Treasury Management Sales Advisor
Job Summary
To drive business growth, the full-time remote Treasury Management Sales Advisor III will develop new Treasury Management business, expand existing relationships, and deliver tailored services to clients while collaborating with sales partners and Relationship Managers.
Key responsibilities
- Manage the Treasury Management sales cycle, including business development, prospect qualification, and customer retention
- Prospect for new clients and maintain a pipeline of potential targets, focusing on complex treasury management needs
- Provide consultative expertise and training on Treasury Management products and services to both internal and external audiences
Required qualifications
- 4+ years of experience in Finance or a related field
- Bachelor's degree or equivalent experience
- Intermediate knowledge of banking operations and commercial banking products
- Understanding of regulatory compliance obligations and industry standards
- Willingness to travel occasionally
Complete Job Description
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