documentation, and serve as subject matter expert for all client onboarding and implementations.
  • Actively participate in the establishment of goals and profitability objectives, and in the development and implementation of policies and procedures, to assure the achievement of those goals.
  • Lead collaboration efforts amongst the Treasury Management and Operations departments to ensure business needs are met.
  • Maintain current and accurate client interactions and pipelines.
  • Act as a key point of contact for associate and customer service inquiries to Commercial Banking.
  • Prepare department sales activity reports, including call activity, and pipelines.
  • Demonstrate behaviors that are consistent with Security Bank of Kansas City’s values and leadership attributes.
  • Perform other duties as assigned.

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Job Requirements:*
Education and Experience Requirements

  • College degree or equivalent work experience.
  • Experience and knowledge of commercial banking treasury products.

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Required Knowledge, Skills, and Abilities_*

  • Excellent oral and written communication skills with strong attention to detail and organization.
  • Interpersonal skills essential for interacting with bank staff at all levels of the organization as well as commercial clients.
  • Excellent decision-making and problem-solving skills.
  • Self-motivated in fast paced environments.
  • Ability to resolve interpersonal conflict and miscommunications.
  • Reliable and predictable attendance

Preferred Knowledge, Skills, and Abilities

  • Proficiency in Excel, PowerPoint, and Word applications.
  • Knowledge of Commercial Banking, Treasury Management preferred.
  • Knowledge of CRM systems.

Equipment Requirements:

  • Telephone
  • Multi-line Telephone System
  • Voice mail system
  • Computer Monitor
  • Personal Computer
  • 10 Key Calculator
  • Copy Machine
  • Fax Machine

Software Requirements:

  • Word: Intermediate skills
  • Excel: Intermediate skills (creation / analysis)

Physical Requirements:

  • Moving objects weighing up to 20 lbs.
  • Sitting 80% of day
  • Standing 10% of day
  • Walking 10% of day
  • Reading material / PC Monitor
  • Writing / Typing
  • Speaking / Communicating
  • Listening / Hearing
  • Ability to travel to various worksite locations or departments

Other Information:
Statements included in this job description are intended to describe the general nature and level of work performed by the employee(s) assigned to this job. The statements are not intended to be construed as an exhaustive list of responsibilities, duties and skills required.

Accommodations will be made to allow for meeting requirements when it does not place an "undue hardship" on Security Bank of Kansas City.

Security Bank of Kansas City is an Equal Opportunity / Affirmative Action employer.

Job Type: Full-time

Pay: $37,659.75 - $45,353.68 per year

Benefits:

  • 401(k)
  • 401(k) matching
  • AD&D insurance
  • Dental insurance
  • Dependent care reimbursement
  • Disability insurance
  • Employee assistance program
  • Flexible spending account
  • Health insurance
  • Health savings account
  • Life insurance
  • Opportunities for advancement
  • Paid orientation
  • Paid time off
  • Paid training
  • Profit sharing
  • Vision insurance

Schedule:

  • Day shift
  • Monday to Friday
Security Bank of Kansas City
Company Size
201 to 500 Employees
Founded
They Sell
Investment & Asset Management
To Whom
Financial Services
Revenue
$25 to $100 million (USD)


Security Bank of Kansas City is currently hiring for 1 sales position
Security Bank of Kansas City has openings in: KS
The average salary at Security Bank of Kansas City is:

1 Yes (amount not posted)

Security Bank of Kansas City
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Security Bank of Kansas City

Security Bank of Kansas City is currently hiring for 1 sales position
Security Bank of Kansas City has openings in: KS
The average salary at Security Bank of Kansas City is:

1 Yes (amount not posted)