Treasury Management Sales Officer
FirstBank · Columbus, GA · 2 wk ago
On-siteFinanceFull-time
Essential Duties and Responsibilities
- Responsible for new sales and portfolio growth goals of Treasury Management products and services
- Maintain knowledge of industry topics and pain points
- Develop client relationships as a trusted advisor, recommending value-added services
- Partner with assigned Treasury Management Specialist to provide exceptional client servicing
- Analyze business structure and pricing
- Prepare proformas and presentations
- Demonstrate products and services to prospective clients
- Support onboarding of new TM relationships
- Track sales activities and timelines to ensure deliverables are on-time during onboarding
- Support Relationship Managers and branches in their sales efforts of TM product and services
Qualifications
- Previous Treasury Management experience preferred
- 5+ years previous banking experience required
- Bachelor’s degree preferred
- Understanding of receivable and payment processes
- Self-motivated with time management skills
- Customer service/problem resolution experience required