Treasury Management Officer III

Sunflower Bank, N.A.

San Diego, CA

JOB DETAILS
SALARY
$150,000–$190,000 Per Year
SKILLS
Accounting, Analysis Skills, Cash Flow, Commercial Banking, Communication Skills, Competitive Analysis/Strategy, Contract Creation, Corporate Policies, Documentation, Economics, Finance, Marketing/Sales Collateral, Organizational Skills, Outbound Marketing, Presentation/Verbal Skills, Pricing, Problem Solving Skills, Proposal Writing, Regulations, Request for Proposals (RFP), Resolve Customer Issues, Revenue/Sales Reporting, Risk Analysis, Risk Management, Sales, Sales Cycle, Sales Prospecting, Sales Tools, Time Management, Treasury, Treasury Management, Writing Skills
LOCATION
San Diego, CA
POSTED
Today

Los Angeles or San Diego, CA – Must be local to Los Angeles or San DiegoSalary: $150k - $190k and is dependent on knowledge, skills, abilities, experience, and location.Hybrid options available.Responsibilities: Provide an exceptional level of quality service for internal and external customers and respond to customers' needs, questions and concerns in an accurate, effective and timely manner.Prepare pro-forma analyses of customer's product sales potential and prepare pricing proposals.Review and analyze current and potential commercial relationships and recommend appropriate products and services.Participate in the design of marketing and sales programs aimed at commercial customers for treasury management related products; develop prospecting and sales materials and reporting to be used throughout the sales cycle.Prepare appropriate contracts, agreements and documentation relative to the Treasury Management products and services offered in accordance with Sunflower Bank, N.A. policies and procedures.Collaborate with other departments and team members on the preparation and presentation of Commercial Banking proposals and Requests for Financial Proposals (RFPs).Maintain industry knowledge of treasury management solutions and pricing to stay competitive.Leverage reporting and sales tools to proactively identify and successfully convert sales opportunities.Perform the job in accordance with applicable industry laws, regulations, and the company's policies and procedures.Perform other duties as assigned.Education / Experience Preferred: Bachelor's degree in Finance, Accounting, Business, Management, Economics or similar; prior experience may substitute for a degree.Minimum of 10 years of experience working in a financial institution.Certified Treasury Professional (CTP) designation preferred.Ability to self‑source opportunities with a successful track record in team selling and lead sharing.Minimum of 5 years of RFP experience with the ability to create proposals.Current understanding of general Treasury Management products, offerings, cash‑flow cycles and working capital.Ability to assess and manage risk/fraud with a strong understanding of the value propositions relating to TM solutions.Strong verbal and written communication skills.Strong problem‑solving, strategic thinking, time‑management and organizational skills.Strong ability to formulate partnerships with all levels in an organization.Sunflower Bank Benefits: 401(k) Plan with 6% MatchHealth/Dental/Vision InsuranceCompany‑paid Life InsuranceTuition ReimbursementFitness ReimbursementPaid Time OffVolunteer LeavePaid HolidaysPlus many more associate perks & incentives!EOE/AA: Minorities/Females/Disabled/Vets#J-18808-Ljbffr

About the Company

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Sunflower Bank, N.A.