Objectives/Fundamental Responsibilities:

• Preparing & presenting comparative fee analyses, product proposals & RFP’s
• Following up on inquiries from clients & bankers regarding Banking & Cash Management services
• One off product sales to clients
• Conducting online banking tutorials & online banking platform demonstrations to clients
• Visiting clients/prospects alone or with the Sales Specialists and providing post meeting follow-up
• Preparing client relationship reviews & presenting them with Sales Specialists
• Submitting, tracking & following up on implementation requests (new product additions, maintenance requests & termination of services)
• Routinely connect with product and implementation partners
• Attend weekly treasury channel calls and disseminate summaries of key topics
• Continually focus on personal growth & development – targeted trainings, development courses, seminars etc.
• Establish billing for implemented services and monitoring billing and account analysis requests
• Ad hoc financial projects and monthly business reviews for the sales head

Qualifications:

• Possess a minimum of 5-7+ years of banking experience
• Current or previous role as a Banking / Treasury Sales Associate
• Experience working with Commercial, Middle Market or Corporate Clients
• B.A./B.S. (required)
• Knowledge of treasury management products, banking & the client sales cycle
• Awareness of Private Banking (preferable, but not required)
• High degree of professionalism
• Strong written, listening & verbal communication skills
• Attention to detail and consistent follow-up skills
• Ability to multi-task, prioritize and display general responsiveness at all times
• Certified Treasury Professional (CTP) designation and/or willingness to pursue
• Proficiency in MS Office, internet applications & pipeline reporting systems

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Grade :All Job Level - All Job FunctionsAll Job Level - All Job Functions - US

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Time Type :Full time

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