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Treasury Sales Associate I

Charlotte, North Carolina;

Job Description:

Responsibilities / Additional Information:

  • Treasury Sales Associate I will be responsible for supporting portfolio of two Treasury Sales Officers managing and aggressively growing treasury revenue within the Business Banking group.  He or she will partner with Relationship Managers, Trade, Liquidity, Investment, Foreign Exchange, product specialists and implementation partners presenting customized treasury solutions that meet client objectives.  

  • Focus on growth of new client relationships and expansion of existing relationships by identifying and cross selling our treasury solutions while building a strong sales pipeline.

  • Accountable for responsible revenue growth, profitability, client planning, client calling, portfolio development, pricing strategy, and proposal/presentation development/delivery within the confines of a dedicated client portfolio.

  • Possess strong communication and interpersonal skills and appropriate financial acumen

  • The TSA must also be motivated to maintain a consistent level of goal achievement and be willing to challenge themselves with performance metrics

  • Maintain regular client interactions building direct relationships, conducting Treasury Reviews, and proactively identifying new opportunities

Required Skills:

  • Ability to interact with and influence people internally and externally by expert use of verbal and written communication and through strong presentation skills.

  • Ability to read and leverage data to proactively identify trends and opportunities

  • Strong ability to organize, prioritize and balance multiple sales activities.

  • A deep understanding of bank structure and the operational aspects of global cash management products and services.

  • Understanding of and adherence to risk guidelines to proficiently identify, manage and escalate risk to grow the business responsibly. 

  • Minimum of one year experience

  • Bachelor's Degree

Desired Skills:

  • Creativity, futuristic, advocacy

  • Prior treasury sales/corporate banking experience​

Job Band:

H6

Shift: 

1st shift (United States of America)

Hours Per Week:

40

Weekly Schedule:

Monday - Friday 9am - 6pm

Referral Bonus Amount:

0

Job Description:

Responsibilities / Additional Information:

  • Treasury Sales Associate I will be responsible for supporting portfolio of two Treasury Sales Officers managing and aggressively growing treasury revenue within the Business Banking group.  He or she will partner with Relationship Managers, Trade, Liquidity, Investment, Foreign Exchange, product specialists and implementation partners presenting customized treasury solutions that meet client objectives.  

  • Focus on growth of new client relationships and expansion of existing relationships by identifying and cross selling our treasury solutions while building a strong sales pipeline.

  • Accountable for responsible revenue growth, profitability, client planning, client calling, portfolio development, pricing strategy, and proposal/presentation development/delivery within the confines of a dedicated client portfolio.

  • Possess strong communication and interpersonal skills and appropriate financial acumen

  • The TSA must also be motivated to maintain a consistent level of goal achievement and be willing to challenge themselves with performance metrics

  • Maintain regular client interactions building direct relationships, conducting Treasury Reviews, and proactively identifying new opportunities

Required Skills:

  • Ability to interact with and influence people internally and externally by expert use of verbal and written communication and through strong presentation skills.

  • Ability to read and leverage data to proactively identify trends and opportunities

  • Strong ability to organize, prioritize and balance multiple sales activities.

  • A deep understanding of bank structure and the operational aspects of global cash management products and services.

  • Understanding of and adherence to risk guidelines to proficiently identify, manage and escalate risk to grow the business responsibly. 

  • Minimum of one year experience

  • Bachelor's Degree

Desired Skills:

  • Creativity, futuristic, advocacy

  • Prior treasury sales/corporate banking experience​

Shift:

1st shift (United States of America)

Hours Per Week: 

40

Learn more about this role

Full time

JR-22057605

Band: H6

Manages People: No

Travel: Yes, 5% of the time

Manager:

Talent Acquisition Contact:

Nancy Price [C]

Referral Bonus:

0