Treasury Management Specialist Sr

About the role

The Treasury Management Specialist Sr is responsible for the identification and execution of cross-sales across an existing Business Banking Treasury Management portfolio. The position is exempt (not eligible for overtime pay) and based in an office setting with a flexible work arrangement that combines in‑office and remote work.

Responsibilities

• Compiles data for TM Sales Advisors, completed relationship reviews, and pro‑forma pricing analyses and handles client's sales needs.
• May have direct responsibility across a certain portion of an Advisor's portfolio.
• Direct sales via telephone as well as individual and joint calls with advisors and/or Relationship partners is required.
• Minimal travel may be required.
• Responsible for contributing to team revenue goals through identified sales opportunities.
• Must be able to independently manage workflow and expectations of the role with little oversight.
• Proactively manage portfolio and all risk related and pricing activities.
• Responsible for executing and accurately completing special projects, as assigned, by expected deadlines.
• Performs other duties as assigned.

Requirements

• Three or more years banking experience with a focus on treasury management/cash management
• Bachelor’s Degree or the equivalent experience of 4 or more years in banking and/or Treasury Management in lieu of degree

Qualifications

• Three plus years of Treasury Management Experience
• Sales Experience with Proven Record of Exceeding Goal Expectations
• Advanced Knowledge of Microsoft Office
• Working Knowledge of Sales Force software