WEM Partner Manager driving revenue growth through key partnerships at Five9. Collaborating across departments to maximize partner success and sales strategy.
About the role
- Treasury Management Relationship Manager responsible for expanding business relationships and developing sales strategy. Focus on providing treasury services for corporate and institutional banking clients.
Responsibilities
- Develops sales strategy for the market appropriate to meet/exceed the stated new sales and portfolio goals
- Meets regularly with Relationship Managers to identify opportunities and provide information on products, services and unique applications
- Calls on both prospective and current clients to identify needs, propose solutions and address any servicing issues
- Works with Product Management Partners where needed to develop sales proposals and determine pricing strategies
- Conducts treasury services relationship reviews on top clients
- Presents treasury service product training for officers and managers in all lines of business to keep them informed of products and services available to customers
- Maintains up-to-date treasury management industry knowledge by participation in training opportunities and reading available literature
Requirements
- Bachelor's degree and ten (10) years in Treasury Services Sales or related experience
- High School Diploma or GED and eleven (11) years in Treasury Services Sales or related experience
- Certified Treasury Professional (CTP) designation
- Excellent negotiating abilities
- Demonstrated leadership abilities
- Excellent verbal and written communication skills
- Experience developing others as a mentor/leader
- Positive reputation and network of industry contacts
- Proficiency in Microsoft Office (Excel, Word, PowerPoint, Outlook, etc.)
- Advanced analytical and problem-solving skills
- Advanced business acumen
Benefits
- Paid Vacation/Sick Time
- 401K with Company Match
- Medical, Dental and Vision Benefits
- Disability Benefits
- Health Savings Account
- Flexible Spending Account
- Life Insurance
- Parental Leave
- Employee Assistance Program
- Associate Volunteer Program
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