Treasury Sales Officer
Overland Park, KS
Full Time
Treasury
Mid Level
Company Overview
Cornerstone Bank is a locally owned community bank driven by our mission to serve businesses and the individuals who run them. We use a consultative approach to develop new ideas and build trusted relationships. We pride ourselves on upholding the tradition of personalized, quality service set forth in 2001 by the founders of the bank. At Cornerstone Bank you’ll be an integral part of a team environment.
Working Here Has Its Advantages!
At Cornerstone Bank, we're committed to bringing passion and customer focus to the business. We are a leader in the financial and community banking industry, providing our clients with access to experts who are committed to excellence. We are seeking a dynamic and motivated Treasury Sales Officer to develop and retain Treasury Services business/clients. You will partner with our Commercial Bankers in a consultative sales role, meet annual sales goals and sales activity targets, and plan sales strategies to develop new business. Becoming a member of our team, you will experience and promote Cornerstone Bank as a unique resource for Treasury services.
If you have a strong passion for sales, are driven and self-motivated, and deliver 5-star customer service to develop strong client relationships, we'd love for you to apply. You will be responsible for generating core deposits and treasury revenue, generating new clients and expanding existing relationships, creating client proposals, and managing the Treasury Services sales process. This includes developing and executing regular calling programs, maintaining a sales pipeline, and analyzing customer needs to present ideas to manage their banking in a more automated, timely, cost-efficient manner. To be successful in the role, you will develop and maintain a strong knowledge of products, pricing strategies, technical tools, and sales strategies to maximize effectiveness and proactively communicate banking changes that impact clients. Success will primarily be measured in your ability to generate new business, meet sales goals, complete tasks in a timely manner, and represent the bank in the community and civic organizations.
Ideal Candidate
The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. This is a largely sedentary role, and the employee must be able to remain in a stationary position 50% of the time and move around the bank and/or outside of the bank 50% of the time; some filing and use of office equipment is required. Continually utilize hand and finger dexterity. Continually utilize visual acuity to operate equipment, read information, and/or use a keyboard. Frequently required to communicate with bank staff and customers; must be able to exchange information in these situations. Occasionally required to move about inside the office to access file cabinets, supplies, office machinery, etc. Occasionally required to move items up to 25 pounds. While performing the duties of this job, the noise level in the work environment is usually quiet to moderate.
Emotional Demands:
Ability to maintain regular attendance and be punctual. Ability to complete assigned tasks without direct supervision. Ability to work and sustain attention with distractions and/or interruptions and multitask without loss of efficiency or accuracy. Ability to perform under stress. Ability to interact appropriately with a variety of individuals including customers/clients. Ability to perform in situations requiring speed and deadlines. Ability to work as an integral part of the team.
Work Environment:
The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Works in typical bank lobby/office environment on first floor of the building. Continually views a computer monitor and routinely uses standard office equipment such as computers, phones, photocopiers, filing cabinets and fax machines.
The above is intended to describe the general content of and requirements for the performance of this job. It is not to be construed as an exhaustive statement of duties, responsibilities, or physical requirements. Nothing in this job description restricts management’s right to assign or reassign duties and responsibilities to this job at any time. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
Cornerstone Bank is an Equal Opportunity Employer
Cornerstone Bank is a locally owned community bank driven by our mission to serve businesses and the individuals who run them. We use a consultative approach to develop new ideas and build trusted relationships. We pride ourselves on upholding the tradition of personalized, quality service set forth in 2001 by the founders of the bank. At Cornerstone Bank you’ll be an integral part of a team environment.
Working Here Has Its Advantages!
- Competitive wage, bonus potential, and attractive benefits package
- Health, dental, and vision insurance (including company contribution), voluntary short-term disability, and company-paid long-term disability, life insurance, and identity theft insurance
- 401(k) retirement plan with company match
- Paid Time Off (PTO), paid Holidays, and telecommute days
- Professional development
- Dress for your Day dress code, Red Fridays (KC Chiefs)/special event days, fitness reimbursement program, paid volunteer program, quarterly birthday events, team-building events, social events, work-life employee assistance program
At Cornerstone Bank, we're committed to bringing passion and customer focus to the business. We are a leader in the financial and community banking industry, providing our clients with access to experts who are committed to excellence. We are seeking a dynamic and motivated Treasury Sales Officer to develop and retain Treasury Services business/clients. You will partner with our Commercial Bankers in a consultative sales role, meet annual sales goals and sales activity targets, and plan sales strategies to develop new business. Becoming a member of our team, you will experience and promote Cornerstone Bank as a unique resource for Treasury services.
If you have a strong passion for sales, are driven and self-motivated, and deliver 5-star customer service to develop strong client relationships, we'd love for you to apply. You will be responsible for generating core deposits and treasury revenue, generating new clients and expanding existing relationships, creating client proposals, and managing the Treasury Services sales process. This includes developing and executing regular calling programs, maintaining a sales pipeline, and analyzing customer needs to present ideas to manage their banking in a more automated, timely, cost-efficient manner. To be successful in the role, you will develop and maintain a strong knowledge of products, pricing strategies, technical tools, and sales strategies to maximize effectiveness and proactively communicate banking changes that impact clients. Success will primarily be measured in your ability to generate new business, meet sales goals, complete tasks in a timely manner, and represent the bank in the community and civic organizations.
Ideal Candidate
- Bachelor's Degree (BA) in business related field preferred
- Treasury sales experience in a traditional bank required (including outside sales, new client deposit revenue goals); minimum of (2) two years of experience; three (3) to five (5) years’ experience preferred
- Strong verbal and written communication skills
- Strong analytical skills required
- Familiarity of financial software
- Detail oriented and ability to work under pressure of deadlines
- All candidates will be required to complete a pre-employment background and credit screening
- Proficient use and functional knowledge of Microsoft Office Suite (Excel, Word, PowerPoint
- Fiserv core system and Suntell document imaging/scanning system experience is a plus
The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. This is a largely sedentary role, and the employee must be able to remain in a stationary position 50% of the time and move around the bank and/or outside of the bank 50% of the time; some filing and use of office equipment is required. Continually utilize hand and finger dexterity. Continually utilize visual acuity to operate equipment, read information, and/or use a keyboard. Frequently required to communicate with bank staff and customers; must be able to exchange information in these situations. Occasionally required to move about inside the office to access file cabinets, supplies, office machinery, etc. Occasionally required to move items up to 25 pounds. While performing the duties of this job, the noise level in the work environment is usually quiet to moderate.
Emotional Demands:
Ability to maintain regular attendance and be punctual. Ability to complete assigned tasks without direct supervision. Ability to work and sustain attention with distractions and/or interruptions and multitask without loss of efficiency or accuracy. Ability to perform under stress. Ability to interact appropriately with a variety of individuals including customers/clients. Ability to perform in situations requiring speed and deadlines. Ability to work as an integral part of the team.
Work Environment:
The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Works in typical bank lobby/office environment on first floor of the building. Continually views a computer monitor and routinely uses standard office equipment such as computers, phones, photocopiers, filing cabinets and fax machines.
The above is intended to describe the general content of and requirements for the performance of this job. It is not to be construed as an exhaustive statement of duties, responsibilities, or physical requirements. Nothing in this job description restricts management’s right to assign or reassign duties and responsibilities to this job at any time. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
Cornerstone Bank is an Equal Opportunity Employer
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