Job Description

Why You Should Consider This Opportunity:

• You're excited to build relationships with Relationship Managers, Internal Partners and Clients, and be a true partner within the organization.
• You want flexibility on how your day is structured
• You like working with clients with various revenue sizes (Retail, Business Banking, and Middle Market)

Responsibilities include but are not limited to:

• Work as a trusted advisor with all business clients to deliver a tailored suite of services.
• Demonstrate ability to assess client needs, possess strong advisory skills, and ability to identify solutions to meet client needs. Communicate client needs to support partners as appropriate.
• Partner closely with client-facing teammates to consult on sales opportunities and provide the product expertise necessary to deliver the best possible solution to the client.
• Analyze account activity and balances for proposals, generate proposals, present to business clients and closes sale.
• Determine what product sets and features best suit the client/prospect requirements using consultative selling techniques.
• Obtain the required service agreements for requested product sets and account documentation.
• Partner with our Treasury Implementation Partners to manage the onboarding experience.
• Traveling: visiting clients and/or prospects as needed
• Work with Relationship Managers to identify cash management/treasury solutions opportunities with both existing client base and prospect client base.
• Follow-up on all Sales calls.
• May attend various conferences, conventions, educational and networking events.

Required Skills:

• Excellent communication, presentation with a trusted advisor approach, interpersonal and organizational skills.
• Proficient knowledge of Excel - PowerPoint for proposal generation.
• Broad and deep familiarity with US treasury management products, services and trends (Fraud Prevention, Lockbox, etc).
• Sales and service abilities; Ability to assess client needs and provide solutions.
• Thorough knowledge of all of the various Cash Management product sets and their applications, as well as knowledge of regulatory requirements.

Required Experience:

• High School diploma or GED and a minimum of 5 years' experience in Treasury Solutions Sales.
• Valid Driver's License.
• Bachelor's Degree in a business-related field (Business, Accounting, Finance, etc) with a minimum of 5 years' experience in Treasury Solutions Sales preferred.

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