CRB Treasury Management Specialist
About The Position
The Treasury Management Specialist is responsible for the identification and execution of cross-sales across an existing Business Banking Treasury Management portfolio. This role involves compiling data for TM Sales Advisors, completing relationship reviews, and pro-forma pricing analyses, while also handling client sales needs. The specialist may have direct responsibility for a portion of an Advisor's portfolio and is expected to conduct direct sales via telephone, as well as individual and joint calls with advisors and/or Relationship partners. Minimal travel may be required. The position contributes to team revenue goals through identified sales opportunities and requires the ability to independently manage workflow and expectations with little oversight. Proactive portfolio management, including all risk-related and pricing activities, is essential. The role also includes executing and accurately completing special projects by expected deadlines.
Requirements
- Bachelor's Degree in Business, Finance or related discipline or the equivalent experience of five (5) years of experience in banking and / or Treasury in lieu of degree.
- 1+ years of Treasury Management experience
- Must be able to independently manage workflow and expectations of the role with little oversight.
- Applicants must be currently authorized to work in the United States on a full-time basis.
Nice To Haves
- Three plus years of Treasury Management Experience
- One plus year of Commercial Banking Experience
- Sales Experience with Proven Record of Exceeding Goal Expectations
- Advanced Knowledge of Microsoft Office
- Working Knowledge of Sales Force software
Responsibilities
- Compiles data for TM Sales Advisors, completed relationship reviews, and pro-forma pricing analyses and handles client's sales needs.
- May have direct responsibility across a certain portion of an Advisor's portfolio.
- Direct sales via telephone as well as individual and joint calls with advisors and/or Relationship partners is required.
- Responsible for contributing to team revenue goals through identified sales opportunities.
- Must be able to independently manage workflow and expectations of the role with little oversight.
- Proactively manage portfolio and all risk related and pricing activities.
- Responsible for executing and accurately completing special projects, as assigned, by expected deadlines.
- Performs other duties as assigned.
Benefits
- Flexible work arrangement (combining in-office and work from home)
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
