Treasury Management Sales Officer - Richmond, VA

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Date :
1-24-2018
Location :
Richmond, VA US
Job ID :
29934
Functional Area :
Treasury - Sales
Employment Type :
Full-Time Exempt
Education :
Bachelors Degree
Experience :
8 years
Days and Hours :
M-F, 8-5
Physical Address :
Richmond branch
Department Name :
Treasury Management Services
Position Description :
This Treasury Management Sales Officer promotes, sells, and manages Treasury Services for business/commercial and small business relationships generating noninterest fee income for the Bank. This external sales associate oversees the growth of the portfolio by identifying the business needs, offering customizes client solutions, recommending new products and services through the utilization of cross selling and referral activities.

Essential Duties and Responsibilities:
80% Generating revenue from the sale of treasury management products and services:
• Define and implement sales campaigns to identify high profile clientele.
• Build and maintain strong relationships with high value clients.
• Proactively contacts prospective clients obtained through networking and internal referrals.
• Go on calls with Commercial, Business, and Branch Bankers to secure new business.
• Maintain good customer relations and ensure proper servicing of accounts.

20% Provide Ongoing Support for Existing Customers:
• Answer questions and resolve concerns.
• Provide technical training and support for treasury products and services.
• Ensure proper account documentation and all requisite agreement execution.
• Provide training for new and relevant commercial treasury products.


First Citizens Bank is one of the top financial services providers in the nation, recognized and awarded for our customer satisfaction, sustainable profitability, and overall stability and security. Our associates make First Citizens Bank a great place for our clients to do business. Those who grow, achieve and succeed with First Citizens Bank are those who share our core values of integrity, service excellence and stability.Basic Qualifications
Bachelor degree with a minimum of 8 years experience in commercial banking or commercial sales experience.
-Or-
High school diploma or GED with a minimum of 12 years experience in commercial banking or commercial sales experience.

Additional Requirements
Certification as a CTP (Certified Treasury Professional).
Good written and verbal communication skills.
Personal transportation required.
Position requires travel.
Both retail and commercial banking experience are beneficial.
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