Partner with ITMs to drive increased penetration of banking products and solutions for existing and new clients
Collaborate with ITMs to proactively provide treasury cash management solutions with a consultative and client driven framework
Lead business reviews for existing clients with treasury services, and make recommendations to improve the client experience via automation, fraud protection etc.
Provide support for general inquiries (e.g. overview of deposit and treasury product features, pricing)
Present proposals, pricing analyses and cost/benefit analyses based on client needs
Manage / approve rate and pricing exceptions within delegated authorities
Required Qualifications, Skills and Capabilities:
5+ years of cash management sales and relationship management experience
Knowledge and understanding of Treasury Service Products
Team-oriented with ability to develop strong working relationships with clients and colleagues
Strong verbal and written communication skills
Strong analytical and time management skills
Demonstrated experience of meeting or exceeding sales goals; proven top contributor
Undergraduate Degree
Series 7 and 63 preferred, but will be required with in 12 months of date of hire.