Treasury Management Consultant
About The Position
The Treasury Management Consultant supports an assigned region and contributes to the expansion of the Bank’s business and commercial relationships. The role is responsible for acquiring and growing Treasury Management sales and related revenue, as well as increasing deposits from Treasury Management relationships. The Consultant advises the Bank on Treasury Management products, pricing, and sales approaches; supports Relationship Management teams in analyzing and developing proposals; and works with customers and prospects to identify needs, present solutions, and grow business. The position collaborates with Relationship Management teams on pipelines, sales calls, client meetings, and annual reviews. It also provides product training, recommends product and process improvements based on client and prospect needs, and helps identify and mitigate risks associated with Treasury Management products. The role has no supervisory responsibilities.
Requirements
- Five or more years of banking-related sales experience.
- Experience supporting customer service activities, business development initiatives, risk management, and compliance requirements.
- Strong sales aptitude and a proven track record of success.
- Strong relationship management and business development or sales skills, including the ability to work effectively across the company to generate, manage, and grow Treasury Management customer relationships.
- Expert-level knowledge of deposit products and Treasury Management products and services.
- Solid knowledge of commercial credit and credit quality, and broad knowledge of bank products and services.
- Excellent presentation, verbal, and written communication skills.
- Strong analytical and problem-solving skills, including the ability to interpret information and develop conclusions and recommendations.
- Ability to stay current on Treasury Management system functionality, product knowledge, industry trends, and competitor offerings.
- Proven success acquiring new Treasury Management business and growing Treasury Management relationships, revenue, and deposits.
- Ability to foster collaboration and build relationships across departments.
- Advanced interpersonal, tactical, account management, strategic selling, and oral presentation skills.
- Strong understanding of value propositions for treasury service applications within corporate treasury functions.
- Excellent computer skills, specifically Microsoft Office.
Nice To Haves
- Treasury Management sales and business development experience.
- Bachelor’s degree or an equivalent combination of education and experience.
- Advanced training in Microsoft Excel and PowerPoint.
Responsibilities
- Serve as a Treasury Management advisor within the Bank, providing education on products, pricing, and sales approaches.
- Assist Relationship Management teams with Treasury Management relationship pricing, analysis pro formas, and proposal completion.
- Coordinate customer and prospect sales calls to expand business relationships.
- Meet regularly with Relationship Management teams to discuss pipelines and approaches for prospect and client meetings.
- Prepare Treasury Management and deposit annual review presentations for Relationship Management clients and attend annual reviews and ongoing meetings to expand business.
- Plan and manage tasks and meeting schedules to effectively support Treasury Management clients and business units.
- Prepare and present sales proposals, analysis pro formas, and presentations to customers, and participate in or lead product training for various audiences.
- Identify Treasury Management and related deposit product or process improvements and solutions by communicating client and prospect needs.
- Review and analyze clients’ Treasury Management needs and conduct product demonstrations as needed.
- Understand potential risks associated with Treasury Management products and work with appropriate departments to identify and mitigate risks.
- Comply with Bank policies and procedures, including those related to BSA/AML.
- Perform other duties as assigned.
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
