Treasury Sales Consultant - Middle Market (Not For Profit)

Regular, full-time position. Fluency in English required. 1st shift.

Responsibilities

• Executes sales plan and collaborates 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, TS products and services, and working capital concepts.
• Develops 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 (e.g., 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’s Working Capital solutions.
• Must obtain Certified Treasury Professional (CTP) within 12 months of entering the position.

Preferred Qualifications

• 7+ years of sales experience with financial or treasury products and/or services.
• CTP 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.

Pay

Annual base salary: $140,000 - $215,000. Additional incentive pay available.

Benefits

• Medical, dental, and vision insurance.
• Life insurance and disability coverage, including accidental death and dismemberment.
• 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.
• Eligibility for defined benefit pension plan, restricted stock units, and/or deferred compensation plan, depending on position and division.