First Horizon
Senior Treasury Management Sales Officer
Job Category: Banking
Location: On site at 4385 Poplar Ave, Memphis, TN 38117, USA
Summary: The Commercial Treasury Management Sales Officer Sr. primary function is to perform all aspects of business development for existing, new, and prospective Treasury Management product sales to all Lines of Business. The role will be responsible for consistently attaining annual sales goals and sales activity targets by developing and executing a business plan and strategy based on corporate goals and initiatives. Sales Officers are required to develop and execute regular calling programs, network externally, partner with key team members and analyze client needs to drive business results.
Essential Duties and Responsibilities:
Grow Treasury Product revenue through direct sales to meet all assigned goals
Utilize networking, community and public relations activities to identify prospective Treasury Management client opportunities
Perform product research and identify appropriate solutions for customer requirements and satisfaction
Communicate and coordinate with assigned Relationship Managers to support and develop relationships with business clients and partners
Review sales goals with Relationship Managers and ensure RMs are advised of calling strategies, product strategies and initiatives
Partner with Relationship Managers to develop annual business plans that include prospect and client growth objectives and collaboratively track success to plan throughout the fiscal year
Understand client business goals, environments, strategies and industry trends to become a trusted advisor and to identify solutions to solve for customer pain points
Understand our competitors environment, capabilities and gaps to effectively position First Horizon Treasury Management Services value proposition
Prepare analysis pro forma and sales proposals for client presentations with the support of the Treasury Management Sales Analyst
Demonstrate proficient in knowledge of all strategic TM solutions and their benefits to our clients
Perform solutions oriented working capital analysis to drive product adoption for clients and prospects
Participate on client calls and analyze client treasury services requirements
Assist Treasury clients with product training and product demonstrations as needed
Manage workload of assigned Treasury Management Sales Analyst for efficient onboarding and exceptional client experience
Gather data and prepare reports for Sr. Management and Relationship Managers
Support onboarding and Treasury Management Support teams as needed
Track sales activities and timelines to ensure that the deliverables within onboarding project plans are met and are on-time
Administer work according to internal and external policies and procedures of the bank
Support organizational growth
Other duties as assigned
Experience:
Bachelor's Degree required
6+ years of experience in Treasury Management Sales
CTP or MBA Preferred
Knowledge of Account Analysis and Treasury Management Pricing required
Understanding of Payment and Receivable processes and working capital and cash flow analysis
Skills and Abilities Required:
Excellent communication skills required, both written and verbal
Strong attention to detail and good planning and organization skills
Seize opportunities without direction
Proficient in working capital and cash flow conversion analysis
Excellent Client Service skills
Able to modify sales approach to suit client personalities
Adaptable, open to, and respectful of differing points of view
Ability to cope with organizational change in a positive manner
Anticipate change in business environment
Able to manage multiple demands and shifting priorities
Proficient computer skills; Microsoft Word, Excel and Outlook. Technical expertise is preferred
Hours:
Monday - Friday
8:00 AM - 5:00 PM
About Us: First Horizon Corporation 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.
Benefit Highlights: Medical with wellness incentives, dental, and vision
HSA with company match
Maternity and parental leave
Tuition reimbursement
Mentor program
401(k) with 6% match
Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.
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Location: On site at 4385 Poplar Ave, Memphis, TN 38117, USA
Summary: The Commercial Treasury Management Sales Officer Sr. primary function is to perform all aspects of business development for existing, new, and prospective Treasury Management product sales to all Lines of Business. The role will be responsible for consistently attaining annual sales goals and sales activity targets by developing and executing a business plan and strategy based on corporate goals and initiatives. Sales Officers are required to develop and execute regular calling programs, network externally, partner with key team members and analyze client needs to drive business results.
Essential Duties and Responsibilities:
Grow Treasury Product revenue through direct sales to meet all assigned goals
Utilize networking, community and public relations activities to identify prospective Treasury Management client opportunities
Perform product research and identify appropriate solutions for customer requirements and satisfaction
Communicate and coordinate with assigned Relationship Managers to support and develop relationships with business clients and partners
Review sales goals with Relationship Managers and ensure RMs are advised of calling strategies, product strategies and initiatives
Partner with Relationship Managers to develop annual business plans that include prospect and client growth objectives and collaboratively track success to plan throughout the fiscal year
Understand client business goals, environments, strategies and industry trends to become a trusted advisor and to identify solutions to solve for customer pain points
Understand our competitors environment, capabilities and gaps to effectively position First Horizon Treasury Management Services value proposition
Prepare analysis pro forma and sales proposals for client presentations with the support of the Treasury Management Sales Analyst
Demonstrate proficient in knowledge of all strategic TM solutions and their benefits to our clients
Perform solutions oriented working capital analysis to drive product adoption for clients and prospects
Participate on client calls and analyze client treasury services requirements
Assist Treasury clients with product training and product demonstrations as needed
Manage workload of assigned Treasury Management Sales Analyst for efficient onboarding and exceptional client experience
Gather data and prepare reports for Sr. Management and Relationship Managers
Support onboarding and Treasury Management Support teams as needed
Track sales activities and timelines to ensure that the deliverables within onboarding project plans are met and are on-time
Administer work according to internal and external policies and procedures of the bank
Support organizational growth
Other duties as assigned
Experience:
Bachelor's Degree required
6+ years of experience in Treasury Management Sales
CTP or MBA Preferred
Knowledge of Account Analysis and Treasury Management Pricing required
Understanding of Payment and Receivable processes and working capital and cash flow analysis
Skills and Abilities Required:
Excellent communication skills required, both written and verbal
Strong attention to detail and good planning and organization skills
Seize opportunities without direction
Proficient in working capital and cash flow conversion analysis
Excellent Client Service skills
Able to modify sales approach to suit client personalities
Adaptable, open to, and respectful of differing points of view
Ability to cope with organizational change in a positive manner
Anticipate change in business environment
Able to manage multiple demands and shifting priorities
Proficient computer skills; Microsoft Word, Excel and Outlook. Technical expertise is preferred
Hours:
Monday - Friday
8:00 AM - 5:00 PM
About Us: First Horizon Corporation 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.
Benefit Highlights: Medical with wellness incentives, dental, and vision
HSA with company match
Maternity and parental leave
Tuition reimbursement
Mentor program
401(k) with 6% match
Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.
#J-18808-Ljbffr