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Job description
VP Senior Treasury Management Sales Officer
Join to apply for the VP Senior Treasury Management Sales Officer role at Bci Miami .
**About Bci:** Bci provides financial services to individuals and corporations. We focus on being a global leader in innovations and personalized client experience. With more than 10,500 employees, Bci is recognized as one of the best companies to work for and develop a career. It is the third largest privately owned bank in Chile with over 300 branches and international offices.
**Job Summary:** The Treasury Management Sales Officer supports the Relationship Management team, providing treasury solutions to prospects and clients, preparing proposals, and implementing products/services. Responsible for a client book, meeting sales and retention goals, analyzing data to improve revenue and operational performance, and exercising discretion within their authority.
Key Responsibilities:
Generate new revenue sources and meet sales/retention goals.
Resolve operational issues related to treasury management.
Expand existing relationships through cross-selling and pipeline development.
Identify transactional behaviors, escalate issues, and migrate clients to electronic transfers.
Build relationships through regular client interactions and transactional reviews.
Develop and present treasury management proposals, negotiate agreements, and conduct training.
Maintain in-depth knowledge of bank products and processes.
Collaborate with the sales team on pipeline management, reporting, and marketing materials.
Support revenue growth through cross-selling and lead generation.
Analyze client data, develop proposals, and support product implementation.
Resolve client issues promptly and ensure compliance with policies and regulations.
Online Banking & Other Functions:
Manage client onboarding documentation and online banking services.
Lead testing phases for online banking enhancements.
Provide timely responses to client inquiries and complaints.
Additional Duties:
Work under deadlines, seek solutions proactively, and build professional relationships.
Be bilingual in English and Spanish, willing to travel, and able to lift weights as needed.
Support special projects and process improvements.
Qualifications:
BA in related fields or 5+ years treasury management experience.
Minimum five years relevant experience.
Proficiency with Microsoft Office, Salesforce, and banking applications.
Employment Details:
Mid-Senior level, Full-time, in Finance and Sales.
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Worksite address
miami, FL, 33222, US
Who can apply
Review the original listing for work authorization, qualifications and employer requirements.