As a Treasury Solutions Sales Consultant, the primary responsibility of this role is to deliver treasury management product sales and support, focused on consultative cash management advice to enhance client relationships through use of Treasury Solutions products and services. Responsible for developing, growing, and managing treasury management relationships and identifying cross-sales opportunities with banking clients and prospects. Additionally, serve on teams to develop, test, and implement additional products and services, implementation guidelines, servicing guidelines, product collateral material, and sales processes.
Functional Area of Focus:
Treasury Solutions sales and support
Special projects and other duties as assigned
Treasury Product Sales (50%)
Client Servicing (35%)
Product Knowledge and Management (15%)
Excellent sales, communication, presentation, customer service, and problem-solving skills required. Strong analytical and negotiating skills also required. Demonstrated organizational skills and detail-orientation is required. Should demonstrate a reasonable proficiency in computer applications to include MS Office.
Demonstrated ability to develop and cultivate strong working relationships. Must be able to provide consultative advice and be seen as a subject matter expert. Ability to work under tight deadlines with competing priorities. Able to communicate effectively with people at all levels and effectively communicate information clearly through all media channels.
Associate degree required.
Bachelor’s degree in Finance, Business, or Accounting strongly preferred.
Professional designation in treasury management, such as CTP and/or AAP strongly preferred.
A combination of education and experience will be considered.
Required 25-50% of the time around Williamsburg, Hampton Roads, and Fredericksburg/Northern Neck markets for client, prospect, and internal meetings for business development purposes. Travel to and from Operations Center located in Toano, Virginia will be required on occasion.