Job Description
Description
Summary:The Treasury Management Specialist provides comprehensive sales support and sales analysis for the Treasury Management Sales Advisor.
Duties & Responsibilities:
+ Compiles data for Sales Advisors, creating RFP’s, proposals and pro-forma pricing analyses and handling client’s sales needs if an advisor is not available.
+ Direct sales via telephone as well as joint and individual calls with advisors and or RM/BB partners.
+ Responsible for contributing to team revenue goals
+ Responsible for the identification and execution of cross-sales across an existing Treasury Management portfolio.
+ May have direct responsibility across a certain portion of an Advisor’s portfolio.
+ Coaches, counsels and mentors other Sales Specialists.
+ Performs other duties as assigned.
Basic Qualifications:
+ Bachelor's Degree in Business, Finance or related discipline or...
Summary:The Treasury Management Specialist provides comprehensive sales support and sales analysis for the Treasury Management Sales Advisor.
Duties & Responsibilities:
+ Compiles data for Sales Advisors, creating RFP’s, proposals and pro-forma pricing analyses and handling client’s sales needs if an advisor is not available.
+ Direct sales via telephone as well as joint and individual calls with advisors and or RM/BB partners.
+ Responsible for contributing to team revenue goals
+ Responsible for the identification and execution of cross-sales across an existing Treasury Management portfolio.
+ May have direct responsibility across a certain portion of an Advisor’s portfolio.
+ Coaches, counsels and mentors other Sales Specialists.
+ Performs other duties as assigned.
Basic Qualifications:
+ Bachelor's Degree in Business, Finance or related discipline or...