Treasury Services Sales Specialist
Core
Direct sales of new treasury management services, expansion of existing business relationships, and retention of large corporate treasury clients.
Role type
Senior IC treasury services sales specialist
Builds
Treasury management services for corporate clients
Domain
Banking / Corporate Treasury
Deliverable
client delivery
Required skills
cash management sales, business development, treasury management sales, regulatory compliance, bank product knowledge, finance principles, sales presentation, relationship management, marketing strategy, budget management
Preferred skills
Certified Treasury Professional (CTP), management of junior sales staff
Technologies
N/A
Responsibilities
Contact prospective customers to develop new treasury management business; meet with existing customers to ensure proper servicing and expand relationships; prepare sales presentations and recommend services; assist in designing and installing treasury management services; assist in developing marketing strategies and sales objectives; represent bank in civic and industry activities; maintain staffing levels and mentor staff; manage operating and administrative expenses
Seniority
Senior, hands-on IC with potential supervisory responsibilities