TM Consultant

The Treasury Management Consultant is responsible for providing treasury management sales support to Relationship Managers and Business Bankers as they bring in new deposit relationships and generate direct sales of treasury management services. This position is responsible for marketing treasury management products and services as well as ancillary products and services such as Merchant Services, Purchase Card, etc. The incumbent will provide consultative support to Relationship Managers and Business Bankers in order to develop sales and aggressively increase deposit relationships and the use of treasury management products and services for the designated customer and prospect base.

RESPONSIBILITIES

• Coordinates sales efforts with Relationship Managers, Business Bankers and team members in order to assist with acquiring new business and strengthening existing client relationships;

• Conduct prospect needs analysis and develop proposed service solutions/sales presentations to develop new business opportunities with organizations to make efficient use of cash.

• Partners with Relationship Managers to develop new Cash Management sales opportunities for existing customers through a consultative sales approach.

• Conduct customer needs analysis and develop proposed service solutions/sales presentations to develop new business opportunities with organizations to make efficient use of cash.

• Meet with existing business clients to expand relationships and to ensure proper servicing of clients.

• Meet regularly with Relationship Business Bankers to identify opportunities and provide information on products, services and unique applications.

• Provide consultative training to ensure an understanding of the Bank’s product offerings, and communicate product changes and enhancements.

• Provide detailed sales reports to management on a weekly, and monthly basis.

  
  

QUALIFICATIONS

• 3 years of treasury management related experience.
• Certified Treasury Professional (CTP) or Certified Cash Manager (CCM) designation preferred.

Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities

The contractor will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant. However, employees who have access to the compensation information of other employees or applicants as a part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by the employer, or (c) consistent with the contractor’s legal duty to furnish information. 41 CFR 60-1.35(c)