Treasury Management Sales Job Description
Treasury management sales
provides domain knowledge in Treasury Management aspects in the context of FIS delivering implementation services for its Corporate and Banking Treasury Management solutions.
Treasury Management Sales Duties & Responsibilities
To write an effective treasury management sales job description, begin by listing detailed duties, responsibilities and expectations. We have included treasury management sales job description templates that you can modify and use.
Sample responsibilities for this position include:
Responsible for providing sales and sales support for Treasury Management products and services
Ensure that team maintains a strong working knowledge of Treasury Management products and services
Will be responsible for follow-up on cross-sales of specific treasury management customers and/or specific treasury management products
Ensuring projects are meeting the needs within Business Banking by providing subject matter expertise
Display a passion to drive business results as both an individual contributor and subject matter expert for Business Banking
Ensures that Commercial, Business Banking and Retail Account Officers and other bank personnel, as appropriate, are aware of the company's treasury management services by assisting in the development of internal training programs
Coordinating with Commercial Banking line partners, completes calls on existing customers and prospects in order to develop new treasury management business
Meets with Commercial Banking line partners to review their accounts and identify prospective customers for cash management services
Assists Commercial Banking line partners in understanding treasury management product risk and ensuring credit policies are applied throughout the sales cycle
Ensures that Commercial Banking line partners and other bank personnel, as appropriate, are aware of the company's treasury management services by developing and conducting internal training programs
Treasury Management Sales Qualifications
Qualifications for a job description may include education, certification, and experience.
Licensing or Certifications for Treasury Management Sales
List any licenses or certifications required by the position: CTP, AAP, PMP
Education for Treasury Management Sales
Typically a job would require a certain level of education.
Employers hiring for the treasury management sales job most commonly would prefer for their future employee to have a relevant degree such as Bachelor's and Collage Degree in Business, Management, Finance, Communication, Education, Religion, Design, Accounting, Marketing, Business/Administration
Skills for Treasury Management Sales
Desired skills for treasury management sales include:
Services and operations
Organization and its products
Treasury management products
Portfolio to successfully analyze decisions made for the client
Especially Word and Excel
MS Office software
Sales principles and practices to effectively market treasury management products and services to customers
Applicable products
Banking
Regulation CC
Desired experience for treasury management sales includes:
Entering information into Deal Manageron an accurate and timely basis to ensure the efficient implementation processof new products and services
Strong ability to identify service gaps affecting the client experience
Ensure 100 percent accuracy when inputting BCRMS billing upon service enrolment and support guidelines established by Product Management endeavouring to minimize revenue leakage
This position requires a strong ability to continually think about how work could be done differently to improve client experience and collaboration with service partners
3 years in Treasury Services Sales or related experience
High school diploma or GED and 4 years in Treasury Services Sales or related experience will also qualify
Treasury Management Sales Examples
1
Treasury Management Sales Job Description
Job Description Example
Our innovative and growing company is looking to fill the role of treasury management sales. To join our growing team, please review the list of responsibilities and qualifications.
Responsibilities for treasury management sales
- Works with Marketing, reviews market research data to build prospect lists within industry types or geographic locations
- Maintains and updates the banks SRM system regarding sales calls, pipelines, closed sales, to enable the generation of monthly activity reports to track sales and revenue growth by market segment
- Will develop, implement and execute market based sales strategies
- Will actively work with market and lines of business leadership to ensure joint strategies are linked/aligned
- Will represent and build treasury management brand internally and externally
- Is responsible to champion client needs and product innovations
- Will be instrumental in leading deal team to solve complex client needs and issues
- Will achieve market/team/individual metrics, customer retention goals and new sales production targets
- Will develop performance plans for sales team
- Will coach and hold teams accountable to performance plans
Qualifications for treasury management sales
- Handles all client inquiries and concerns with care, understanding and professionalism
- A Bachelor’s Degree or Military Experience
- 3 or more years of Treasury Management sales experience
- A Master’s Degree in Finance or a Master's Degree in Business Administration
- Is responsible for the management and reporting of sales pipeline
- 8 years treasury mgmt sales experience
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Treasury Management Sales Job Description
Job Description Example
Our company is growing rapidly and is searching for experienced candidates for the position of treasury management sales. If you are looking for an exciting place to work, please take a look at the list of qualifications below.
Responsibilities for treasury management sales
- Responsible for insuring outstanding customer service by overseeing and motivating support employees
- Perform Account Analysis proforma pricing comparisons and cost/benefit analysis of proposed products
- Assist Treasury Management Consultants in the development of proforma customer proposals and presentation materials
- Support the Middle Market Treasury Management Officers in the sales process and serve as the officer’s primary back-up
- Work jointly with cross-functional deal team
- Support sensitive/escalated customer service and implementation issues
- Responsible for small sales opportunities as needed
- Ability to travel approximately 10% - 20% per month, many times on short notice
- Sales Analysts are responsible to evaluate the applicable risks – strategic, reputational, compliance/regulatory, operational, credit, interest rate, liquidity or price/financial – related to the customer sales deals they are working on or activities they perform in their respective job function
- Primary responsibility is to assist the TM Advisor throughout the sales process
Qualifications for treasury management sales
- Actively participates and hosts, when appropriate, client calls alongside product specialists, Treasury specialists and other partners
- Work with clients to promote additional products and solutions, as appropriate
- Demonstrate full commitment to Service Level Agreements and follow up processes in effect
- 2 years team lead or sales management experience
- Certified Cash Management (CCM)
- Receptive to and incorporates coaching feedback to improve overall sales effectiveness
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Treasury Management Sales Job Description
Job Description Example
Our company is growing rapidly and is looking to fill the role of treasury management sales. Please review the list of responsibilities and qualifications. While this is our ideal list, we will consider candidates that do not necessarily have all of the qualifications, but have sufficient experience and talent.
Responsibilities for treasury management sales
- Creates pricing proposals and provides pricing recommendations when needed
- Assists the TM Advisor in the TM client review process
- Works with TM Advisors to prepare sales presentations – proposal preparation and specific customized materials
- Prepares structure diagrams for sales presentations
- Coordinates product implementation with customers
- Includes creating pre-filled documents, will pro-actively follow-up with customers to answer questions about documents and follow-up to ensure the return of the signed documents
- Internal tracking and follow-up on product implementation requests
- Will be responsible to provide back-up support for the TM Advisory Sales team and other TMSA
- Proactively contacts all new TM customers to establish client satisfaction with TM products and delivery
- Occasionally will assist customers with product orientation and training
Qualifications for treasury management sales
- Knowledge of the private client business and associated products
- Provides support to clients during the implementation process and, on occasion, high level customer service
- Take ownership of escalating Treasury Management client issues to the appropriate partner (Service, Implementation, ) follow up and leverage the appropriate resources to champion results
- Partners with Treasury Management Sales on the implementation of new products and services maintaining and modifying existing services
- At least 3 years of financial services experience or at least 3 years of bank operations experience
- At least 3 years of financial services experience and at least 3 years of bank operations experience
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Treasury Management Sales Job Description
Job Description Example
Our company is growing rapidly and is looking to fill the role of treasury management sales. Thank you in advance for taking a look at the list of responsibilities and qualifications. We look forward to reviewing your resume.
Responsibilities for treasury management sales
- Makes regular calls on Customers and prospects in order to generate high quality Treasury Management and deposit business to achieve or exceed specific production goals
- Identifies sales opportunities through needs based assessment, campaigns, prospecting, reviewing account analysis statements and marketing lists to meet or exceed sales goals
- Provide input, based upon Market coverage, into the overall goals, objectives and budgets for Treasury Management
- Makes regular calls on potential client companies in order to generate high quality, profitable Treasury Management and Deposit business to achieve or exceed specific production goals
- Meets with customers through personal calling efforts, line partner referrals, and other contacts to discuss business needs and recommend comprehensive solutions
- Maintains up-to-date knowledge of competitor’s products and pricing in the market
- Sells treasury management services to Middle Market Commercial customers and prospects within a defined territory
- Monitors the implementation process including the preparation of required agreements
- Assist in coordinating the resolution of operational problems reported by customers in a timely manner
- Maintains CTP certification
Qualifications for treasury management sales
- Project management experience, including ability to coordinate resources and prioritize tasks under deadline
- Strong analytical and evaluative skills with ability to measure program performance and make recommendations for
- 4-6 years in Treasury Management and/or Commercial Treasury Products
- Bank operations experience beneficial
- Prepares sales tools and exhibits, such as presentations (internal and external), proposals, pro forma, client schematics, relationship reviews
- Develops customized responses to RFPs and RFIs
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Treasury Management Sales Job Description
Job Description Example
Our company is growing rapidly and is searching for experienced candidates for the position of treasury management sales. To join our growing team, please review the list of responsibilities and qualifications.
Responsibilities for treasury management sales
- Facilitate the more complex scoping engagements where sales will need additional support aimed at fully documenting client needs, exposing gaps, and setting client expectations
- Play a lead role as the post-sale relationship manager insuring that the product is delivered by our implementation team in line with the scoping documents and the agreed upon timeframe
- Collaborate with the marketing team to guide contact targeting and messaging, to improve lead generation numbers/quality and prepare white papers and blogs on a regular basis
- Position and promote the adoption of our product across different consulting channels, by representing us at in-house seminars, trade shows and other industry events
- Innovate and provide suggestions for future product development
- Partner effectively with product development to test the new functionality at the end of any sprint run in beta before production release
- Assist with documenting the help function for all new functionality and deliver training to the sales team as new functionality is delivered
- Responsible for supporting the business development and client relationship management efforts for assigned sales officer(s), branches, regions, geography, customer base or market segment for Treasury Management services
- Additional responsibilities may include new account opening, product analysis and proposal/proforma generation
- Provide team leadership independently soliciting/developing new account relationships through an aggressive calling program
Qualifications for treasury management sales
- CTP is a plus
- Prior TM and sales experience is required
- Job requires driving own car to various charters and business appointments, along with general meetings that occur at the Rosemont HQ
- Current student or recent graduate pursing a major in Business, Communications, Marketing, or Accounting required
- Minimum 1 – 3 years in customer support, sales support or business development support role or operations role in a bank or similar environment
- Responsible for Divisional sales goals to budget for deposits, business service charges, and other fee income line items as specified (both their own individual goals those of their employees/team)