Responsible for the development of new Treasury Management customer business, the expansion of existing commercial relationships, and the delivery of TM products and services.
Requirements
- Showcases strong client interaction skills, demonstrating the ability to influence the outcome of the sales process.
- Consistently exceeds annual sales goals and tasks set by Management.
- Demonstrates the aptitude for powerful presentations and negotiation skills with internal and external clients.
- Create and implements plans and tactics with the Market President to assist the market in attaining goals and objectives in relation to deposit growth and increased revenue.
- Serve as an expert for Treasury Management products and services, deliver internal presentations when needed, actively participate in sales meetings, and prospect development within the market.
- Manage all elements of the sales cycle including business development, prospect qualification, needs analysis, and close of sale to exceed all deposit and revenue growth goals.
- Provides strategic treasury advisory services to clients and co-workers.
- Maintains a working knowledge of financial management principles.
- Assists Relationship Managers, Business Development Bankers and Banking Center Managers by offering value-added services to prospects and clients.
- Maintains Treasury Management Relationships by providing excellent customer support such as online navigation, phone training, account inquiries, problem solving, and technical support.
- Works closely with the Relationship Managers to evaluate prospective customer relationships and offers suitable recommendations for deposit focused relationships.
- Consistently prospects and self-generate leads through networking, community interaction and existing client interactions.
- Actively retains and data mines existing clients for additional cross-sell opportunities through constant communication, treasury management reviews, relationship reviews with Relationship Manager, and conducting on-site evaluations when necessary.
- Educates Treasury Management customers on the risks in the banking environment and the necessary steps to protect themselves.
- Accommodates request for presentations at community events.
- Develop sales proposals, RFP responses, and pricing proformas for existing clients and prospects to further develop and strengthen business relationships.
Benefits
- 401k Matching
- Retirement Plan
- Tuition Reimbursement
- Relocation Assistance
