Treasury Management Officer

The main purpose of this job is to drive revenue growth through a combination of developing new business and deepening relationships with existing customers. The focus will be to reach goals through in-person sales calling, proposals, marketing and relationship expansion.

Responsibilities

Develop new business primarily with prospects, as well as existing clients assigned territories; Maintain a high level of qualified in-person calling activity, completing responses to customer or prospect request for proposal and general sales activity, primarily for new prospective relationships; Maintain senior level contact with top and high priority customers through various touch points including customer entertainment and outside activities; Develop territory plans, account strategies, and call plans required to consistently achieve revenue and profit goals; Coordinate calling activity with assigned Relationship Manager; Provide account reviews for assigned top priority customers; Participate in independent and/or joint calling with product partners; act as the Payments Relationship Manager to ensure a coordinated approach to customer success; Drive towards and achieve trusted advisor status with partners, customers, and prospects; Assist in general marketing activity as required for trade shows and other targeted industry events; Perform other duties as assigned

Requirements

Strong sales knowledge of treasury service and cash management product; Strong finance and banking knowledge; History of exceeding and meeting sales goals and growth targets; Strong understanding of value propositions related to treasury service applications within corporate treasury functions; Adept at driving results especially with mid-market and larger commercial organizations and/or specific industries; Advanced Account Management skills; Consistent ability to effectively and efficiently resolve customer problems; Excellent expense management skills; Proven successful track record within team selling and lead sharing environments; Willingness to act as subject matter expert (SME) for internal projects and mentor for others within the bank; Motivated and organized self-starter with strong attention to detail and the ability to manage multiple priorities; Ability to maintain a valid driver’s license and meet Commerce Bank’s driving record criteria; ongoing employment may be contingent upon meeting all driving requirements; Inquisitive, agile and strong team player with excellent written, verbal and interpersonal communication skills; Ability to remain adaptable and resilient to all situations with an optimistic outlook and cast a positive shadow that is aligned with our culture and Core Values; Advance level proficiency with Microsoft Word, Excel, Teams and Outlook; Bachelor’s degree in related field or equivalent combination of education and experience required; 5+ years financial services experience required

Nice to have

3+ years business development or related experience within Treasury Services strongly preferred

Benefits

employer sponsored health, dental, and vision insurance; 401(k); life insurance; paid vacation; paid personal time; career development; education assistance; voluntary supplemental benefits; performance-based incentive plan(s)