Inside Treasury Solutions Officer
Core
Inside sales role driving the sale of Treasury Management products and services to corporate clients, counties, and municipalities via phone and business development calls.
Role type
Inside sales officer (treasury management)
Builds
Treasury management product sales and account implementations
Domain
Banking / Financial Services
Deliverable
product features
Required skills
Inside sales, business development, account management, proposal writing, business banking knowledge (deposits, sweeps, loans), client relationship analysis
Preferred skills
In-depth knowledge of bank systems and processes
Responsibilities
Drive sales of treasury management services, partner with Regional Treasury Solutions Officers for cross-selling, join business development calls, analyze customer relationships, set up new accounts, participate in community organizations
Seniority
Mid-level, individual contributor