Inside Sales Associate
Local Splash - Local SEO Company
Manager, Inside Sales
Webster Bank
full-time
Posted on:
Location Type: Remote
Location: Remote • New York • 🇺🇸 United States
Visit company websiteSalary
💰 $100,000 - $120,000 per year
Job Level
Mid-LevelSenior
About the role
- Engage with our non-covered Treasury Management clients to understand their needs and recommend appropriate treasury management solutions.
- Work alongside seasoned Treasury Management Consultants to allow them to focus on larger relationships
- Serve as a trusted advisor to clients by providing expert guidance on treasury products and services.
- Support the end-to-end sales process, including preparing proposals, pricing, and presentations tailored to client needs.
- Collaborate with the implementation team to ensure timely and accurate onboarding of treasury solutions.
- Partner with internal teams, including operations and product management, to streamline processes and enhance client experience.
- Maintain and update client records, sales pipelines, and activity reports to support sales initiatives and performance tracking.
- Stay informed of industry trends, regulatory changes, and emerging technologies to provide clients with innovative and compliant solutions.
Requirements
- Bachelor’s degree or equivalent combination of training and experience
- At least 5 - 7 years of financial services experience
- At least 5 - 7 years of treasury management experience in one of the following capacities (sales, implementation, service, or product)
- Advanced knowledge and understanding of Treasury Management Services and deposit products
- Certified Treasury Professional (CTP) or equivalent desired
- Strong communication, analytical, and problem-solving skills; ability to manage multiple clients and priorities effectively
- Ability to work in a fast-paced environment and handle multiple priorities
Benefits
- Incentive compensation
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard skills
Treasury Management Servicesdeposit productssales processproposal preparationpricingclient onboardingperformance tracking
Soft skills
communicationanalytical skillsproblem-solvingclient managementprioritizationcollaboration
Certifications
Certified Treasury Professional (CTP)
