Treasury Management Sales Representative
Position Title: Treasury Management Sales Representative 2
Business Unit: Treasury Management
Reports To: Director of Treasury Management
This position is primarily responsible for the sale of Treasury Management services to government and business entities generally for basic or standard services. The incumbent conducts sales activities involving in-person and over the phone solicitation, explaining product features and gaining commitment of client to buying service. The incumbent manages and supports existing clients and meets production and cross sales goals both externally and internally to the Treasury Management area.
Sells standard and basic Treasury Management services to business and government entities.
Conducts sales activities on new prospects and existing clients.
Utilizes the Baker Hill system to record and track sales activities and provides monthly sales performance reporting to sales managers.
Conducts product training and provides regular updates on Treasury Management services to other departments with support from the Director of Treasury Management and Treasury Management Product Specialists.
Determines appropriate level of product pricing including interest rate margins.
Gains concurrence of Director of Treasury Management and then establishes pricing for client relationships.
Manages Treasury Management relationships on standard client relationships.
Works with other Treasury Management team members such as the Director of Treasury Management and Treasury Management Product Specialists to assist in supporting more complex relationships.
Performs other related duties and projects as assigned.
All employees have the responsibility and the accountability to serve as risk managers for their businesses by understanding, reporting, responding to, managing and monitoring the risk they encounter daily as required by F.N.B. Corporation’s risk management program.
F.N.B. Corporation is committed to achieving superior levels of compliance by adhering to regulatory laws and guidelines. Compliance with regulatory laws and company procedures is a required component of all position descriptions.
BA or BS
Minimum Years Experience:
Excellent project management skills
Excellent communication skills, both written and verbal
Excellent customer service skills
Excellent organizational, analytical and interpersonal skills
Ability to use a personal computer and job-related software
MS Word - Basic Level
MS Excel - Intermediate Level
MS PowerPoint - Basic Level
Experience in treasury management or general banking. Knowledge of commercial banking and treasury management.
Special Licenses and Certificates: