Responsibilities Responsible for consultative sales of Treasury Solutions (TS) products and services to assigned client group Executes sales plan and collaborates with internal partners to identify sales opportunities Manages a portfolio of clients with TS needs and develops detailed relationship plans Provides client working capital services and solutions Adheres to policies and proactively escalates issues Consults with clients through various communication methods Reports on sales efforts and revenue progression Requirements Bachelor's degree or an equivalent combination of education and related work experience 5 years of sales experience of financial or treasury products and/or services Maintains deep understanding of bank's Working Capital solutions Must have or obtain Certified Treasury Professional (CTP) within 12 months of entering position 7+ years of sales experience of financial or treasury products and/or services (preferred) CFA Designation (preferred) Maintains up to date knowledge of Treasury Trends & Best Practices (preferred) Hard Skills sales experience financial products treasury products working capital solutions relationship management Soft Skills consultative sales collaboration communication problem-solving Certifications & Qualifications Certified Treasury Professional (CTP) CFA Designation #J-18808-Ljbffr
Treasury Sales Consultant - Specialized Industry, Energy • Atlanta, TX, United States
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