Treasury Sales Officer

Mercantile Bank | Banking

57m ago

On-site

Full Time

United States of America

We are seeking a relationship-focused Treasury Sales Officer to support our Mid-Michigan market. This role offers flexibility to be based from one of our offices throughout the region, including the Mt. Pleasant, Traverse City, Cadillac, or surrounding areas.

As a Treasury Sales Officer, you will help businesses improve their financial operations through customized Treasury Management solutions. You will partner with prospective and existing customers to understand their needs, recommend appropriate products and services, grow treasury revenue, and generate business deposits.

Depending on the selected candidate's banking, sales, and Treasury Management experience, this position may be filled at the Treasury Sales Officer I, II, or III level. Responsibilities and requirements will vary based on the level. Candidates are encouraged to apply, and additional details about the appropriate level will be discussed during the interview process.

Primary Responsibilities

Develop new business and achieve sales goals through independent and joint calling efforts with prospective and existing customers throughout the Mid-Michigan market
Build a strong understanding of each customer's business, working capital needs, and financial processes to recommend appropriate Treasury Management solutions
Prepare and present customized customer proposals, including pricing and competitive analysis, and conduct Treasury Reviews to identify additional opportunities
Partner with Commercial Bankers and Branch Managers to support customer retention, cross-selling efforts, and Treasury Management referrals

Why Mercantile Bank?

Mercantile Bank was founded by entrepreneurs who believed building strong relationships and communities is accomplished through collaboration and innovation. It's more than being a financial institution, it's being a trusted ally and community partner. As Michigan's largest community bank, our roots are deeply embedded in the diverse communities we serve. Our commitment to our customers and community is at the core of all we do.

As an employee of Mercantile Bank, you will receive competitive compensation, bonus opportunities, and best-in-class benefit options. With a minimum of 3 weeks' vacation, sick time, 11 paid holidays, generous 401k match of 5%, company paid life insurance, tuition reimbursement, IVF and adoption assistance, zero-interest loans for fitness equipment and business attire, discounted bank services, employee stock purchase plan, 529 savings plans, health savings accounts, flexible spending accounts, legal protection, exceptional training and development opportunities, and encouragement to connect with community through volunteer opportunities.

A Look into Your Day

As a Treasury Sales Officer, you will spend your day out in the market building relationships and helping businesses find Treasury Management solutions that meet their needs. You will meet with prospective and existing customers throughout Mid-Michigan, ask thoughtful questions to understand their businesses and financial processes, and recommend solutions that can improve cash flow and efficiency. You will work closely with Commercial Bankers, Branch Managers, and other partners across the Bank to identify opportunities, strengthen customer relationships, and grow Treasury Management business. You will also prepare proposals, conduct Treasury Reviews, help coordinate the implementation of new services, and represent Mercantile at community and business events throughout the region.

What We're Looking For

We are looking for a motivated, relationship-focused professional who enjoys learning about businesses and connecting customers with practical financial solutions. You should be comfortable developing new business, having consultative sales conversations, presenting recommendations, and working closely with internal partners. Strong communication, customer service, organizational, and technology skills will help you succeed in this position.

Requirements

At least three years of banking experience, with Treasury Management experience preferred
A bachelor's degree, an industry-recognized certification considered equivalent to a degree, or an equivalent combination of relevant education and experience
Knowledge of Treasury Management products, services, and technology
Strong sales, relationship-building, customer service, and communication skills
Certified Treasury Professional, or CTP, designation preferred. For candidates considered at the Treasury Sales Officer II level, a CTP designation and a proven track record of Treasury Management calling experience may be required
Ability to travel as needed to meet with customers and support regional banking centers

If you think this position is a fit for you, apply now! We look forward to reviewing your application.

Required Languages

🇬🇧 English