обновлено 5 дней назад
CRB Treasury Management Advisor II
Мэтч & Сопровод
Для мэтча с этой вакансией нужен Plus
Описание вакансии
Текст:
TL;DR
CRB Treasury Management Advisor II (Treasury Management): Developing profitable treasury management relationships through sales, prospecting, product structuring, customer proposals, and cross-selling banking products with an accent on cash management and client relationship growth. Focus on building sales pipelines, coordinating with bankers and regional partners, improving customer solutions, and mentoring treasury management colleagues.
Location: Baton Rouge, LA; onsite office role
Company
provides banking and treasury management products and services to business customers.
What you will do
- Acquire, develop, retain, and deepen profitable treasury management relationships.
- Prospect for new opportunities, conduct sales activities, and support outbound calling initiatives.
- Structure product pricing and prepare customer proposals.
- Build relationships with regional partners and relationship managers to generate treasury management opportunities.
- Manage banker relationship plans, pipeline reviews, pre-call plans, partner plans, and joint customer calls.
- Track weekly and monthly sales results, maintain accurate data, and mentor treasury management colleagues when 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.
- Experience with treasury management and customer relationship development.
- CTP or another professional designation is preferred.
Culture & Benefits
- Office-based workplace with potential flexible arrangements for certain positions outside the branch network.
- Opportunity to contribute as a change agent while products and strategies evolve.
- Equal opportunity and tobacco-free hiring practices.
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