Treasury Management Specialist Sr

Description Summary

The Treasury Management Specialist Sr is responsible for the identification and execution of cross-sales across an existing Business Banking Treasury Management portfolio.

Duties & Responsibilities:

• Compiles data for TM Sales Advisors, completed relationship reviews, and pro-forma pricing analyses and handles client's sales needs.

• May have direct responsibility across a certain portion of an Advisor's portfolio.

• Direct sales via telephone as well as individual and joint calls with advisors and/or Relationship partners is required. Minimal travel may be required.

• Responsible for contributing to team revenue goals through identified sales opportunities.

• Must be able to independently manage workflow and expectations of the role with little oversight.

• Proactively manage portfolio and all risk related and pricing activities.

• Responsible for executing and accurately completing special projects, as assigned, by expected deadlines.

• Performs other duties as assigned.

• Three or more years banking experience with a focus on treasury management/cash management

• Bachelor’s Degree or the equivalent experience of 4 or more years in banking and/or Treasury Management in lieu of degree

• Three plus years of Treasury Management Experience

• Sales Experience with Proven Record of Exceeding Goal Expectations