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EverBank Treasury Management Sales Officer in Columbia, South Carolina

Treasury Management Sales Officer

The Treasury Management Sales Officer partners with various departments to assist in bringing on new deposit relationships using our Treasury Management suite of products including online banking, payment solutions, wires and ACH, remote deposit capture (RDC), and mobile deposits. This role is assigned to mid-size territories for clients with moderate to complex companies with their treasury management needs.

Key Responsibilities and Duties

  • Analyzes company cash operations; develops, proposes, and presents comprehensive treasury management solutions based on the clients needs and objectives.

  • Works with account officers, relationship bankers/managers in commercial and retail, specialty, fund finance, world markets etc. to assist with all treasury management related needs, which includes RFP's, pricing proformas etc.

  • Keeps informed of current Treasury Management products and services and current activities in the market place.

  • Maintains contact with clients and keeps them updated on new products and services offered at the bank.

  • Serves as a liaison between current and potential clients and the bank to resolve questions regarding Treasury Management products and services.

Educational Requirements

  • University (Degree) Preferred

Work Experience

  • 5+ Years Required; 7+ Years Preferred

Physical Requirements

  • Physical Requirements: Sedentary Work

Career Level

8IC

Preferred Qualifications

  • 5+ years of Treasury Management sales experience

  • Extensive knowledge of treasury management products and services

  • Excellent customer service/relations skills

  • Experience building relationships with business clients and internal bank organizations

  • Excellent verbal, written, and interpersonal communication skills, including explanations of complex concepts

  • Strong analytical skills with high attention to detail and accuracy

  • Ability to travel up to 30% of the time

Posting End Date: 1/8/25

Job Seeker Notice

EverBank, N.A. ("EverBank") is a nationwide specialty bank providing high-value products and services to consumer and commercial clients nationwide. As a pioneer in online banking, we offer convenient digital access for clients 24/7, in addition to phone banking services and a network of financial centers.

EverBank's commitment is to deliver to our clients high-performing, high-yield solutions backed by exceptional service, always giving them the advantage they expect, to make the most of their money.

VEVRAA Federal Contractor

Member FDIC

Notice to Job Seekers (https://everbank.com/about/careers/notice-to-job-seekers)

Pay Range $126,600 - $145,600

EverBank, N.A. is an equal opportunity (EEO) employer, dedicated to maintaining a work environment free of bias, harassment, discrimination and retaliation. As an EEO employer, EverBank expressly prohibits discrimination, harassment and retaliation based on protected characteristics such as race, creed, ethnicity, color, age, religion, sex, sex stereotype, pregnancy, sexual orientation, gender, gender identity, gender expression, transgender status, marital status, national origin, ancestry, physical or mental disability, genetic history and information, or military or veteran status. Providing a safe, inclusive environment is a priority at EverBank and, consistent with that mission, EverBank considers all qualified applicants for employment regardless of protected status.

We will not discharge or in any other manner discriminate against associates or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another associate or applicant. However, associates who have access to the compensation information of other associates or applicants as a part of their essential job functions cannot disclose the pay of other associates or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by us, or (c) consistent with our legal duty to furnish information.

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