Job Description
Description
Summary:The Treasury Management Advisor I acquires and develops new profitable and quality treasury management relationships. Also, retains and deepens existing customer relationships.
This role requires that the candidate be located in Columbus, OH (work location: Easton office, 7 Easton Oval, Columbus, OH 43219).
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 t...
Summary:The Treasury Management Advisor I acquires and develops new profitable and quality treasury management relationships. Also, retains and deepens existing customer relationships.
This role requires that the candidate be located in Columbus, OH (work location: Easton office, 7 Easton Oval, Columbus, OH 43219).
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 t...