Treasury Management Officer III at Sunflower Bank NA

San Diego, California, United States -

Full Time

Start Date

Immediate

Expiry Date

22 Jan, 26

Salary

190000.0

Posted On

24 Oct, 25

Experience

10 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Treasury Management, Financial Analysis, Product Marketing, Sales Demonstration, Proposal Creation, Risk Management, Team Selling, Lead Sharing, Communication Skills, Problem Solving, Strategic Thinking, Time Management, Organizational Skills, Customer Service, Cash Flow Management, Working Capital

Industry

Banking

Description

Description San Diego, CA – Must be local to San Diego, CA MUST HAVE: Minimum of 10 years of experience working in a financial institution MUST HAVE: Certified Treasury Professional (CTP) designation preferred MUST HAVE: Ability to self-source opportunities with a successful track record with team selling and lead sharing MUST HAVE: Current understanding of general Treasury Management products, offerings, Cash Flow cycles, and working capital Salary: $150k - $190k and is dependent on knowledge, skills, abilities, experience, and location. At Sunflower Bank, we’re experiencing great growth. Since our founding in 1892, we've been committed to serving our communities and supporting the team members who make it all possible. As a full-service financial institution, we offer a full range of relationship-focused services to meet personal, business, and wealth-management financial objectives. Creating Possibility is not just our mission, it’s what we do every day for clients and associates. Learn more about Sunflower Bank at sunflowerbank.com. Sunflower Bank, N.A. is looking for an energetic, highly motivated individual to fill the full-time position of Treasury Management Officer III at our San Diego, CA location. Hybrid options available. The Treasury Management Officer III position is primarily responsible for providing treasury product marketing, product sales demonstration, technical and financial analysis to customers, prospects and internal relationship managers (Bankers). This position is also responsible for creating formal proposals and analyzing customer/prospects Request for Proposals (RFP) and determining appropriate strategy and approach to crafting a comprehensive response designed to successfully win new business. 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. Prepares pro-forma analyses of customer’s product sales potential and preparation of pricing proposal. Review and analyze current and potential commercial relationships and recommend appropriate products and services. Participates in design of marketing and sales programs aimed at the commercial customers for treasury management related products. Develops various prospecting and sales related materials and reporting to be used throughout the sales cycle. Preparation of appropriate Contracts, Agreements and documentation relative to the Treasury Management products and services offered in accordance with Sunflower Bank, N.A Policies and Procedures. Collaboration with other departments and team members on the preparation and presentation of Commercial Banking Proposals and Request for Financial Proposals (RFP’s). Maintain industry knowledge of treasury management solutions and pricing to keep competitive. Leverages reporting and sales tools to proactively identify and successfully convert sales opportunities Perform the job in accordance with applicable industry laws and regulations as well as the policies and procedures established by the company. Perform other duties as assigned. Education / Experience Preferred: Bachelor’s degree in Finance, Accounting, Business, Management, Economics or similar. Will consider previous experience in lieu of 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 with team selling and lead sharing Minimum of 5 years of RFP experience with 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 strong understanding of 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 People choose to “bank” with us, but for those we serve, we’re more than a bank. We strive to be the financial backbone of their lives, and we know that starts with our team. Our supportive culture empowers team members to grow and seize new opportunities. Like our namesake, the sunflower, we are: Rooted in Strength Propelled by Growth Individuals in a Great Whole Creating Possibility Community Focused Associates enjoy outstanding benefits, including: 401(k) Plan with 6% Match Health/Dental/Vision Insurance Company-paid Life Insurance Tuition Reimbursement Fitness Reimbursement Paid Time Off Volunteer Leave Paid Holidays Plus many more associate perks & incentives! If you qualify, apply online at www.sunflowerbank.com/careers. You’ve never worked anyplace like Sunflower Bank! EOE/AA: Minorities/Females/Disabled/Vets Open until filled; early application encouraged. This vacancy announcement may be used to fill similar positions within 90 days. If you are a California resident, you may be entitled to certain rights regarding your personal information, which is information that identifies, relates to, or could reasonably be linked with a particular California resident or household. Additional information about our data collection practices and location-specific notices is available on our privacy policy.

Responsibilities

The Treasury Management Officer III is responsible for providing treasury product marketing, product sales demonstration, and technical and financial analysis to customers and internal relationship managers. This role also involves creating formal proposals and analyzing customer requests for proposals to develop strategies for winning new business.