Treasury Solutions Consultant

City Bank•Houston, TX

9d•Onsite

About The Position

The Treasury Solutions Consultant is a sales role responsible for developing marketing plans, customer calling, and selling commercial banking products to Commercial and Middle Market companies. The consultant partners with lenders and other banking personnel to sell Treasury Management services, develop and execute annual sales plans, and manage business relationships with clients. The role uses a consultative sales approach to grow the bank’s Treasury Management business and business service charge portfolio. The position is located in Houston, Texas, and is full-time.

Responsibilities

Partner with lenders and other banking personnel to sell Treasury Management services to clients and prospects and develop and execute annual sales plans for bankers’ portfolios through joint calling, relationship planning, and market events as applicable.
Develop new Treasury Management business by analyzing market research and customer data to identify prospects and cross-sell opportunities.
Prepare and present sales proposals, presentations, and demonstrations to clients, and participate in or lead product training for various audiences.
Consistently complete pre-call and post-call activities as part of the sales process.
Manage all elements of the Treasury Management sales cycle, including business development, prospect qualification, needs analysis, and closing.
Serve as business service charge captain by training, supporting, and targeting growth of business service charges for the bank.
Manage business relationships for all Treasury Management products.
Work with Treasury Solutions Client Support to implement new services and resolve issues.
Identify product improvements and solutions with partners and communicate them to the Sales Leader.
Prepare statement pro formas and sales proposals following detailed needs assessments.
Maintain strong consultative relationships with clients, with particular emphasis on key clients, to grow the bank’s business service charge portfolio.
Track pipeline and sales activity and report results monthly.
Complete assigned annual training and maintain up-to-date knowledge of BSA as it relates to the role.
Perform other duties as assigned.