Treasury Management Consultant

Burke & Herbert Bank•Alexandria, VA

40d

About The Position

We are building a Community Bank for the modern world and are looking for talented, passionate professionals to join our team. We're looking for a dynamic and growth driven Treasury Management Consultant to contribute to the expansion of our business and commercial relationships. This role be responsible for supporting their assigned region as a Treasury Management Consultant. This includes the acquisition and growth of Treasury Management sales and related revenue as well as deposit growth of Treasury Management relationships.

Requirements

Success in growth of Treasury Management and commercial relationships.
Focus on growth in Treasury Management related revenue and deposits.
Success in meeting and exceeding assigned goals and objectives.
Strong relationship management and business development/sales skills and ability to work effectively with individuals and groups across the company to generate, manage and grow TM customer relationships.
Expert level knowledge of deposit products and TM products and services.
Solid knowledge of commercial credit and credit quality.
Broad knowledge of overall bank products and services.
Excellent presentation, verbal and written communications skills.
Strong analytical and problem-solving skills.
Stay abreast of TM related system functionality as enhancements/releases are deployed and keep up on TM product knowledge, industry trends and competitor offerings.
Proven success in acquiring new Treasury Management business.
Demonstrated ability to foster a collaborative environment within and across the organization as it relates to Treasury Management.
Subject matter expert and working knowledge of TM products, services and systems.
Advanced interpersonal, tactical and account management skills.
Excellent strategic selling and oral presentation skills.
Ability to analyze, evaluate and interpret information to formulate conclusions and recommendations.
Strong understanding of value propositions related to treasury service applications within corporate treasury function.
Strong ongoing collaborative relationship and team building skills across departments.
5+ years of banking related sales experience preferably in TM sales and business development.
Bachelor's degree preferred or an equivalent combination of education and experience.
Support customer service activities, business development initiatives, risk management, and compliance requirements.
Possess a strong sales aptitude with a proven track record of success.
Possess excellent interpersonal and communication skills.
Excellent computer skills, specifically Microsoft Office with advanced training in Microsoft Excel and Power Point preferred.

Responsibilities

Serve as a TM advisor within the Bank to develop and provide education on TM products, pricing, and sales approach.
Assist the Relationship Management team with TM relationship pricing, analysis proforma and proposal completion. Orchestrate customer and prospect sales calls to expand business relationships.
Work closely and meet regularly with RM teams to discuss pipelines and approach for TM prospect and client meetings.
Prepare RM client TM and deposit annual review presentations and attend annual review and ongoing meetings to expand upon TM and deposit business.
Managing and pre-plan tasks and meeting schedule to maintain an effective support of TM clients and business units.
Prepare and present comprehensive sales proposals, analysis proformas and presentations to customers in addition to participating in and leading product training for various audiences.
Identify TM and related deposit product and process improvements and solutions by communicating client and prospect needs.
Review, analyze and understand clients' TM needs and conduct professional demonstrations as needed.
Understand any potential risk associated with any TM product and working with the appropriate departments to ensure all risks are identified and mitigated where necessary.
Complies with all policies and procedures as applied to the Bank's BSA/AML policy.
Perform other duties as assigned.