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Treasury Management Sales Specialist

2 months ago

Roanoke, Virginia, United States The Ladders Full time
Position Overview

This role is pivotal in delivering comprehensive treasury solutions tailored for commercial and business banking clientele. The primary responsibilities encompass identifying, analyzing, and promoting Treasury Services offerings to both established business clients and potential prospects. In this capacity, the Treasury Management Officer collaborates closely with commercial relationship managers and other line of business leaders to consult on significant opportunities, providing specialized product knowledge essential for crafting optimal solutions for clients.

Key Responsibilities
  • Foster and sustain robust client relationships, emphasizing the development of new business connections that lead to increased service fees and deposits.
  • Evaluate client needs and propose suitable engagement strategies.
  • Drive revenue growth through the development of new business pipelines, active client outreach, portfolio enhancement, and pricing strategies.
  • Establish strong collaborative relationships with key business partners to enhance client penetration and elevate the organization’s share of treasury services.
  • Offer consultative support to clients and internal partners regarding the utilization and sales of Treasury Services products.
  • Deliver relevant training to clients concerning new product implementation and onboarding for new relationships.
  • Continuously enhance knowledge of banking products and internal systems.
  • Provide insights on market trends, product deficiencies, and competitive dynamics.
  • Build collaborative relationships with product, operations, and client service teams to ensure improved client experiences.
Organizational Structure

This position reports directly to the Manager of Treasury Management Services.

Qualifications

Education & Experience
  • A Bachelor's degree is required, or equivalent professional experience.
  • A minimum of 5 years of relevant experience in financial services sales, particularly in Treasury Services or Cash Management.
  • CTP certification is preferred.
Knowledge & Skills
  • Comprehensive understanding of Treasury Services and Cash Management products.
  • Proven ability to effectively sell financial services.
  • Exceptional written, verbal, and interpersonal communication skills, with a knack for identifying and capitalizing on sales opportunities.
  • Strategic thinker with the ability to operate independently.
  • Team-oriented individual capable of thriving in a dynamic environment.
  • Proficient in computer applications, including Outlook, Word, Excel, and PowerPoint.

Salary will be determined based on various factors, including education, experience, and certifications. This position may also qualify for an incentive compensation plan or a discretionary profit-sharing program. Further details regarding our comprehensive benefits package can be found on our website.

We are proud to be an EEO/AA employer, welcoming applications from all qualified individuals.