Job Details
Why You Should Consider This Opportunity:
- You're excited to build relationships with Relationship Managers, Internal Partners and Clients, and be a true partner within the organization.
- You want flexibility on how your day is structured
- You like working with clients in the middle market space
Responsibilities include but are not limited to:
- Work as a trusted advisor with all business clients to deliver a tailored suite of services.
- Demonstrate ability to assess client needs, possess strong advisory skills, and ability to identify solutions to meet client needs. Communicate client needs to support partners as appropriate.
- Partner closely with client-facing teammates to consult on sales opportunities and provide the product expertise necessary to deliver the best possible solution to the client.
- Analyze account activity and balances for proposals, generate proposals, present to business clients and closes sale.
- Determine what product sets and features best suit the client/prospect requirements using consultative selling techniques.
- Obtain the required service agreements for requested product sets and account documentation.
- Partner with our Treasury Implementation Partners to manage the onboarding experience.
- Traveling: visiting clients and/or prospects as needed
- Work with Relationship Managers to identify cash management/treasury solutions opportunities with both existing client base and prospect client base.
- Follow-up on all Sales calls.
- May attend various conferences, conventions, educational and networking events.
Required Skills:
- Excellent communication, presentation with a trusted advisor approach, interpersonal and organizational skills.
- Proficient knowledge of Excel - PowerPoint for proposal generation.
- Broad and deep familiarity with US treasury management products, services and trends (Fraud Prevention, Lockbox, etc).
- Sales and service abilities; Ability to assess client needs and provide solutions.
- Thorough knowledge of all of the various Cash Management product sets and their applications, as well as knowledge of regulatory requirements.
Required Experience:
- High School diploma or GED and a minimum of 5 years' experience in Treasury Solutions Sales.
- Valid Driver's License.
- Bachelor's Degree in a business-related field (Business, Accounting, Finance, etc) with a minimum of 5 years' experience in Treasury Solutions Sales preferred.