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. Works with larger, more sophisticated business clients with complex payments needs and represents the department on division and cross-functional committees. Works closely with Relationship Managers, Unit Managers, and clients at the executive level. Serves as a subject matter expert on product benefits and services across various industries and lines of business, and is relied upon by management to set an example and mentor other Commercial Payments Consultants. The position participates in developing, expanding, and maintaining 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 Treasury Management product and supported-business-unit expert.
Requirements
- Bachelor’s degree and 5 years of Commercial Payment Sales experience or comparable banking experience; alternatively, 4 years of relevant work experience in lieu of a degree.
Nice To Haves
- Certified Treasury Professional (CTP) preferred.
Responsibilities
- Meet with existing business clients to expand relationships and ensure proper servicing; manage complex business relationships within an 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 to 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 with sales strategies and departmental goals.
- Participate in developing strategic business plans and sales campaigns for target clients and prospects.
- Train and mentor less-experienced sales representatives.
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
