Executes sales plan, develops strong partnership and collaboration with line of business and other internal partners to identify and drive client and prospect sales opportunities to achieve/exceed revenue and portfolio growth objectives for assigned client portfolio.
Fosters relationships with bankers and product partners to collaborate on opportunities and engage in strategic client planning.
Independently manages a portfolio of clients with TS needs, requiring general knowledge of banking and TS products and services as well as working capital concepts.
Participates in the development of detailed relationship plans for clients/prospects within assigned client group to identify key retention and new client acquisition opportunities.
Responsible for providing client working capital services and solutions, including receivables, payables, information reporting and liquidity solutions.
Adheres and follows all applicable policies and procedures. Proactively escalates issues and risks to leadership's attention.
Ability to consult with a client through various methods of communication in an effective manner (ex. In person, email, voicemail, Virtual Meeting, etc.).
Responsible for accurate reporting of sales efforts, sales effort progression and sales revenue

Requirements

Bachelor's degree or an equivalent combination of education and related work experience
5 years of sales experience of financial or treasury products and/or services
Maintains deep understanding of bank's Working Capital solutions
Must have or obtain Certified Treasury Professional (CTP) within 12 months of entering position

Benefits

medical
dental
vision
life insurance
disability
accidental death and dismemberment
tax-preferred savings accounts
401k plan
no less than 10 days of vacation
10 sick days
paid holidays

Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools

sales experiencefinancial productstreasury productsworking capital solutionsclient working capital servicesreceivablespayablesinformation reportingliquidity solutionssales reporting

Soft Skills

relationship managementcollaborationstrategic planningcommunicationproblem-solvingclient consultationissue escalationclient retentionnew client acquisitionindependent management

Certifications

Certified Treasury Professional (CTP)