Treasury Management Sales Analyst
About The Position
This role is a position for an officer with limited sales experience to be able to develop the necessary skills for calling on Treasury Management ("TM") clients for depository and fee-based opportunities in the Bank’s market. This position will have TM production and growth goals, but at a lower expectation level than a more seasoned officer and will also have responsibility to manage an existing portfolio of client relationships with the intent that the associate could take over some portfolio from an existing Treasury Management Officer ("TMO"). In addition, this role is responsible for supporting TMOs in their efforts in identifying, developing, and managing commercial depository relationships. This position will assist TMOs with relationship management and business development efforts, with the principle focus on TM products and services. The primary objective for this position is to grow the necessary experience and knowledge to become a more effective relationship manager for TM clients. Applicants must be authorized to work for any employer in the U.S. We are unable to sponsor or take over sponsorship of an employment Visa at this time.
Requirements
- Minimum of 1 years of sales experience preferred.
- Previous Treasury Management or banking experience preferred.
- Demonstrated history of successful sales experience.
- Professional communication skills, ability to prioritize, and critical thinking skills required.
- Excellent verbal and written communication skills for effective interaction with clients and proposal generation.
- Must have the ability to understand financial analysis and effectively communicate with clients and senior management.
- Must be a self-starter and demonstrate the ability to work independently within a market.
- Requires high energy and strong attention to detail.
- Ability to deal with critical customer issues.
- Must demonstrate the ability to manage and prioritize multiple tasks.
- Ability to recommend practical ways using innovation, good judgment, creativity, and strategic thinking.
Responsibilities
- Support assigned TMOs to execute relationship management strategies to their portfolio of clients.
- Ongoing, superior account relationship management of portfolio of clients.
- Identify opportunities to deepen relationships for both new and existing clients.
- Assist Treasury Management Operations in opening new accounts properly.
- Learn Treasury Management solutions to consult clients on cash management solutions.
- Assist TMOs to prepare proposals for current and new client presentations.
- Responsible for logging sales efforts within tracking system.
- Generate revenue from sales of Treasury Management products and services.
- Devise and implement personal calling strategy to meet call quota and sales goals.
- Complete required TM training.
- Be involved in the community through volunteerism on civic and non-profit boards.
- Learn the credit culture of Republic Bank in order to present appropriate credits for approval.
- Maintain a working knowledge of compliance requirements affecting your position and area of responsibilities and actively learn new regulations and assist in the implementation, if required.
- Model and foster behaviors that support the Bank’s values and corporate culture creating an atmosphere of trust, cooperation, accountability, and dedication to the organization.
- Willingly perform all other duties and projects as assigned.
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
No Education Listed
