Treasury Management Advisor I
Core
Acquires and develops profitable treasury management relationships while retaining and deepening existing customer connections.
Role type
Treasury Management Advisor (Sales)
Builds
Treasury management products and services for corporate clients
Domain
Banking / Financial Services
Deliverable
client delivery
Required skills
prospecting, product pricing and structuring, customer proposal development, relationship management, sales pipeline management, cross-selling, data entry and reporting
Preferred skills
Treasury Management experience, verbal and written communication
Responsibilities
Prospecting new customers, structuring product pricing, managing banker relationships, executing relationship plans, reviewing sales pipelines, monitoring competitor offerings, entering weekly sales data
Seniority
Individual Contributor, mid-level
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