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 and banking products for corporate clients
Domain
Banking / Corporate Treasury
Deliverable
client delivery
Required skills
treasury management sales, business development, regulatory compliance, bank product knowledge, finance principles, sales presentation, client relationship management, marketing strategy
Preferred skills
Certified Treasury Professional (CTP), management of junior sales staff, budget management
Technologies
N/A
Responsibilities
Contact prospective customers to develop new treasury management business; meet with existing customers to 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 the bank in community and industry activities; stay abreast of industry trends and regulations; potentially manage, train, and evaluate junior-level sales staff; control operating and administrative expenses.
Seniority
Senior, hands-on IC with potential supervisory responsibilities