Treasury Management Specialist - Atlanta, GA

Description Summary

The Treasury Management Specialist provides comprehensive sales support and sales analysis for the Treasury Management Sales Advisor. Duties include compiling data for Sales Advisors, creating RFP’s, proposals, and pro-forma pricing analyses, handling client sales needs, direct sales via telephone, and executing cross-sales across an existing Treasury Management portfolio.

Duties & Responsibilities

• Compiles data for Sales Advisors, creating RFP’s, proposals and pro-forma pricing analyses
• Handles 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
• Contributes to team revenue goals
• Identifies and executes 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

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

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

Exempt Status

Yes

Workplace Type

Office