Treasury Sales Consultant - Specialized Industries (CRE)

Responsible for

• Consultative sales of Treasury Solutions (TS) products and services to assigned client group
• Develops strong partnership and collaboration with line of business and other internal partners to identify and drive client and prospect sales opportunities
• Independently manages a portfolio of clients with TS needs, requiring general knowledge of banking and TS products and services as well as working capital concepts
• Participates in the development of 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 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
• Accurately reports sales efforts, sales effort progression, and sales revenue

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