Jobs · Consulting · Arizona

Treasury Management Sales Consultant - Phoenix/Chandler (AZ)

National Bank of Arizona · Chandler, AZ · 2 wk ago
On-siteConsultingFull-time

About the role

National Bank of Arizona's Treasury Management division is the company's number one fee income source and includes Treasury, Merchant Services, and Investment Services. The Treasury Management Sales Consultant plays a crucial role in increasing the bank's small business and commercial client base through consistent sales call efforts.

Responsibilities

  • Increase our small business and commercial client base through consistent sales call efforts while establishing trust and rapport with prospects and clients.
  • Develop partnerships with Relationship Managers to jointly generate and grow a profitable business.
  • Responsible for multiple lines of business or industry segments ranging from simple to complex treasury management needs.
  • Work with internal partners to ensure successful implementation, product ramp-up and accurate pricing/billing.
  • Partner with Zions Bancorp corporate partners on product, sales and operations initiatives.
  • Manage and ensure timely and accurate pipeline reporting.
  • Plan and actively participate in public speaking opportunities that generate brand awareness.
  • Use internal/external sources to identify customers who are loan only or who bank with us or who use another bank as primary AND depository customer who are not currently using any TM products (not currently being worked by any TMO).
  • Self-source customers in industries known to be primarily deposit focused (property management, title companies, government, technology).

Qualifications

  • Related college degree or equivalent work experience are required; requires a minimum of 1-3 years of Treasury Management sales experience.
  • CTP and AAP credentials a plus but not required.
  • Demonstrated ability to operate under minimal supervision; willingness and ability to travel within the state.
  • Excellent written and verbal communications skills essential; working knowledge of general banking.
  • Strong interpersonal and presentation skills are a must for representing NBAZ in diverse environments.
  • Report preparation and development, organizational planning, and project management skills.
  • Knowledge of the bank’s products and services are also required.

Benefits

  • Mental health benefits including coaching and therapy sessions.
  • Tuition reimbursement for qualifying employees.
  • Employee Ambassador preferred banking products.

Similar jobs