Treasury Management Specialist

About the role

The Treasury Management Specialist identifies and executes cross-sales across an existing Business Banking Treasury Management portfolio.

Responsibilities

• Compiles data for TM Sales Advisors, completed relationship reviews, and pro-forma pricing analyses; handles client sales needs.
• May have direct responsibility across a portion of an Advisor's portfolio.
• Conducts direct sales via telephone as well as individual and joint calls with advisors and/or Relationship partners; minimal travel may be required.
• Contributes to team revenue goals through identified sales opportunities.
• Independently manages workflow and expectations with little oversight.
• Proactively manages portfolio and all risk-related and pricing activities.
• Executes and accurately completes special projects by expected deadlines.
• Performs other duties as assigned.

Requirements

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

Preferred Qualifications

• Three plus years of Treasury Management experience.
• One plus year of Commercial Banking experience.
• Sales experience with a proven record of exceeding goal expectations.
• Advanced knowledge of Microsoft Office.
• Working knowledge of Salesforce software.

Schedule

This is an exempt position (not eligible for overtime pay).

Certain positions outside our branch network may be eligible for a flexible work arrangement, combining in-office and remote work. Specific arrangements will be provided by the hiring team.