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.
January 31, 2023
Prepares and presents comprehensive sales proposals and presentations/demos to clients in addition to participating and leading product training for various audiences.
February 19, 2023
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.
February 19, 2023
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.
March 21, 2023
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.
April 24, 2023
Completes appropriate product agreements, resolutions and setup forms for products sold and follows through with the customer until proper authorization and execution is obtained.
April 25, 2023
Manages all elements of the Treasury Management sales cycle to include business development, prospect qualification, needs analysis, close and implementation of services.
April 29, 2023
Actively participate in the product management / development of treasury management solutions by providing input (client/prospect feedback, competitive information, market trends, etc.
May 03, 2023
