Treasury Sales Consultant - Specialized Industries (CRE)

Responsible for

• Consultative sales of Treasury Solutions (TS) products and services to assigned client group
• Identifies and drives client and prospect sales opportunities to achieve/exceed revenue and portfolio growth objectives
• Develops strong partnership and collaboration with line of business and other internal partners
• Independently manages a portfolio of clients with TS needs
• Participates in the development of detailed relationship plans for clients/prospects within assigned client group
• Provides client working capital services and solutions, including receivables, payables, information reporting, and liquidity solutions

Essential Duties And Responsibilities

Executes sales plan
Fosters relationships with bankers and product partners
Independently manages a portfolio of clients with TS needs
Participates in the development of detailed relationship plans for clients/prospects within assigned client group
Provides client working capital services and solutions
Adheres and follows all applicable policies and procedures
Proactively escalates issues and risks to leadership's attention
Consults with a client through various methods of communication in an effective manner

Qualifications

• Bachelor's degree or an equivalent combination of education and related work experience
• 3 years of sales experience of financial or treasury products and/or services

Preferred Qualifications

• 5+ years of Treasury/Cash Management Analyst experience
• Deep knowledge of Treasury Management Solutions
• Certified Treasury Professional