Treasury Management Solutions Consultant

3 days ago

Richmond, United States BDS Yarmouth & Choate Full time

Treasury Management Solutions Consultant - Financial Services (Bank/Financial Services only)


Opportunity Overview:


Will be fully responsible for identifying prospects and clients with cash management needs and selling appropriate solutions to meet the clients' needs. Serve as integral member of the client management and cash management teams in region and partner extensively with a large number of internal and external clients. This include key internal referral sources Manage and cross sell to a portfolio of existing clients. Primarily responsible for clients with standard to moderately complex cash management needs.



Treasury Management Solutions Consultant - Financial Services (Bank/Financial Services only)


Opportunity Description:


Generate Treasury Management revenue for assigned solution sets within assigned territories. Working closely with peers, identify solutions to support the needs of clients and prospects. Responsible for involvement in sales planning, marketing initiatives, and product development/enhancement deployment. Develops detailed understanding about a clients financial and operational processes, key decision criteria, technology, and the competition in support of delivering powerful proposals and presentations resulting in winning new business.

* Demonstrate proficiency in assigned Treasury Management solutions.

* Develop and execute plan to achieve revenue goal.

* Assist on Treasury Management opportunities including solution development and pricing recommendations.

* Act as liaison between Treasury Management , Product, Operations and IT to define and present the best solution to the client.

* Have detailed understanding of how solutions impact the client's working capital.

* Ability to match client needs with bank solutions and to articulate the solutions to clients.

* Provide business process consultation to clients and prospects to identify opportunities.

* Identify opportunities to broaden product feature/functionality based on market and competitive intelligence.

* Maintain and enhance industry knowledge via conferences, industry periodicals, market segment studies, focus groups, etc.

* Create bank brand awareness through speaking at industry forums.

* Demonstrate all key Treasury Management solutions to clients.

* Maintain standard R.F.P. responses.

* Maintain pipeline to support financial and resource forecasting.

* Identify opportunities in Sales pipeline and manage then through closure.

Qualifications


Treasury Management Solutions Consultant - Financial Services (Bank/Financial Services only)


Qualifications :


* Undergraduate degree or equivalent experience required.

* Six or more years of Treasury Management experience with a focus in Sales and/or Product (Commercial Card) Management required.

* Thorough understanding of how Treasury Management solutions help clients improve working capital.

* Ability to consult with clients to identify opportunities.

* Ability to work with cross-functional teams.

* Excellent oral and written communication skills.

* Proficiency in MS Office tools.

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