Treasury Management Specialist Sr
Core
Provides comprehensive sales support and sales analysis for Treasury Management Sales Advisors, including data compilation, RFP creation, and direct sales.
Role type
Senior sales support specialist (Treasury Management)
Builds
Sales proposals, pro-forma pricing analyses, and cross-sales execution for existing portfolios
Domain
Banking / Treasury Management
Deliverable
product features
Required skills
Treasury management, cash management, sales support, RFP creation, proposal writing, pro-forma pricing analysis, direct sales, cross-selling, coaching, mentoring
Preferred skills
Treasury management software knowledge, verbal communication, written communication, organization
Responsibilities
Compiles data for Sales Advisors, creates RFPs and proposals, performs direct sales via telephone, contributes to team revenue goals, executes cross-sales, coaches and mentors other Sales Specialists
Seniority
Senior, hands-on IC