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The Treasury Sales Associate/Analyst (TSA) will be responsible for supporting portfolio of two Treasury Sales Officers managing and aggressively growing treasury revenue within the Business Banking group. He or she will partner with Relationship Managers, Trade, Liquidity, Investment, Foreign Exchange, product specialists and implementation partners presenting customized treasury solutions that meet client objectives.
Responsibilities:
Focus on growth of new client relationships and expansion of existing relationships by identifying and cross selling our treasury solutions while building a strong sales pipeline.
Accountable for responsible revenue growth, profitability, client planning, client calling, portfolio development, pricing strategy, and proposal/presentation development/delivery within the confines of a dedicated client portfolio.
Possess strong communication and interpersonal skills and appropriate financial acumen
The TSA must also be motivated to maintain a consistent level of goal achievement and be willing to challenge themselves with performance metrics
• Maintain regular client interactions building direct relationships, conducting Treasury Reviews, and proactively identifying new opportunities
Required Qualification:
Interact with and influence people internally and externally by expert use of verbal and written communication and through strong presentation skills.
Read and leverage data to proactively identify trends and opportunities.
Organize, prioritize and balance multiple sales activities.
Understand the bank structure and the operational aspects of global cash management products and services.
Understand and adhere to risk guidelines to proficiently identify, manage and escalate risk to grow the business responsibly.
Desired Qualifications:
Creativity, futuristic, advocacy
Treasury sales/corporate banking experience
Minimum Education Requirements:
B.S. or B.A. degree or equivalent work experience
Skills:
Account Management
Client Management
Customer and Client Focus
Oral Communications
Presentation Skills
Critical Thinking
Data Management
Portfolio Analysis
Problem Solving
Relationship Building
Active Listening
Analytical Thinking
Collaboration
Prioritization
Written Communications
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