11 дней назад
CRB Treasury Management Advisor II - Huntsville, AL
Мэтч & Сопровод
Для мэтча с этой вакансией нужен Plus
Описание вакансии
Текст:
TL;DR
CRB Treasury Management Advisor II (Banking/Treasury Management): Acquiring, developing, and deepening profitable treasury management relationships in Huntsville with an accent on prospecting, product pricing, customer proposals, and cross-selling banking solutions. Focus on building partner relationships, managing sales pipelines, and structuring treasury management offerings for commercial clients.
Location: Huntsville, Alabama, 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 clients, conduct sales activities, and prepare customer proposals.
- Price and structure treasury management products and cross-sell other banking products.
- Build relationships with regional partners and relationship managers to drive treasury management opportunities.
- Manage banker relationships through relationship plans, pipeline reviews, pre-call plans, partner plans, and joint calling.
- Track weekly and monthly sales results, support outbound calling initiatives, and mentor treasury management colleagues as needed.
Requirements
- Three or more years of banking experience focused on treasury management or cash management.
- Bachelor’s degree, or at least four years of banking and/or treasury management experience in lieu of a degree.
- Strong verbal and written communication skills.
- Ability to work in the Huntsville office.
Nice to have
- Three or more years of treasury management experience.
- CTP or another professional designation.
Culture & Benefits
- Office-based work environment with potential flexible arrangements for eligible positions.
- Opportunity to collaborate with regional partners and relationship managers.
- Exempt position and equal opportunity workplace.
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