Commercial Payment Sales Consultant II
About The Position
Responsible for developing new business, expanding existing business relationships, and servicing the Bank’s Commercial Payments clients, including high-touch client accounts. The role works with larger, more sophisticated business clients with complex payments needs and represents the department on division and cross-functional committees. It partners closely with Relationship Managers and Unit Managers, as well as executive-level clients. The consultant is a subject matter expert on product benefits and services across various industries and lines of business, and serves as an example and mentor to other Commercial Payments Consultants. The position participates in the development, expansion, and maintenance of the Bank’s Treasury Management business and assists with strategic planning. It works closely with Relationship and line-of-business managers and executive-level clients, and serves as a subject matter and line-of-business expert for the business units supported.
Requirements
- Bachelor’s degree and 5 years of Commercial Payment Sales experience or comparable banking experience; OR, in lieu of a degree, 4 years of relevant work experience.
Nice To Haves
- Certified Treasury Professional (CTP) certification preferred.
Responsibilities
- Meet with existing business clients to expand relationships and ensure proper servicing, managing complex business relationships within the assigned portfolio.
- Manage all phases of the sales process, from referral through implementation.
- Call on prospective business clients to develop new treasury management sales opportunities using a consultative sales approach.
- Analyze clients’ current payments structures and pricing, and develop customized solutions to meet their needs.
- Prepare and present sales presentations and proposals for internal and external audiences, including customized solutions, industry trends, and product features and benefits.
- Partner with Relationship Managers to market Commercial Payments services to clients and prospects.
- Provide consultative training on the Bank’s product offerings and communicate product changes and enhancements.
- Analyze client and prospect pricing structures and make recommendations to Relationship Managers and management.
- Assist the Regional Sales Manager in executing sales strategies and meeting or exceeding departmental goals.
- Participate in developing strategic business plans and sales campaigns for target clients and prospects.
- Train and mentor less-experienced sales representatives.
- Participate in the development, expansion, and maintenance of the Bank’s Treasury Management business and assist with strategic planning.
- Represent the department on division and cross-functional committees.
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
