Treasury Management Specialist Sr

Duties & Responsibilities

• Compiles data for TM Sales Advisors, completed relationship reviews, and pro-forma pricing analyses.
• Handles client's sales needs.
• Makes direct sales via telephone as well as individual and joint calls with advisors and/or Relationship partners.
• Minimal travel may be required.
• Manages workflow and expectations independently.
• Proactively manages portfolio and all risk related and pricing activities.
• Executes and accurately completes special projects, as assigned, by expected deadlines.

Basic Qualifications

• 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.

Preferred 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.