Treasury Management Sales Consultant

CB&S Bank•Mountain Brook, AL

17h

About The Position

The Treasury Management Sales Consultant I develops new Treasury Management business relationships with prospective clients and expands relationships with existing clients. The consultant works professionally and consultatively to deliver an exceptional client experience, partnering with Bankers and other sources or working independently to develop and close sales opportunities. The role promotes the Bank and its Treasury Management services in the local community, supports and trains less-experienced Bank personnel as needed, and works collaboratively with Bank partners to meet goals and objectives. The consultant identifies and tracks sales opportunities, analyzes client relationships, consults on Treasury Management needs, recommends solutions, and prepares and presents proposals. The role also supports service implementation and onboarding, follows up to confirm services and pricing, and conducts annual client reviews. Success includes meeting performance goals, maintaining professional and responsive communications, protecting confidentiality, following Bank policies, and prioritizing client satisfaction.

Requirements

At least 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 multiple 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 and communicate it, 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, including identifying opportunities, tracking progress, recording activity, and projecting revenue using CRM 360 and other systems and tools.
Attend sales, board, team, and similar meetings to promote Treasury Management and identify business opportunities; coordinate participation in local Bank-sponsored events with Market Leaders.
Work with Market Leaders and Bankers, providing training as needed, to support business development and client retention.
Analyze the existing client database to identify cross-selling 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 and obtain client agreement.
Deliver completed, executed documentation to Treasury Management Specialists for implementation and onboarding.
Follow up after implementation to confirm services and pricing match the client agreement.
Conduct annual client reviews to assess new needs, verify service structures and user permissions and limits, and identify potential enhancements.
Promote an open, inclusive, team-oriented working environment with Bank partners.
Stay current with Treasury Management community trends and issues.
Participate in special projects and perform other duties assigned by the supervisor.
Meet monthly and annual performance goals, including revenue and calling goals.
Perform responsibilities accurately, thoroughly, and on time; communicate professionally and respectfully; maintain confidentiality and adhere to Bank conduct standards and policies.