Account Manager
XLFunding LLC
Treasury Services Sales Advisor III
Eastern Bank
full-time
Posted on:
Location Type: Hybrid
Location: Boston • Massachusetts • 🇺🇸 United States
Visit company websiteJob Level
SeniorLead
About the role
- Developing, managing, and deepening relationships with existing customers while proactively prospecting new opportunities.
- Uncovering client deposit and treasury management needs, providing tailored recommendations, and driving sales results.
- Delivering proposals, presenting pricing, and conducting regular reviews, ensuring that client relationships are strengthened and expanded.
- Collaborating with internal partners is essential to achieve growth, streamline processes, and contribute to a team-driven sales culture.
- Calling on prospective clients to uncover Deposit & Treasury Service needs.
- Presenting recommendations to prospects and obtaining necessary documentation to establish new products.
- Collaborating with other Business Lines to ensure smooth implementation and transition of clients.
- Recommending product enhancements and new services while focusing on the needs of the prospects.
Requirements
- 8+ years banking experience including at least five years in Business Banking, Commercial Banking or Treasury Sales and customer service
- College degree or equivalent combination of training and business experience required
- Extensive Treasury Sales and Deposit Product knowledge.
- Must have a basic understanding of commercial businesses and banking.
- Strong sales skills in a fast pace environment.
- Must be resourceful and able to search out answers and solutions to complex problems and issues.
- Technologically proficient.
Benefits
- medical, dental, vision, life and disability insurance
- retirement
- vacation
- tuition reimbursement
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard skills
Treasury SalesDeposit ProductsSales ResultsClient Relationship ManagementProposal DeliveryPricing PresentationProduct RecommendationsImplementation ProcessesCustomer ServiceBusiness Banking
Soft skills
Relationship ManagementCollaborationProblem SolvingResourcefulnessSales SkillsCommunicationTeamworkAdaptabilityProactivityCustomer Focus
Certifications
College Degree
