GTMS Tele Advisor

Bank of Hope•Los Angeles, CA

3d•Onsite

About The Position

Contact potential or existing customers to inform them about a GTMS product or service. Answer questions about products or the Bank. Prefill and coordinate all aspects of the GTMS documentation and coordinate customer hand-off with implementation team. Build collaborative relationships with Branch Managers, Relationship Managers, and internal partners. Document all facets of client engagement through CRM, keeping pipeline of prospects and client deals updated. Link all activity to assigned deal team for executive awareness. Participate in pipeline and partner meetings.

Requirements

Bachelor’s Degree (preferably in Finance, Business or Economics).
2+ years experience in commercial banking with a strong understanding of treasury management solutions.
Must be able to work independently, a motivated self-starter with a disciplined approach to business development.
Proficient in Excel, Word, PowerPoint, and Outlook.
Strong ability to effectively communicate (oral and written) within multiple levels of the organization.
Strong problem-solving skills with the ability to identify root cause and drive a resolution.
Quickly escalates to ensure follow through and closure of issue.

Responsibilities

Contact potential or existing customers to inform them about a GTMS product or service.
Answer questions about products or the Bank.
Prefill and coordinate all aspects of the GTMS documentation and coordinate customer hand-off with implementation team.
Build collaborative relationships with Branch Managers, Relationship Managers, and internal partners.
Document all facets of client engagement through CRM, keeping pipeline of prospects and client deals updated.
Link all activity to assigned deal team for executive awareness.
Participate in pipeline and partner meetings.
Adhere to policies and procedures plus industry and regulatory compliance.