CRB Treasury Mgmt Advisor II
On-site
Core
Acquires and develops profitable treasury management relationships while retaining and deepening existing customer connections.
Role type
Senior IC treasury management advisor
Builds
Treasury management and cash management solutions for corporate clients
Domain
Banking / Treasury Management
Deliverable
product features
Required skills
prospecting, product pricing and structuring, customer proposal development, cross-selling, relationship management, sales pipeline management, data entry and reporting
Preferred skills
verbal and written communication, professional designations (CTP)
Responsibilities
prospecting new clients, structuring product pricing, managing banker relationships, executing relationship plans, mentoring colleagues, monitoring sales results
Seniority
Mid-level, hands-on IC