Business Banking Treasury Sales Specialist II

Job-:
Advisory & Relationship Management

Location:

NY, United States

Schedule:

Full time, 1stPosted:
Closes:
The Business Banking Treasury Sales Specialist’s primary objective is to deeply understand our clients and their businesses, providing valuable recommendations and strategies that drive efficiencies and best practices, ultimately securing the client’s operating business.

Key Responsibilities:

Expand relationships across all treasury services to maximize client share of wallet.

Attend joint meetings with clients and Relationship Managers (RMs), either in person or via phone, focusing on the $1MM-$50MM sales segment.

Advocate for Cash Management in the local market, supporting and driving its value to both existing and new clients.

Lead the cultivation and maintenance of a robust sales pipeline for treasury solutions.

Proactively identify new opportunities and develop calling plans in partnership with Relationship Managers, effectively evaluating client portfolios.

Deliver the full range of CFG capabilities through organized and effective calling activities.

Maximize customer opportunities by building comprehensive relationships and deepening to other lines of business. Responsible for generating fee and margin revenue, deepening opportunities for other Treasury Solutions products such as Foreign Exchange, Commercial Card, and Merchant Services, and new DDA balances.

Achieve sales goals and participate in business development efforts within the region, as assigned or within the strategic scope with business partners and through self-developed resources.

Act as a Trusted Advisor to clients, understanding their needs and recommending appropriate solutions.

Attend meetings and training sessions as required to continue development and enhance knowledge of cash management products, processes, and technologies.

Partner and align with internal Relationship Managers to ensure the promotion of Treasury Solutions.

Ensure the sales process is followed, including timely updates of pipeline and calling activity within the bank’s CRM system. Independently provide market feedback to internal business partners.

Provide timely updates to RMs on product enhancements, projects, and issues.

Regularly update the CRM system, at least once a week, prior to the weekly forecasting activity.

Monitor the implementation pipeline weekly to ensure opportunities are on track through setup and training, escalating any delays to ensure an exemplary customer experience.

Effectively delegate tasks to Sales Associates, Implementation Managers, and Client Services to maintain focus on sales activities and overall client relationships.

Qualifications:

Bachelor’s Degree preferred or 5 years of direct experience.
5+ years of Cash Management sales experience preferred.

Detailed knowledge of Treasury Solutions Products and an understanding of client needs that drive the usage of these products.

Action oriented and self-accountable to superior results Ability to recognize customer needs, link solutions to those needs, and act on customer readiness to buy.

Meaningful experience with moderately complex portfolios, customers, and transactions. Strong sense of customer service, satisfaction and retention.

Meaningful Community involvement

Ability to gain trust and confidence of others, always putting the client first.

Hours and Work Schedule Hours per Week: 40

Work Schedule:

Monday-Friday, 1 day a week in the office

Pay Transparency The salary range for this position is $145,000 - $180,000 per year, plus an opportunity to earn an annual discretionary bonus. Actual pay is based on various factors including but not limited to the budget, work location, and relevant skills and experience.

We offer competitive pay, comprehensive medical, dental and vision…