Job ID | 2023-3931 | Category | Orlando/Tampa | Type | Full-Time | Workplace policy | Hybrid |
Overview
Support Relationship Officers in the task of identifying new Treasury Management revenue sources and supporting the retention of existing clients. Responsible for meeting or exceeding assigned sales and retention goals. Sells Treasury Management Services, provides company analysis, and technical support in the Treasury Management department. May participate in the supervision of Treasury Management Coordinators.
Principal Duties & Responsibilities:
Generates new Treasury Management revenue sources. Responsible for meeting or exceeding assigned sales and retention goals.
Resolves treasury management operational problems requiring identification of cause and implementation of corrective action with Treasury Management staff or other departments.
Conducts on-site sales and service meetings with complex Treasury Management clients for identification and integration of multiple services.
Acts as a consultant to prospects, clients, and officers to develop and implement Treasury Management systems.
Prepares and negotiates complex Treasury Management service proposals.
Independently completes agreements and correspondence with clients.
Organizes and conducts training sessions for calling clients.
Participates in the development of marketing and training materials.
Develops and maintains an in-depth understanding of the Treasury Management products offered by the Bank and the processes for delivering these services.
Qualifications
Education
Special Instructions to Candidates
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