Job Abstract

Responsibilities include but are not limited to: Use Consultative Selling techniques with clients - prospects in determining what product sets and features best suit the client/prospect requirements. Analysis of account activity and balances for proposals, generate proposal, present to client/prospect and close sale. Obtain the required service agreements for requested product sets and account documentation. Manage the implementation process along with Cash Management/ Treasury Solutions Operati... more details
  • Use Consultative Selling techniques with clients - prospects in determining what product sets and features best suit the client/prospect requirements.
  • Analysis of account activity and balances for proposals, generate proposal, present to client/prospect and close sale.
  • Obtain the required service agreements for requested product sets and account documentation.
  • Manage the implementation process along with Cash Management/Treasury Solutions Operations.
  • Manage overall client satisfaction with regards to Cash Management/Treasury Solutions product/services.
  • Support the Retail Bank's efforts in analyzing deposit relationships with both existing and prospective relationships.
    • Attend assigned District Sales Manager meetings on at least a monthly basis.
    • Follow-up on all Sales calls.
    • Work with Territory Sales Managers, District Sales Managers and Commercial Lenders in identifying cash management/treasury solutions opportunities with both existing client base and prospect client base.
  • Support the Commercial Bank's efforts in analyzing deposit relationships with both existing and prospective relationship.
    • Attend assigned Commercial Bank Team's monthly meetings.
    • Follow-up on all Sales calls.
  • Responsible for a defined number of Retail Bank Sales Districts and Commercial Bank Sales Territories, which might differ from each other.
  • Create monthly sales reports reflecting pipeline of sales activities, new product sets sold, and lost business.
Required Skills:
  • Good verbal and written communication skills.
  • Must have the skill to review and analyze bank statements and apply the results to specific product sets.
  • Proficient knowledge of Excel - PowerPoint for proposal generation.
  • Superior sales and service abilities.
Required Experience:
  • High School Diploma or GED and a minimum of two (2) years of Cash Management or related sales experience.
  • Valid Driver's License.
  • Bachelor's Degree preferred.
  • General banking knowledge preferred.
  • AAFP certification preferred.
Search Terms: Solutions, Officer, Treasury, Sales Manager, Sales
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