Treasury Management Sales Advisor III

Responsibilities

• Responsible at the divisional level for the development of new Treasury Management business, the expansion of existing business relationships and the delivery of the Treasury Management services to new and existing customers.
• Responsible for assisting with the design of new Treasury Management services and the development of marketing programs.
• Build strong partnerships with appropriate sales partners and Relationship Managers to use consultative and strategic sales skills to turn prospects into clients and to expand business of existing customers.
• Support the Treasury Management Advisor Manager in managing all elements of the Treasury Management sales cycle including business development, prospect qualification, needs analysis and close of sale.
• Retain and grow customer portfolio with a program of service review, regular calling and industry training.
• Develop independent channels to prospect for new Treasury Management clients and manage the process to maintain a pipeline of potential targets.
• Complete calls independently or with appropriate partners on customers and prospects in the assigned territory, focusing on those with extensive, complex and/or multi-national treasury management requirements.
• Maintain current and comprehensive knowledge of Treasury Management products, services, industry trends, competitive environment and service issues.
• Use this knowledge to design customer-centric treasury management solutions and provide consultative expertise on the liquidity management cycle.
• Provide industry and product training to internal and external audiences including customers, resource groups and Relationship Managers.
• Represent the Bank in the local and regional Treasury Management communities and in industry groups.

Requirements

• 4+ years of related experience in Finance (GL Mgmt, Public Reporting, Analysis) or similar field.
• Bachelor's degree or equivalent experience required.
• Bachelor's degree or equivalent experience preferred.
• Intermediate knowledge of general banking operations, including deposit operations, loan administration, treasury management and/or other commercial banking products and services.
• Intermediate knowledge of applicable regulatory and legal compliance obligations, rules and regulations, industry standards and practices.
• Intermediate speaking and writing communication skills.
• Occasional travel required.

Benefits

• Competitive salaries
• Ownership stake in the company
• Medical and dental insurance
• Time off
• Great 401k matching program
• Tuition assistance program
• Employee volunteer program
• Wellness program
• Opportunity to bolster business knowledge, learning the ins and outs of how successful companies operate and manage their finances, providing invaluable hands-on experience to help grow your career