Summary:

Develop new business and provide support to bank prospects and clients. Make calls with RM's and business banking officers to identify client needs and recommend solutions.  Develop referral sources for leads to new business.  Cross-sell Treasury Management and other Enterprise products/services to existing clients in a consultative fashion. 

Essential Duties and Responsibilities:

• Develop new deposit business and drive treasury fee income for the bank through contacts, professional groups and networking.  
• Work with Relationship Managers to bring in new business through team-based calling.  Develop and present written treasury proposals.
• Identify products and solutions, present these solutions and cross-sell whenever necessary. 
• Conduct periodic reviews with all top treasury management clients.
• Perform training for new and existing customers.
• Accepts and completes projects and other miscellaneous duties as assigned.
• Manage and service a portfolio of commercial clients.
• Attend networking events, regional meetings, board meetings, etc. as needed. 

Qualifications:

• Detailed knowledge of Treasury Management products and services.
• Ability to build relationships with prospects, clients and internal associates.
• Excellent verbal and written communication skills.
• Strong analytical skills.
• Ability to multitask while following through the sales cycle from proposal to implementation.

Supervisory Responsibilities:

• None

Education and/or Experience:

• Bachelor’s degree from four-year college or university; seven plus years of treasury management sales or related experience.

Computer and Software Skills:

• Microsoft Word, Excel and PowerPoint
• Bankway
• Salesforce
• Google Mail

Certificates, Licenses and Registrations:

• CTP preferred