CRB Treasury Management Advisor III
Core
Acquires and develops profitable treasury management relationships while retaining and deepening existing customer ties.
Role type
Senior IC treasury management advisor (sales)
Builds
Treasury management solutions and cross-sold bank products
Domain
Banking / Treasury Management
Deliverable
client delivery
Required skills
Treasury management expertise, sales prospecting, product pricing and structuring, customer proposal development, relationship management, executive relationship building, sales strategy execution, internal partnership coordination
Preferred skills
Commercial or business banking sales experience, verbal and written communication skills
Technologies
N/A
Responsibilities
Prospecting for new treasury management clients, structuring product pricing and customer proposals, managing banker relationships and pipeline reviews, cross-selling other bank products, mentoring colleagues, developing and executing regional sales strategies, representing the bank in industry groups
Seniority
Senior, hands-on IC