Treasury Management Sales Consultant

GENERAL FUNCTION:

The Treasury Management Sales Consultant I (TMC) is primarily responsible for developing new TM business relationships with prospects and expanding TM business relationships with existing clients. The TMC approaches their responsibilities professionally and in a client-centric, consultative manner leading to an exceptional client experience. The TMC partners with Bankers and other sources, or may work independently, to develop and close new sales opportunities. The TMC will promote the Bank generally and TM specifically in their local community, and will provide leadership, training and support to less-experienced Bank personnel as needed. The TMC will foster an open, inclusive, team-oriented environment with all Bank partners, and will plan time and activity to ensure achievement of goals and objectives.

 

PRIMARY DUTIES AND RESPONSIBILITIES:

• Develop and follow a systematic, goal oriented sales process that includes identifying opportunities, tracking progress, recording activity, and projecting revenue. Use CRM 360 and other systems/tools for achievement.
• Attend Sales Meetings, Board Meetings, Team Meetings, and any other similar event to promote TM and to uncover new business opportunities. Coordinate with Market Leaders on participation in local Bank-sponsored events.
• Work one-on-one with Market Leaders and Bankers, and provide training as needed, to facilitate business development and client retention.
• Analyze existing client database to uncover opportunities for cross-sell and relationship expansion.
• Call on clients and prospects jointly with Bankers, or independently, as appropriate.
• Consult with clients and prospects on their Treasury Management needs and recommend appropriate solutions.
• Analyze existing service and pricing structures, identify opportunities, and prepare and present TM proposals.
• Conduct product demonstrations individually or jointly as part of a larger coordinated presentation.
• Prepare all necessary documentation required for service implementation, and secure client agreement.
• Deliver complete, executed documentation to Treasury Management Specialists for service implementation and on-boarding.
• Follow-up with clients once service implementation is complete to ensure that all services and pricing are consistent with original client agreement.
• Conduct annual client reviews to assess new needs, verify service structure, confirm user permissions and limits, and highlight possibilities for enhancements.

 

ADDITIONAL RESPONSIBILITIES:

 

• Foster an open, inclusive, team-oriented working environment with all Bank partners.
• Conduct oneself professionally, responsibly, and with limited personal supervision.
• Stay current with trends and issues within the Treasury Management community.
• Participate in special projects as required.
• Perform other duties assigned by supervisor.

JOB QUALIFICATIONS:

• Bachelor's degree (preferred).
• Minimum five (5) years of experience in a Treasury Management, Banking, Sales, or other commercial-client facing role.
• Proficiency with Microsoft Outlook, Word, Excel and PowerPoint.
• Knowledge of TM products and services, bank operations, and basic accounting.
• Ability to solve client problems by developing comprehensive solutions of varying degrees of complexity.
• Ability to work under pressure, manage numerous projects, and meet deadlines.
• Strong personal leadership skills, organizational skills, and excellent communication skills, both verbal and written.
• Knowledge of financial sector and economic environment
• Ability to communicate complex issues, both orally and written.
• Ability to analyze and summarize complex financial information, make presentations of that information, communicate its contents, and make recommendations for appropriate courses of action.
• Must be self-motivated, goal-driven, team-oriented, and personable with a desire to take initiative and solve problems.
• Must be willing to travel including overnight stays on occasion.

STANDARDS OF PERFORMANCE:

 

• Achieve monthly and annual performance goals including revenue, calling, and others.
• Perform all areas of responsibilities in a timely, accurate, and thorough manner.
• Foster a positive, team-oriented work-environment.
• Be professional, responsive, timely, clear, and respectful in all communications.
• Maintain confidentialities and adhere to the Bank's standards of personal integrity and conduct.
• Be client-centric with client satisfaction as primary goal.
• Adhere to Bank policies and procedures.