Treasury Management Sales Specialist

IDBNY•New York, NY

1d•$130,000 - $150,000•Hybrid

About The Position

The Treasury Management Specialist is the product subject matter expert driving Treasury Management sales and client acquisition activities for the full suite of Treasury Management Products (Deposits, Liquidity, Payments, Receivables, Card, Merchant Services, Escrow sub-acctg, Fraud Prevention, and other products as assigned). Working closely with both the front and back offices, will drive the launch and sales activities of new treasury management and payments products and services for the bank, working with the Commercial Banking and Private Banking teams, leveraging industry best practices and company programs for sales strategy and process. This employee also works closely with supporting staff (Operations, Customer Service, Implementations, etc.) to help manage expectations to maximize client satisfaction, efficiency, and profitability for corporate clients in the region. Reporting directly to the Treasury Management National Sales Manager, this employee will primarily support the New York region.

Requirements

Minimum 5-7 years’ experience in treasury management sales.
A detailed knowledge of banking, treasury/cash management products and services, and the Bank’s customers and prospects.
Experience selling treasury management products and services and banking/product knowledge.
Highly motivated and change agent to drive sales
Organized and ability to support multiple areas across the Bank

Nice To Haves

Additional languages spoken: Hebrew, Spanish and Portuguese (a plus)

Responsibilities

Work with the Treasury Management Product Management team in supporting / developing the product roadmap for treasury management products and services, incorporating assessment of the competitive landscape in the region, technology plan, client needs and corporate strategic plan.
By providing market feedback, assist in defining business requirements for new treasury management products and services, required enhancements and other incremental features and functions. Build and manage go-to-market and sales strategy, under the guidance and management of the Treasury Management National Sales Manager.
Manage and perform related sales functions as determined, including prospecting, prospect evaluation, and opportunity analysis, supporting all regions of the Bank, but primarily focusing on the New York region. Assist with development of sales and marketing materials for treasury management products.