The Treasury Management Specialist provides comprehensive sales support and sales analysis for the Treasury Management Sales Advisor. This role is responsible for compiling data for Sales Advisors, creating RFPs, proposals, and pro-forma pricing analyses. The specialist will also handle client sales needs when an advisor is unavailable, conduct direct sales via telephone, and participate in joint and individual calls with advisors and/or RM/BB partners. The position is responsible for contributing to team revenue goals, identifying and executing cross-sales within an existing Treasury Management portfolio, and may have direct responsibility for a portion of an Advisor’s portfolio. Additionally, the role involves coaching, counseling, and mentoring other Sales Specialists. Other duties may be assigned as needed.
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Job Type
Full-time
Career Level
Mid Level