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Tech Stack
Tools & technologiesTypeScript
About the role
Key responsibilities & impact- 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
- Fosters relationships with bankers and product partners
- Independently manages a portfolio of clients with TS needs
- Participates in the development of detailed relationship plans for clients/prospects
- Responsible for providing client working capital services and solutions
- Adheres and follows all applicable policies and procedures
- Ability to consult with a client through various methods of communication
- Responsible for accurate reporting of sales efforts
Requirements
What you’ll need- 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
- 7+ years of sales experience of financial or treasury products and/or services (preferred)
- CFA Designation (preferred)
- Maintains up to date knowledge of Treasury Trends & Best Practices (preferred)
Benefits
Comp & perks- Medical
- Dental
- Vision
- Life insurance
- Disability
- Accidental death and dismemberment
- Tax-preferred savings accounts
- 401k plan
- 10 days of vacation
- 10 sick days
- Paid holidays
- Defined benefit pension plan
- Restricted stock units
- Deferred compensation plan
ATS Keywords
✓ Tailor your resumeApplicant 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 solutionsconsultative salesrelationship managementreporting
Soft Skills
communicationcollaborationpartnership buildingindependence
Certifications
Certified Treasury Professional (CTP)CFA Designation
