Escrow Sales Manager
About The Position
Escrow Sales Manager The Escrow Sales Associate will work closely with and support the Escrow Sales Manager to drive and develop Escrow Deposit Services in Business Banking. This position works closely with customers, Business Bankers, Virtual Business Bankers, Treasury Management officers and Sales Support to train and develop Escrow skills, resolve any issues associated with Escrow Deposit Services and deliver and close Escrow presentations. This position will also provide product expertise and features to support client solution structuring and feature identification based on client’s needs. Know market trends, competitive products, and be able to identify compliance issues. Responsibilities: Deliver Escrow results through delivering the Escrow presentation / demo to clients directly, training, client problem solving, and advancing innovation through our digital programs. Introduced the Escrow products throughout our footprint to business bankers and TMSOs utilizing Live Meeting, seminars, and individual training. Provide expertise in all Escrow related matters including bringing opportunities to a close, provide account structuring ideas, and provide a holistic view to questions and issues. Be able to present alternative solutions to satisfy client’s needs through multi-product offerings. Drive new to bank client relationships as well as deepen existing relationships leveraging an effective sales process and strategic prospecting. Adept at targeting and sourcing high-potential leads, while identifying and targeting deposit-rich industries, and providing tailored financial money movement solutions to execute seamless escrow operations and maximize transactional value. Increase engagement with partner teams to build advocacy and heighten our reputation as a team of well-managed, collaborative and passionate associates. Work with and support partners in order to create great unity and achieve solutions among the teams.
Requirements
- At least 3 years of Financial Services experience
Nice To Haves
- Business Banking experience with a focus on deposits
- Understanding of the escrow lifecycle and transaction closing processes
- 1+ year of client facing sales experience
- Bachelor’s Degree or military experience
Responsibilities
- Deliver Escrow results through delivering the Escrow presentation / demo to clients directly, training, client problem solving, and advancing innovation through our digital programs.
- Introduced the Escrow products throughout our footprint to business bankers and TMSOs utilizing Live Meeting, seminars, and individual training.
- Provide expertise in all Escrow related matters including bringing opportunities to a close, provide account structuring ideas, and provide a holistic view to questions and issues.
- Be able to present alternative solutions to satisfy client’s needs through multi-product offerings.
- Drive new to bank client relationships as well as deepen existing relationships leveraging an effective sales process and strategic prospecting.
- Adept at targeting and sourcing high-potential leads, while identifying and targeting deposit-rich industries, and providing tailored financial money movement solutions to execute seamless escrow operations and maximize transactional value.
- Increase engagement with partner teams to build advocacy and heighten our reputation as a team of well-managed, collaborative and passionate associates.
- Work with and support partners in order to create great unity and achieve solutions among the teams.
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What This Job Offers
Job Type
Full-time
Career Level
Manager
Number of Employees
5,001-10,000 employees
