Consultative sales of Treasury Solutions products and services to assigned corporate and investment clients. Fostering partnerships to drive client sales opportunities and portfolio growth.
Responsibilities
Responsible for consultative sales of Treasury Solutions (TS) products and services to assigned client group.
Executes sales plan, develops strong partnership and collaboration with line of business and other internal partners.
Fosters relationships with bankers and product partners to collaborate on opportunities.
Independently manages a portfolio of clients with TS needs.
Participates in the development of detailed relationship plans for clients/prospects within assigned client group.
Responsible for providing client working capital services and solutions.
Adheres to all applicable policies and procedures, escalates issues to leadership's attention.
Ability to consult with a client through various methods of communication.
Requirements
Bachelor's degree or an equivalent combination of education and related work experience.
3 years of sales experience of financial or treasury products and/or services.
5+ years of Treasury/Cash Management Analyst experience (preferred).
Deep knowledge of Treasury Management Solutions (preferred).
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