Actively participate in the product management / development of treasury management solutions by providing input (client/prospect feedback, competitive information, market trends, etc.
March 13, 2022
Participate in joint sales calls with commercial relationship managers, RMS, construction RMs, small business, and private client to determine (and sell) treasury services to bank customers and prospects.
May 10, 2022
Demonstrated ability to learn and understand the various product lines and services offered by the Bank and to continue to stay current on all products and services.
May 23, 2022
Completes appropriate product agreements, resolutions and setup forms for products sold and follows through with the customer until proper authorization and execution is obtained.
August 15, 2022
Develops and executes sales presentations for customers/prospects, which includes formal written and oral presentations in response to requests for proposals as well as in the regular course of business.
August 27, 2022
Manages all elements of the Treasury Management sales cycle to include business development, prospect qualification, needs analysis, close and implementation of services.
October 01, 2022
Provide direct assistance to a portfolio of customers via telephone, in person, and at the customers' place of business with the implementation and set-up of treasury management services.
November 02, 2022