Treasury Management Sales Officer

Posted 2 Days Ago
Be an Early Applicant
3 Locations
In-Office
Entry level
Financial Services
The Role
Identify and pursue treasury management and deposit sales opportunities with prospective and current business customers. Analyze customer needs, develop pricing and tailored solutions, prepare agreements, conduct sales calls and presentations, and maintain customer relationships. The role also educates internal referral partners, develops sales campaigns, prepares reports and market trend analyses, and supports customer retention.
Summary Generated by Built In
Overview:

As a Treasury Management Sales Officer, you will work with prospective customers and internal referral partners to seek deposit and treasury sales opportunities and provide professional representation to businesses and their employees offering solutions based on customer needs. You will also be responsible for educating internal partners to seek referrals and build product knowledge as well as developing sales campaigns for new and existing products and retention of current customers.

 

What You'll Do:

    A Day in the Life – Your focus will be working independently to provide pricing and offer solutions to German American customers and prospects, identifying and analyzing customer’s treasury management needs, preparation and submission of customer agreements by working with Treasury Support and, actively calling on prospective and current customers, preparing sales reports and market trends, preparing and delivering sales presentations and proposals. 

What it Takes:

  • Bachelor’s Degree in Business related field or equivalent work experience

     

  • Operational and technical knowledge of treasury management systems and processes

     

  • Travel as needed to meet customer needs

     

  • Outstanding presentation and sales skills

     

  • Ability to communicate effectively (written and verbally)

     

  • Attention to detail and ability to work well in teams and individually

     

  • Candidate will be expected to attempt to obtain the Certified Treasury Professional (CTP) designation within 3 years of hire.

     

  • Knowledge of Microsoft products including Excel, Word and PowerPoint

     

  • Strong Problem-solving negotiation and follow up skills

  • Bonus Points:  
  • Knowledge of Banking and in particular Treasury Management
  • Sales Experience
  • Bilingual/Multilingual

What we can offer you:

  • Medical, dental, vision, STD, LTD, Life insurance, etc.
  • 17 days paid time off, 11 paid holidays, and bereavement leave
  • Education Assistance Program
  • Paid Parental Bonding Leave
  • Wellness benefits
  • Life event coverage
  • Service awards
  • Financial benefits including 401(k) match, stock purchase plan and more
  • Great deals on both national and local discounts on everything from computers and vacations to phones and retail shopping
  • Logo wear discounts
  • Free checking account, checks and discounted bank services

About Us:

    German American Bancorp and its family of financial services companies employ talented, compassionate people throughout the organization, truly making German American special. Delivering genuine, customized, personal service with a focus on truly serving customers and communities well, our employees bring the Shield of Excellence commitment to life with each and every interaction.

German American Bank is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex (pregnancy, sexual orientation, or gender identity), age (40 or older), national origin, genetic information, veteran status, disability, or any other basis protected by law.

German American is committed to the full inclusion of all qualified individuals. As part of this commitment, if you require reasonable accommodation in completing the application process, interviewing, or completing any pre-employment testing, please direct your inquiries to our Talent Acquisition team at 812-482-0717 or [email protected].

German American employees are required to adhere to laws and regulations applicable to banks and to German American policies and procedures. Applicants should expect to complete necessary pre-employment screening pursuant to these laws, regulations, and policies.

Skills Required

  • Bachelor’s degree in a business-related field or equivalent work experience
  • Operational and technical knowledge of treasury management systems and processes
  • Ability to travel as needed to meet customer needs
  • Outstanding presentation and sales skills
  • Effective written and verbal communication skills
  • Attention to detail and ability to work independently and collaboratively
  • Expected to attempt obtaining the Certified Treasury Professional designation within three years of hire
  • Knowledge of Microsoft Excel, Word, and PowerPoint
  • Strong problem-solving, negotiation, and follow-up skills
  • Knowledge of banking and treasury management
  • Sales experience
  • Bilingual or multilingual ability
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The Company
HQ: Jasper, IN
982 Employees
Year Founded: 1910

What We Do

German American Bancorp is a financial holding company whose banking subsidiary, German American Bank, serves individuals and businesses across Indiana, Kentucky, and Ohio. It offers banking and wealth-management services through a network of local offices; in Columbus and Greater Cincinnati it operates as Heartland Bank, a division of German American Bank. Founded in Jasper, Indiana, the organization emphasizes helping employees, clients, communities, and shareholders thrive.

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