TM Inside Sales Officer I
Core
Phone and email-based treasury sales professional responsible for business development, client service, retention, and consultations to drive revenue growth.
Role type
Inside Sales Officer (Treasury Management)
Builds
Working capital management solutions and treasury products for assigned clients
Domain
Banking / Treasury Management
Required skills
Persuasive sales articulation, client needs identification, payment and commerce solutions knowledge, strategic TM solutions expertise, competition analysis, CRM pipeline management, relationship building, financial statement analysis basics
Preferred skills
1-3 years financial services sales experience, mentoring new team members, powerful presentation and negotiation skills
Technologies
CRM tools, MS Office
Responsibilities
Persuade clients via phone/email to influence sales outcomes, identify client needs and present working capital solutions, prepare quarterly client service reviews, manage sales pipeline for new and cross-sell opportunities, resolve client issues and ensure timely implementation, educate and mentor Relationship Managers on TM products
Seniority
Entry-level to Mid-level, individual contributor