3 treasury management jobs found

Description Summary: The Treasury Management Advisor II acquires and develops new profitable and quality treasury management relationships. Also, retains and deepens existing customer relationships.  Duties & Responsibilities: Sales Prospecting Product pricing and structuring Customer proposals Proactively builds internal relationships with regional partners and relationship managers to drive TM opportunities Cross sells other bank products, and stays current on competitor offerings to suggest product improvements Proactive management of Banker relationship, including routine 1:1’s, development and execution of relationship plans, pipeline reviews, pre-call plans, partner plans, and joint calling Responsible for maintaining and managing to weekly and monthly sales results and ensure the timely entering of weekly data and monitor for accuracy Assists in outbound calling initiatives offer new...

Description Summary: The Treasury Management Advisor II acquires and develops new profitable and quality treasury management relationships. Also, retains and deepens existing customer relationships.  Duties & Responsibilities: Sales Prospecting Product pricing and structuring Customer proposals Proactively builds internal relationships with regional partners and relationship managers to drive TM opportunities Cross sells other bank products, and stays current on competitor offerings to suggest product improvements Proactive management of Banker relationship, including routine 1:1’s, development and execution of relationship plans, pipeline reviews, pre-call plans, partner plans, and joint calling Responsible for maintaining and managing to weekly and monthly sales results and ensure the timely entering of weekly data and monitor for accuracy Assists in outbound calling initiatives offer new...

Description Summary: The Treasury Management Specialist is responsible for the identification and execution of cross-sales across an existing Business Banking Treasury Management portfolio. Duties & Responsibilities: Compiles data for TM Sales Advisors, completed relationship reviews, and pro-forma pricing analyses and handles client's sales needs. May have direct responsibility across a certain portion of an Advisor's portfolio. Direct sales via telephone as well as individual and joint calls with advisors and/or Relationship partners is required. Minimal travel may be required. Responsible for contributing to team revenue goals through identified sales opportunities. Must be able to independently manage workflow and expectations of the role with little oversight. Proactively manage portfolio and all risk related and pricing activities. Responsible for executing and accurately completing special...