Treasury Management Sales Advisor II
4 weeks ago
Live here. Play here. Bank here. Work here.
If you're looking to build your career at a forward-thinking organization with deep community roots and a vision for growth, success, and giving back, you've come to the right place.
Position Summary:
The Treasury Management Sales Advisor II generates treasury management/cash management fee income and deposits from new and prospective business and government banking customers. As part of the bank's commercial banking division, this position requires working closely with commercial and other bank partners to deliver a comprehensive suite of Treasury Management and Deposit solutions.
Essential Duties and Responsibilities:
- Develop and implement market sales strategy and plans to achieve goals that include new sales, cross-sell and retention goals.
- Develop and implement profitable Treasury Management deposit and fee income for assigned market.
- Call and manage client portfolio to identify growth potential through cross-sell of treasury and other bank products.
- Cultivate and call on referrals from bank partners jointly and independently.
- Make product and services presentations; prepare documentation relating to treasury management services and coordinate implementation of new product and services with the Treasury Management Support team.
- Identify and manage Requests for Proposals (RFPs). Analyze the profitability of new business opportunities and propose product pricing and structuring for customer proposals, ensuring information provided is accurate and comprehensive.
- Provide timely and accurate CRM reporting of required sales and business development.
- Maintain current and comprehensive knowledge of Treasury Management products, services, industry trends, competitive environment and service issues.
- Maintain and develop a network of professional contacts and Centers of Influence.
- Participate and represent Camden National Bank in various community functions and projects to promote the Bank and further develop new business opportunities.
Basic Qualifications:
- Bachelor's degree, preferably in Finance, Business or Economics.
- 5+ years of banking experience in Treasury/Cash Management with thorough knowledge of treasury management products and solutions
- A strong understanding of bank financing
- Experience managing a portfolio of customers requiring more complex treasury management needs and solutions
- Experience managing sales process from initial contact through proposal and implementation
- Proven track record in customer development and retention
Preferred Qualifications:
- MBA
- CTP
Skills and Abilities:
- Demonstrate superior professionalism and presence, with the ability to work with all levels of senior management.
- Demonstrated sales skills with a history of proven results.
- Ability to lead and influence multiple audiences, within and outside the organization.
- Superior ability to cultivate and foster relationships with internal and external clients.
- Ability to achieve goals while working independently
- Strong written, verbal and presentation skills
- Strategic planning to generate ideas and execute development of new business.
- Excellent selling and negotiation skills
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