Job Description
Description
Summary:The Treasury Management Advisor II acquires and develops new profitable and quality treasury management relationships. Also, retains and deepens existing customer relationships.
Duties & Responsibilities:
+ Sales
+ Prospecting
+ Product pricing and structuring
+ Customer proposals
+ Proactively builds internal relationships with regional partners and relationship managers to drive TM opportunities
+ Cross sells other bank products, and stays current on competitor offerings to suggest product improvements
+ Proactive management of Banker relationship, including routine 1:1’s, development and execution of relationship plans, pipeline reviews, pre-call plans, partner plans, and joint calling
+ Responsible for maintaining and managing to weekly and monthly sales results and ensure the timely entering of weekly data and monitor for accuracy
+ Assists in outbound calling i...
Summary:The Treasury Management Advisor II acquires and develops new profitable and quality treasury management relationships. Also, retains and deepens existing customer relationships.
Duties & Responsibilities:
+ Sales
+ Prospecting
+ Product pricing and structuring
+ Customer proposals
+ Proactively builds internal relationships with regional partners and relationship managers to drive TM opportunities
+ Cross sells other bank products, and stays current on competitor offerings to suggest product improvements
+ Proactive management of Banker relationship, including routine 1:1’s, development and execution of relationship plans, pipeline reviews, pre-call plans, partner plans, and joint calling
+ Responsible for maintaining and managing to weekly and monthly sales results and ensure the timely entering of weekly data and monitor for accuracy
+ Assists in outbound calling i...