Treasury Sales Consultant – Specialized Industry, Energy

Responsibilities

• Responsible for consultative sales of Treasury Solutions (TS) products and services to assigned client group
• Executes sales plan and collaborates with internal partners to identify sales opportunities
• Manages a portfolio of clients with TS needs and develops detailed relationship plans
• Provides client working capital services and solutions
• Adheres to policies and proactively escalates issues
• Consults with clients through various communication methods
• Reports on sales efforts and revenue progression

• 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)

• sales experience
• financial products
• treasury products
• working capital solutions
• relationship management

• consultative sales
• collaboration
• communication
• problem-solving

• Certified Treasury Professional (CTP)
• CFA Designation