National Dealer Treasury Management Officer
Core
Drive revenue growth and client retention for dealer clients by providing working capital management solutions, treasury services, and payment process expertise.
Role type
Senior IC treasury management sales officer (dealer focus)
Builds
Treasury and payments solutions for dealership clients
Domain
Commercial banking / Automotive finance
Deliverable
client delivery
Required skills
Dealer business model expertise, treasury management solutions knowledge, sales pipeline management, C-suite relationship building, financial statement analysis, negotiation, strategic advisory
Preferred skills
CTP certification, advanced accounting techniques, investment management techniques, loan structuring understanding
Technologies
CRM tools, MS Office
Responsibilities
Prospect for new and cross-sell opportunities, present working capital solutions, deliver quarterly client service reviews, manage sales pipeline, mentor team members on sales strategies, resolve client issues, execute account documentation
Seniority
Senior, hands-on IC with sales leadership responsibilities