Treasury Sales Consultant - Middle Market

Regular, full-time position. Fluency in English required. Work shift: 1st shift (United States of America).

Responsibilities

• Executes sales plan and develops strong partnerships with line-of-business and internal partners to identify and drive client and prospect sales opportunities, achieving or exceeding revenue and portfolio growth objectives for assigned client portfolio.
• Fosters relationships with bankers and product partners to collaborate on opportunities and engage in strategic client planning.
• Independently manages a portfolio of clients with Treasury Solutions (TS) needs, requiring general knowledge of banking and TS products/services as well as working capital concepts.
• Participates in developing detailed relationship plans for clients/prospects within assigned client group to identify key retention and new client acquisition opportunities.
• Provides client working capital services and solutions, including receivables, payables, information reporting, and liquidity solutions.
• Adheres to and follows all applicable policies and procedures; proactively escalates issues and risks to leadership.
• Consults with clients through various communication methods (in-person, email, voicemail, virtual meetings).
• Ensures accurate reporting of sales efforts, progression, and revenue.

Requirements

• Bachelor’s degree or equivalent combination of education and related work experience.
• 5 years of sales experience with financial or treasury products and/or services.
• Deep understanding of bank Working Capital solutions.
• Must obtain Certified Treasury Professional (CTP) certification within 12 months of entering the position.

Preferred Qualifications

• 7+ years of sales experience with financial or treasury products and/or services.
• CFA designation.
• Up-to-date knowledge of Treasury trends and best practices.
• Subject-area expertise in one or more specific skill sets, business areas, or products.

Benefits

All regular teammates (working 20+ hours per week) are eligible for benefits, including:

• Medical, dental, and vision insurance.
• Life insurance, disability, and accidental death and dismemberment coverage.
• Tax-preferred savings accounts and a 401k plan.
• No less than 10 days of vacation (prorated based on hire date and full-time/part-time status) during the first year, plus 10 sick days and paid holidays.
• Depending on position and division, may also be eligible for a defined benefit pension plan, restricted stock units, and/or a deferred compensation plan.