CRB Treasury Management Advisor III
Core
Acquires and develops profitable treasury management relationships, retains existing customers, and drives sales of bank products.
Role type
Senior IC Treasury Management Advisor (Sales)
Builds
Treasury management solutions and cross-sold bank products for commercial clients
Domain
Banking / Treasury Management
Required skills
Treasury management sales, prospecting, product pricing and structuring, customer relationship management, executive relationship building, sales strategy execution, internal partnership management, data entry and pipeline management
Preferred skills
Commercial or Business Banking sales experience, verbal and written communication skills
Technologies
None stated
Responsibilities
Prospecting new clients, structuring product proposals, managing banker relationships and pipeline reviews, cross-selling bank products, mentoring colleagues, developing regional sales strategies, representing the bank in industry groups
Seniority
Senior, hands-on IC