Treasury Management Officer

Treasury Management Officer I

Location:

Albuquerque, NM

• Experience working in sales.
• Fast paced and willing to make outbound calls.
• Excellent problem solving and critical thinking skills.

Pay is dependent on knowledge, skills, abilities, experience, and location.

At Sunflower Bank, N.A., 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, N.A. at

Sunflower Bank, N.A. is looking for an energetic, highly motivated individual to fill the position of a full-time Treasury Management Officer I at our Albuquerque, NM location.

The TMO I (Treasury Management Officer I) is responsible for independently building and growing their business or market by developing and driving a TM (Treasury Management) strategy, establishing high LOB (Line of Business) engagement, accelerating business development and managing portfolio growth objectives. The TMO serves as an external calling officer for the bank making joint or independent proactive sales/calling efforts the majority of the business day.

Each respective TMO spends a minimum 75% of their available business hours with clients and/or prospects. TMOs with exclusively Commercial Banking portfolios target a minimum of 50% of their calling efforts in person. TMOs with a majority Business Banking, Private Banking and/or Retail Banking portfolios target 95% of their calling efforts telephonically/electronically.

• The TMO supporting a specific LOB should demonstrate deep expertise in the dynamics of the industry supported. A TMO supporting a general market (Corporate, Commercial) only, start at section II.
• Has served in the industry as a corporate practitioner or has called in the industry for 7-10 years minimum.
• The TMO remains highly networked within the industry and regularly attends associations and events specific to the industry.
• Stays abreast with technology specific to the industry and understand how clients leverage them.
• Can confidently have CFO through Technology level conversations specific to the industry.

• The TMO is accountable for growing TM revenue and deposits at the levels required to meet financial objectives. Today, current and targeted revenue growth should average a minimum 18-22% of the assigned portfolio. New Sales will generally trend a solid six figures of production per annum (when factoring both recurring and non-recurring revenue). The minimum recurring revenue target is roughly 10-12% of the assigned portfolio provided no bulk credit exits.
  
  It is understood that a TMO covering a Commercial Banking portfolio should have 2-3 strategic calling engagements per day whereby meaningful sales dialogue takes place. TMOs with Business Banking, Private Banking & Retail Banking portfolios should have an average of 4-6 strategic calling events per day. In addition to TM revenue, there are assigned and distinct Commercial Card, Merchant Card and F/X sales targets/goals.

Full ownership of results is critical and exhibits accountability, individual leadership and professionalism. What ownership means:

• The TMO understands where the financial performance is at all times and is fluent in the behaviors of the portfolio they manage. They have accurately identified the revenue levers and are active in exploring new revenue paths.
• Proves “body of work” through on time and accurate nCino/Sales Force/CRM input. Activity measurement is a leading indicator of future success and the TMO is responsible to ensure activities are captured and are meeting or exceeding levels that meet financial objectives.
• The TMO is proactive in addressing gaps in financial performance and has independently taken the appropriate steps to course correct before the gaps become too…