Senior Treasury Solutions Sales Specialist

Less than 5 years experience  •  Financial Services

Salary depends on experience
Posted on 08/09/17
Less than 5 years experience
Financial Services
Salary depends on experience
Posted on 08/09/17

Senior Treasury Solutions Sales Specialist


•Senior Sales Specialist designs Treasury Management solutions for new and existing clients in their assigned Commercial & Specialty Markets group.  He/she is responsible for generating fee and margin revenue, new investment balances and new DDA balances, as well as mentoring junior members on the team.

 •Partner with Relationship Managers to identify new prospects and calling plans. Act as Trusted Advisor to clients; understand their needs and design treasury solutions to meet these needs. Maintain strong pipeline to ensure sales goals will be achieved. 

•Provide updates to Relationship Managers on product enhancements, projects, and issues effectively delegate tasks to Sales Associate, Implementation Manager, and Client Services to make sure focus is on sales activities. Utilize Technical Advisory Sales as needed for more complex solutions. 

•Maximize customer opportunity by building total relationship and cross-sell to other lines of business. Act as mentor to Sales Associate to build sales bench strength. Provide market feedback to internal business partners


•Minimum 8+ years cash management salesexperience

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

•Experience working with Franchise Finance clients highly preferred.

•Strong communications skills

•Consultative, solutions-based selling

•Demonstrates integrity and honesty

•Demonstrates strong work ethic; self-directed and motivated to achieve results

•Bachelors Degree

Job ID/ Req. Number175845

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