CRB Treasury Mgmt Specialist - Little Rock, AR
About The Position
The Treasury Management Specialist is responsible for the identification and execution of cross-sales across an existing Business Banking Treasury Management portfolio. Duties & Responsibilities: Compiles data for TM Sales Advisors, completed relationship reviews, and pro-forma pricing analyses and handles client's sales needs. May have direct responsibility across a certain portion of an Advisor's portfolio. Direct sales via telephone as well as individual and joint calls with advisors and/or Relationship partners is required. Minimal travel may be required. Responsible for contributing to team revenue goals through identified sales opportunities. Must be able to independently manage workflow and expectations of the role with little oversight. Proactively manage portfolio and all risk related and pricing activities. Responsible for executing and accurately completing special projects, as assigned, by expected deadlines. Performs other duties as assigned.
Requirements
- Bachelor's Degree in Business, Finance or related discipline or the equivalent experience of five (5) years of experience in banking and / or Treasury in lieu of degree.
- 1+ year of Treasury Management experience
Nice To Haves
- Three plus years of Treasury Management Experience
- One plus year of Commercial Banking Experience
- Sales Experience with Proven Record of Exceeding Goal Expectations
- Advanced Knowledge of Microsoft Office
- Working Knowledge of Sales Force software
Responsibilities
- Compiles data for TM Sales Advisors
- Completes relationship reviews
- Pro-forma pricing analyses
- Handles client's sales needs
- Direct sales via telephone as well as individual and joint calls with advisors and/or Relationship partners
- Contributing to team revenue goals through identified sales opportunities
- Independently manage workflow and expectations of the role with little oversight
- Proactively manage portfolio and all risk related and pricing activities
- Executing and accurately completing special projects, as assigned, by expected deadlines
- Performs other duties as assigned
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
