3 часа назад
Treasury Management Specialist Sr
Мэтч & Сопровод
Для мэтча с этой вакансией нужен Plus
Описание вакансии
Текст:
TL;DR
Treasury Management Specialist Sr (Treasury Management/Business Banking): Identifying and executing cross-sales across an existing Business Banking Treasury Management portfolio with an accent on relationship reviews, pricing analyses, and direct client sales. Focus on proactively managing portfolio risk and pricing activities, contributing to revenue goals, and independently delivering special projects.
Location: Atlanta, GA, United States
Company
provides banking and treasury management services.
What you will do
- Identify and execute cross-sales across an existing Business Banking Treasury Management portfolio.
- Compile data for Treasury Management Sales Advisors, complete relationship reviews, and prepare pro-forma pricing analyses.
- Handle client sales needs through telephone calls and individual or joint calls with advisors and relationship partners.
- Manage a designated portion of an advisor’s portfolio and contribute to team revenue goals.
- Proactively manage portfolio risk and pricing activities while independently organizing workflow and expectations.
- Complete special projects accurately and by established deadlines.
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.
- Sales experience with a proven record of exceeding goals.
- Advanced knowledge of Microsoft Office.
- Working knowledge of Salesforce software.
Culture & Benefits
- Office-based workplace in Atlanta, GA.
- Minimal travel may be required.
- The position is exempt from overtime eligibility.
- Flexible work arrangements may apply to certain positions, subject to hiring team confirmation.
- Equal opportunity and tobacco-free hiring practices.
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