Treasury Management Advisor

GBank•Las Vegas, NV

About The Position

The Treasury Management Advisor is responsible for sales and revenue growth through promoting and selling the bank’s Treasury Management products and services. The role builds relationships with new and existing clients, identifies cross-selling and upselling opportunities, and supports customer satisfaction. The Advisor collaborates with the Treasury Management department and other departments to improve product offerings and the customer experience. This position does not supervise employees.

Requirements

Associate degree or equivalent; or four years of related experience and/or training; or an equivalent combination of education and experience.
Related work experience should consist of sales experience; banking or financial services experience is preferred.
Education or training should be related to business or the financial industry.
Proven track record of achieving sales targets and growing client relationships.
Strong sales acumen and excellent communication and negotiation skills.
Ability to multitask and maintain a high level of attention to detail.
Comfort working in a fast-paced environment, handling client inquiries, and making decisions aligned with the bank’s objectives.
Excellent computer skills, including proficiency with CRM software, Microsoft Excel, and Microsoft Word.
Ability to accommodate reading documents or instruments, detailed work, problem solving, customer contact, reasoning, math, language, presentations, verbal and written communication, analytical reasoning, stress, multiple concurrent tasks, and constant interruptions.
Ability to sit for extended periods and operate a computer and telephone.
Ability to write, type, speak, listen, lift up to 50 pounds, drive, carry, see (including close, color and peripheral vision, depth perception, and adjusted focus), sit, pull, walk, stand, squat, kneel, and reach. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

Nice To Haves

Strong knowledge of bank Treasury Management products and services is preferred.
Experience in banking or financial services is preferred.

Responsibilities

Uphold the Bank’s Core Values: Integrity, Respect, Positive Attitude, Empowerment, Accountability, and Excellence.
Promote superior customer service through personal example and appropriate follow-up with customers and employees; participate in periodic staff meetings and presentations on customer service.
Drive sales of Treasury Management products, including Retail and Business Online Banking, ACH, wires, Remote Deposit Capture, Positive Pay, and Merchant Card Services.
Identify and cultivate relationships with key decision-makers at client companies.
Conduct sales presentations, product demonstrations, and client training sessions.
Serve as a primary contact for clients regarding Treasury Management services, address their needs and concerns, and refer them to appropriate bank colleagues and departments when necessary.
Identify opportunities to cross-sell additional banking products and services.
Provide ongoing support and follow-up to maintain high levels of client satisfaction.
Monitor market trends and competitor activity to identify sales opportunities.
Analyze client portfolios and transaction data to develop targeted sales initiatives.
Provide management with feedback to improve existing products and develop new offerings.
Collaborate with Operations and Production teams to support seamless service delivery and an optimal customer experience.
Participate in Treasury Management meetings and contribute to sales materials and campaigns.
Maintain detailed records of client interactions, sales activities, and pipeline progress.
Keep current on industry trends, product knowledge, and best practices through continuous learning and professional development.
Participate in special projects and initiatives supporting the bank’s sales objectives, and perform other duties as assigned.