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Job Description:
Office Location:
Abilene, Texas, United States
SCOPE:This position leads the Treasury Management sales effort in assigned territory and across organizational lines as necessary and serve in a team leader role as necessary.
ESSENTIAL FUNCTIONS: - Manage all elements of the sales cycle including the business development, prospect qualification, needs analysis and close of sale.
- Annual reviews performed for all high value clients to ensure pricing and proper products meet the client need.
- Call independently of with Relationship Manager on all prospects/customers.
- Design Treasury Management systems for prospect/customers and provide consultative expertise for the treasury management function.
- Prepare and present comprehensive sales proposal/presentations to prospect /customers.
- Provide industry training to relationship managers and customers in assigned territory/ markets.
- Review quarterly Treasury Management product sales and pipeline reports.
- Ensure customer problems and issues are addressed in a quick and efficient manner.
- Actively participate in the Customer Service First sales and service culture, support the values of the organization, and follow established Bank policies and procedures.
MINIMUM QUALIFICATIONS: - Bachelor's degree or equivalent professional experience
- A minimum of 5 years Treasury Management experience, including a clear track record of meeting aggressive sales goals and demonstrated knowledge of treasury management products and services.
- Proficiency with word processing, spreadsheet and presentation software required.
- CTP Required.
- Important in this position are strong interpersonal skills with the ability to communicate with our customers and provide outstanding customer support along with reliability, initiative, flexibility, confidentiality, accuracy and courtesy
The above statements reflect the general details considered necessary to decide the principal functions of the job identified and shall not be construed as a detailed description of all work requirements that may be inherent in the job.
