DESCRIPTION

The Business Banking Treasury Sales Specialist I 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.

QUALIFICATIONS, EDUCATION, CERTIFICATIONS AND/OR OTHER PROFESSIONAL CREDENTIALS

Required Qualifications

• 1-3 years of Cash Management sales experience preferred
• Detailed knowledge of Treasury Solutions Products and an understanding of client needs that drive usage of these products.
• Must be proactive, self-starter, goal-oriented.
• Able to recognize customer needs, link solutions to need, and act on customer readiness to buy.
• Gain trust and confidence of others. Always puts the client first.
• Preferred Qualifications
• Bachelors Degree, preferred

• Responsible for expanding relationships for all treasury services to gain maximum client share of wallet.
• Attend joint meeting with clients and RMs primarily via phone focusing on the $0-10MM sales segment.
• Act as the advocate across footprint 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 to achieve sales goals.
• 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.
• 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 bank’s 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.