Treasury Management Sales Consultant

CB&S Bank•Birmingham, AL

14h

About The Position

The Treasury Management Sales Consultant I (TMC) develops new Treasury Management (TM) business relationships with prospects and expands TM relationships with existing clients. The role uses a professional, client-centric, consultative approach to deliver an exceptional client experience. The TMC partners with Bankers and other sources, or works independently, to develop and close sales opportunities; promotes the Bank and TM in the local community; and provides leadership, training, and support to less-experienced Bank personnel as needed. The role also fosters an open, inclusive, team-oriented environment with Bank partners and plans time and activities to achieve goals and objectives. The TMC develops and follows a systematic, goal-oriented sales process; identifies and pursues business opportunities; consults with clients and prospects about their Treasury Management needs; recommends solutions; prepares and presents proposals; and supports implementation and onboarding. The role maintains client relationships through follow-up and annual reviews, and stays current with trends and issues in the Treasury Management community. The position requires a minimum of five years of experience in Treasury Management, Banking, Sales, or another commercial-client-facing role. A bachelor's degree is preferred. The TMC must be willing to travel, including occasional overnight stays.

Requirements

Minimum five years of experience in Treasury Management, Banking, Sales, or another commercial-client-facing role.
Proficiency with Microsoft Outlook, Word, Excel, and PowerPoint.
Knowledge of Treasury Management products and services, bank operations, and basic accounting.
Ability to solve client problems by developing comprehensive solutions of varying complexity.
Ability to work under pressure, manage numerous projects, and meet deadlines.
Strong personal leadership and organizational skills, with excellent verbal and written communication skills.
Knowledge of the financial sector and economic environment.
Ability to communicate complex issues orally and in writing.
Ability to analyze and summarize complex financial information, present it, communicate its contents, and recommend appropriate courses of action.
Self-motivated, goal-driven, team-oriented, personable, and willing to take initiative and solve problems.
Willingness to travel, including occasional overnight stays.

Nice To Haves

Bachelor's degree (preferred).

Responsibilities

Develop and follow a systematic, goal-oriented sales process that identifies opportunities, tracks progress, records activity, and projects revenue.
Use CRM 360 and other systems and tools to support goal achievement.
Attend sales, board, team, and similar meetings to promote Treasury Management and uncover business opportunities.
Coordinate with Market Leaders on participation in local Bank-sponsored events.
Work with Market Leaders and Bankers, and provide training as needed, to facilitate business development and client retention.
Analyze the existing client database to identify cross-sell and relationship-expansion opportunities.
Call on clients and prospects jointly with Bankers or independently, as appropriate.
Consult with clients and prospects about Treasury Management needs and recommend appropriate solutions.
Analyze existing service and pricing structures, identify opportunities, and prepare and present Treasury Management proposals.
Conduct product demonstrations individually or as part of a coordinated presentation.
Prepare required service-implementation documentation, obtain client agreement, and deliver executed documentation to Treasury Management Specialists for implementation and onboarding.
Follow up with clients after implementation to confirm services and pricing match the original agreement.
Conduct annual client reviews to assess needs, verify service structure, confirm user permissions and limits, and identify possible enhancements.
Foster an open, inclusive, team-oriented working environment with Bank partners.
Conduct oneself professionally and responsibly, with limited personal supervision.
Stay current with trends and issues in the Treasury Management community.
Participate in special projects and perform other duties assigned by the supervisor.
Achieve monthly and annual performance goals, including revenue and calling goals.
Perform responsibilities in a timely, accurate, and thorough manner; communicate professionally, responsively, clearly, and respectfully; maintain confidentiality; adhere to Bank standards of integrity, conduct, policies, and procedures; and prioritize client satisfaction.