Treasury Management Sales Consultant - Asset Managers

U.S. BankCharlotte, NC
$148,495 - $174,700

About The Position

This position is responsible for managing a regional territory of to develop new and existing Treasury Management business with an asset management industry focus. This person provides consultative advice on current cash flow practices in order to develop treasury management business. Manages relationships with existing customers to ensure proper servicing of accounts and to expand existing business. Prepares sales presentations, explains services offered, and recommends solutions which would benefit clients. Identifies opportunities to sell other U.S. Bancorp products and services to meet customer needs. Assists management in developing a market strategy and in setting sales objectives. Responsible for meeting or exceeding all assigned sales and revenue retention goals. Assists in the design and oversees the proper installation of treasury management services. Assists management in the development of new services or the modification of existing services.

Requirements

  • Bachelor's degree, or equivalent work experience
  • 10 or more years of related experience

Nice To Haves

  • Extensive knowledge of treasury management products within the insurance space
  • Thorough knowledge of the organization and its products, services and operations
  • Strong sales and new business development skills
  • Excellent customer service/relations skills
  • Excellent presentation, verbal and written communication skills

Responsibilities

  • Managing a regional territory to develop new and existing Treasury Management business with an asset management industry focus.
  • Providing consultative advice on current cash flow practices to develop treasury management business.
  • Managing relationships with existing customers to ensure proper servicing of accounts and to expand existing business.
  • Preparing sales presentations, explaining services offered, and recommending solutions that benefit clients.
  • Identifying opportunities to sell other U.S. Bancorp products and services to meet customer needs.
  • Assisting management in developing a market strategy and setting sales objectives.
  • Meeting or exceeding all assigned sales and revenue retention goals.
  • Assisting in the design and overseeing the proper installation of treasury management services.
  • Assisting management in the development of new services or the modification of existing services.

Benefits

  • Healthcare (medical, dental, vision)
  • Basic term and optional term life insurance
  • Short-term and long-term disability
  • Pregnancy disability and parental leave
  • 401(k) and employer-funded retirement plan
  • Paid vacation (from two to five weeks depending on salary grade and tenure)
  • Up to 11 paid holiday opportunities
  • Adoption assistance
  • Sick and Safe Leave accruals of one hour for every 30 worked, up to 80 hours per calendar year unless otherwise provided by law
  • Incentive and recognition programs
  • Equity stock purchase
  • Pension (all benefits are subject to eligibility requirements)
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