Applies consultative sales and relationship management practices to generate leads and close sales of treasury management and payment solutions for new and existing clients while ensuring regulatory compliance
Job Summary
Applies consultative sales and relationship management practices to generate leads and close sales of treasury management and payment solutions for new and existing clients while ensuring regulatory compliance.
Builds and maintains strong long-term relationships with the bank’s high-value and strategic clients, providing strategic advice on financial solutions and ensuring exceptional service and partnership.
Operates at a group/enterprise-wide level and serves as a specialist resource to senior leaders and stakeholders.
Matching Summary
Applies consultative sales and relationship management practices to generate leads and close sales of treasury management and payment solutions for new and existing clients while ensuring regulatory compliance.
Salary
Base: $91,800.00 - $171,000.00; Bonus/Equity: Commission structure may apply; Benefits: Health insurance, tuition reimbursement, accident and life insurance, retirement savings plans
Skills & Requirements
Must-have
Treasury management solutions
Payment solutions sales
Client relationship management
Business development
Risk management
Process optimization
Nice-to-have
Innovative treasury solutions
Strategic advice on financial solutions
Market insights and trends
Cross-selling treasury and cash management
Key Requirements
7+ years of relevant experience
Bachelor’s degree required
Master’s degree preferred
Sales and treasury management experience
Financial operations or risk management experience