2 дня назад
CRB Treasury Mgmt Advisor II (Banking)
Мэтч & Сопровод
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Описание вакансии
Текст:
TL;DR
CRB Treasury Mgmt Advisor II (Banking): Building and expanding profitable treasury management relationships through sales, prospecting, product pricing, customer proposals, and cross-selling with an accent on cash management and relationship development. Focus on structuring treasury solutions, managing sales pipelines and performance data, and coordinating with bankers and regional partners to grow client relationships.
Location: Springfield, MO, United States. Workplace type: Office.
Company
provides banking and treasury management services.
What you will do
- Acquire, develop, retain, and deepen profitable treasury management relationships.
- Prospect for new business, conduct sales activities, and prepare customer proposals.
- Price and structure treasury management products and cross-sell other bank products.
- Build internal relationships with regional partners and relationship managers to drive opportunities.
- Manage banker relationships through relationship plans, pipeline reviews, pre-call planning, partner plans, and joint calls.
- Track weekly and monthly sales results, maintain accurate data, support outbound calling initiatives, and mentor colleagues when needed.
Requirements
- Three or more years of banking experience focused on treasury management or cash management.
- Bachelor’s degree, or four or more years of banking and/or treasury management experience in lieu of a degree.
- Strong verbal and written communication skills.
- Ability to work in an office-based role in Springfield, Missouri.
Nice to have
- Three or more years of treasury management experience.
- CTP or another professional designation.
Culture & Benefits
- Office-based workplace with certain positions potentially eligible for flexible work arrangements.
- Opportunities to work in the office and from home may be provided based on the specific arrangement defined by the hiring team.
- Exempt position and not eligible for overtime pay.
- Equal opportunity and tobacco-free hiring practices.
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