Treasury Management Officer III

Description Irvine, CA area - Must be local to Orange County/Irvine 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
Irvine, 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.
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