CRB Treasury Management Specialist

About the role

The Treasury Management Specialist is responsible for the identification and execution of cross-sales across an existing Business Banking Treasury Management portfolio.

Workplace type: Office. Certain positions outside the branch network may be eligible for a flexible work arrangement combining in-office and work‑from‑home; specific arrangements will be provided by the hiring team.

Responsibilities

• Compiles data for TM Sales Advisors, completed relationship reviews, and pro‑forma pricing analyses and handles client's sales needs.
• May have direct responsibility across a certain portion of an Advisor's portfolio.
• Direct sales via telephone as well as individual and joint calls with advisors and/or Relationship partners is required.
• Minimal travel may be required.
• Responsible for contributing to team revenue goals through identified sales opportunities.
• Must be able to independently manage workflow and expectations of the role with little oversight.
• Proactively manage portfolio and all risk related and pricing activities.
• Responsible for executing and accurately completing special projects, as assigned, by expected deadlines.
• Performs other duties as assigned.

Requirements

• Bachelor's Degree in Business, Finance or related discipline or the equivalent experience of five (5) years of experience in banking and/or Treasury in lieu of degree.
• 1+ years