CRB Treasury Management Specialist - Birmingham, AL

Description

The Treasury Management Specialist Sr provides comprehensive sales support and sales analysis for the Treasury Management Sales Advisor.

Duties & Responsibilities

• Compiles data for Sales Advisors, creating RFP’s, proposals and pro-forma pricing analyses and handling client’s sales needs if an advisor is not available.
• Direct sales via telephone as well as joint and individual calls with advisors and or RM/BB partners.
• Responsible for contributing to team revenue goals
• Responsible for the identification and execution of cross-sales across an existing Treasury Management portfolio.
• May have direct responsibility across a certain portion of an Advisor’s portfolio.
• Coaches, counsels and mentors other Sales Specialists.
• Performs other duties as assigned.

Basic Qualifications

• Three or more years banking experience with a focus on treasury management/cash management
• Bachelor’s Degree or the equivalent experience of 4 or more years in banking and/or Treasury Management in lieu of degree

Preferred Qualifications

• General knowledge of a wide variety of treasury management/cash management software, hardware and operating systems
• Exceptional Verbal and Written Communication Skills
• Excellent organization skills
• Able to handle, organize and prioritize multiple tasks