Navitas Credit Corp. · 9 hours ago
Regional Treasury Solutions Officer
Raleigh, NC
Full-time
Onsite
Mid, Senior Level
$0/yr - $0/yr
5+ years expNavitas Credit Corp. is seeking a Regional Treasury Solutions Officer to drive the development and retention of Treasury Management revenue across assigned markets. The role involves implementing consultative calling programs, managing client relationships, and maximizing revenue through product sales and client retention strategies.
BankingFinancial Services
Responsibilities
Identify and develop market potential for treasury management and other bank services
Conduct business development calls on corporate customers, including counties and municipalities
Maximize non-interest income through product penetration and fee collection
Sell the bank’s suite of treasury management services
Analyze customer relationships and recommend appropriate banking products
Establish account setup and oversee implementation of sold products
Manage controllable expenses to ensure profitability
Serve as a product expert and provide technical support to customers and internal partners
Cross-sell additional banking services, including personal accounts
Participate in community organizations and bank activities to promote the bank’s image and services
Qualification
Required
Bachelor's degree or 5-10 years of experience selling financial services in the public contract area of banking
Minimum 3 years of experience in a treasury management sales environment
Proficiency in PC operations and software applications
Strong working knowledge of banking products including deposit and sweep accounts, account analysis, and loans
Excellent interpersonal and communication skills
Proven ability to sell non-traditional bank products in a traditional banking environment
Effective writing skills for proposals and correspondence
Strong organizational and time management skills
Ability to deliver compelling sales presentations and close deals
Participation in all required compliance training, including Bank Secrecy Act/anti-money laundering training
Must be able to pass a criminal background check
This is a full-time, non-remote position
Up to 25% of travel required
Company
Navitas Credit Corp.
Navitas Credit Corp. is a financial services provider based in Florida.
201-500 employees
Funding
Current Stage
Growth StageTotal Funding
$6MKey Investors
Noro-Moseley Partners
2010-03-01Series A· $6M
Leadership Team
Dan McMahan
Senior Vice President - Chief Credit Officer
Jacklynn Farbman Manning, CLFP
Chief Marketing Officer
Recent News
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