2 Π΄Π½Ρ Π½Π°Π·Π°Π΄
Treasury Services Sales Specialist (Fintech)
ΠΡΡΡ & Π‘ΠΎΠΏΡΠΎΠ²ΠΎΠ΄
ΠΠ»Ρ ΠΌΡΡΡΠ° Ρ ΡΡΠΎΠΉ Π²Π°ΠΊΠ°Π½ΡΠΈΠ΅ΠΉ Π½ΡΠΆΠ΅Π½ Plus
ΠΠΏΠΈΡΠ°Π½ΠΈΠ΅ Π²Π°ΠΊΠ°Π½ΡΠΈΠΈ
Π’Π΅ΠΊΡΡ:
TL;DR
Treasury Services Sales Specialist (Treasury Management): Driving direct sales of treasury management services, expanding corporate banking relationships, and retaining major clients with an accent on cash management sales, service design, and regulatory compliance. Focus on developing new business, recommending banking solutions, coordinating service implementation, and overseeing junior sales specialists.
Location: Jackson Ridgeland Financial Center, Ridgeland, Mississippi, United States
Company
is a banking organization providing treasury management and related financial services to corporate customers.
What you will do
- Develop new treasury management business through direct outreach to prospective corporate customers.
- Maintain existing customer relationships, improve account servicing, and expand the use of treasury management services.
- Prepare sales presentations, explain available services, and recommend solutions aligned with customer needs.
- Assist with the design and implementation of treasury management services and coordinate with banking officers and other departments.
- Support marketing strategy, sales objectives, service development, budgeting, and expense control.
- Represent the bank in civic, community, and industry activities and remain current on banking regulations.
Requirements
- College degree in Marketing, Finance, Management, or Business Administration, or equivalent work experience; Marketing or Finance preferred.
- 7+ years of cash management sales and service experience.
- 7 years of business development experience.
- Certified Treasury Professional (CTP) credential or equivalent, or willingness to work toward certification after employment.
- Advanced knowledge of treasury management sales, services, functions, bank products, finance, business principles, and regulatory guidelines.
- Ability to work under stress, meet deadlines, travel when required, and perform the physical and administrative duties of the role.
Culture & Benefits
- Full-time employment at a financial center in Ridgeland, Mississippi.
- Work includes collaboration with banking officers, sales management, customers, and other bank departments.
- Responsibilities are governed by applicable federal, state, and local banking regulations, including the Bank Secrecy Act.
- May oversee, train, evaluate, counsel, or mentor junior-level sales specialists.
ΠΡΠ΄ΡΡΠ΅ ΠΎΡΡΠΎΡΠΎΠΆΠ½Ρ: Π΅ΡΠ»ΠΈ ΡΠ°Π±ΠΎΡΠΎΠ΄Π°ΡΠ΅Π»Ρ ΠΏΡΠΎΡΠΈΡ Π²ΠΎΠΉΡΠΈ Π² ΠΈΡ ΡΠΈΡΡΠ΅ΠΌΡ, ΠΈΡΠΏΠΎΠ»ΡΠ·ΡΡ iCloud/Google, ΠΏΡΠΈΡΠ»Π°ΡΡ ΠΊΠΎΠ΄/ΠΏΠ°ΡΠΎΠ»Ρ, Π·Π°ΠΏΡΡΡΠΈΡΡ ΠΊΠΎΠ΄/ΠΠ, Π½Π΅ Π΄Π΅Π»Π°ΠΉΡΠ΅ ΡΡΠΎΠ³ΠΎ - ΡΡΠΎ ΠΌΠΎΡΠ΅Π½Π½ΠΈΠΊΠΈ. ΠΠ±ΡΠ·Π°ΡΠ΅Π»ΡΠ½ΠΎ ΠΆΠΌΠΈΡΠ΅ "ΠΠΎΠΆΠ°Π»ΠΎΠ²Π°ΡΡΡΡ" ΠΈΠ»ΠΈ ΠΏΠΈΡΠΈΡΠ΅ Π² ΠΏΠΎΠ΄Π΄Π΅ΡΠΆΠΊΡ. ΠΠΎΠ΄ΡΠΎΠ±Π½Π΅Π΅ Π² Π³Π°ΠΉΠ΄Π΅ β
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