Key skills
TypeScriptCommunicationCollaborationSales
About this role
Role Overview
- Responsible for consultative sales of Treasury Solutions (TS) products and services to assigned client group
- Executes sales plan and develops strong partnership with internal partners
- Fosters relationships with bankers and product partners for collaboration
- Independently manages a portfolio of clients with TS needs
- Participates in the development of detailed relationship plans for clients/prospects
- Provides client working capital services and solutions
- Adheres to all applicable policies and procedures
- Consults with clients through various methods of communication
- Responsible for accurate reporting of sales efforts, sales effort progression, and sales revenue
Requirements
- Bachelor's degree or an equivalent combination of education and related work experience
- 5 years of sales experience of financial or treasury products and/or services
- Maintains deep understanding of bank's Working Capital solutions
- Must have or obtain Certified Treasury Professional (CTP) within 12 months of entering position
- 7+ years of sales experience of financial or treasury products and/or services (preferred)
- CFA Designation (preferred)
- Maintains up to date knowledge of Treasury Trends & Best Practices (preferred)
Tech Stack
- TypeScript
Benefits
- Medical insurance
- Dental insurance
- Vision insurance
- Life insurance
- Disability insurance
- Accidental death and dismemberment insurance
- Tax-preferred savings accounts
- 401(k) plan
- Vacation days (minimum 10 days)
- Sick days (minimum 10 days)
- Paid holidays
- Defined benefit pension plan eligibility
- Restricted stock units eligibility
- Deferred compensation plan eligibility