Business Banking Treasury Sales Specialist II

Business Banking Treasury Sales Specialist II

The Business Banking Treasury Sales Specialist II is responsible for selling or refining the breadth of transaction services solutions to new and existing clients. The ultimate goal is to truly understand our clients and their businesses and provide value by recommending solutions and strategies that drive efficiencies and best practices, resulting in winning the client's operating business.

Responsibilities

• Responsible for expanding relationships for all treasury services to gain maximum client share of wallet.
• Attend joint meeting with clients and RMs either in person or via phone focusing on the $5mm-$25mm sales segment.
• Act as the advocate in the local market to support and drive the value of Cash Management to existing and new to bank clients.
• Lead the cultivation and maintenance of a strong sales pipeline for treasury solutions.
• Proactively coordinate and identify new prospects and calling plans by partnering with Relationship Managers and effectively evaluating client portfolios.
• Deliver the full range of CFG capabilities through organized and effective calling activities.
• Maximize customer opportunity by building total relationship and cross-sell to other lines of business. Accountable for generating fee and margin revenue, new investment balances, cross-sell to other Treasury Solutions products and new DDA balances.
• Achieve sales goals. Participate in business development efforts within the region as assigned or within the scope of strategy with business partners and through own self developed resources.
• Act as a Trusted Advisor to clients; understand their needs and recommend solutions to meet those needs.
• Attend meetings and training as required to continue development and to enhance knowledge of cash management products, processes, and technologies.
• Partner / align with internal Relationship Managers, building a strong relationship, to ensure we are promoting Treasury Solutions.
• Ensure sales process is being followed, including timely updating of pipeline and calling activity within the banks CRM system. Independently provide market feedback to internal business partners.
• Provide timely updates to Relationship Managers on product enhancements, projects, and issues.
• Update CRM system regularly but no less than once a week prior to the weekly forecasting activity.
• Monitor the implementation pipeline on a weekly basis to ensure opportunities are on track through set up and training and escalate any delays seen to bring the process back on track to insure an exemplary customer experience.
• Effectively delegate tasks to Sales Associate, Implementation Manager, and Client Services to ensure focus is on sales activities, and the overall client relationship.

Qualifications, Education, Certifications and / or Other Professional Credentials

Hours and Work Schedule