Job Description
Description
Summary:
The Treasury Management Specialist is responsible for the identification and execution of cross-sales across an existing Business Banking Treasury Management portfolio.Duties & Responsibilities:
+ Compiles data for TM Sales Advisors, completed relationship reviews, and pro-forma pricing analyses and handles client's sales needs.
+ May have direct responsibility across a certain portion of an Advisor's portfolio.
+ Direct sales via telephone as well as individual and joint calls with advisors and/or Relationship partners is required. Minimal travel may be required.
+ Responsible for contributing to team revenue goals through identified sales opportunities.
+ Must be able to independently manage workflow and expectations of the role with little oversight.
+ Proactively manage portfolio and all risk related and pricing activities.
+ Responsible for executing and accurately completing special ...
Summary:
The Treasury Management Specialist is responsible for the identification and execution of cross-sales across an existing Business Banking Treasury Management portfolio.Duties & Responsibilities:
+ Compiles data for TM Sales Advisors, completed relationship reviews, and pro-forma pricing analyses and handles client's sales needs.
+ May have direct responsibility across a certain portion of an Advisor's portfolio.
+ Direct sales via telephone as well as individual and joint calls with advisors and/or Relationship partners is required. Minimal travel may be required.
+ Responsible for contributing to team revenue goals through identified sales opportunities.
+ Must be able to independently manage workflow and expectations of the role with little oversight.
+ Proactively manage portfolio and all risk related and pricing activities.
+ Responsible for executing and accurately completing special ...