Treasury Management Sales Consultant

SUMMARY:

Responsible for acquisition and growth of new deposit clients through prospecting, marketing, and cross-sales. Also responsible for retention and expansion of existing client deposit relationships.

ESSENTIAL FUNCTIONS:

The following is a list of essential functions which may be subject to change at any time and without advance notice. Management may assign new duties, reassign existing duties, or eliminate a function.

§ Manages the complete sales cycle from lead to close for specialty deposit clients, e.g. 1031 Exchanges, qualified settlement funds, escrow, family offices, commercial clients, municipalities etc.

§ Identifies sales opportunities and follows through to close. Understands prospective clients’ goals, environments, strategies, and industry trends to determine their requirements and recommends appropriate deposit management solutions.

§ Creates trust and value while building enduring relationships.

§ Offers support and guidance on specific client issues, onboarding, and relationship management/development.

§ Works directly with leadership team to develop consistent and specific sales strategies.

§ Represents the organization at conferences, industry events, etc. to promote brand recognition and establish/maintain relationships with key stakeholders.

§ Active involvement in outside boards, trade organizations, and with various centers of influence to increase Ampersand’s visibility in the financial services industry.

§ Fosters and maintains relationships with strategic partners, industry associations, and influencers to drive business development opportunities. Leverages these relationships to enhance brand visibility, generate leads, and facilitate revenue growth.

§ Performs other duties as assigned.

QUALIFICATIONS:

To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed above are representative of the knowledge, skill, and/or ability required.

§ Proven track record of sustained new sales success.

§ Strong ability to influence and negotiate.

§ Proficient in Microsoft Office, including: Outlook, Teams, Word, Excel, SharePoint, etc.

EDUCATION & EXPERIENCE:

§ Minimum: Associate’s or Bachelor’s degree in business, marketing, or related field.

§ Preferred: Master’s degree in business or related field.

§ Ten (10) plus years of experience in specialty deposits, treasury management, or a related field within the financial services industry.

LICENSES & CERTIFICATIONS:

§ Minimum: None

SKILLS & COMPETENCIES:

§ Dynamic and credible professional who communicates with clarity and has exceptional presentation skills.

§ Competence in assessing new opportunities/prospecting, contacting key decision makers.

§ Strong business acumen and a deep understanding of the financial services industry.

§ Demonstrated ability to work independently, establish priorities, multi-task, and meet deadlines.

§ Strong organizational, time management, and planning skills.

§ Ability to function well in a fast-paced environment.

§ Ability to think critically and act quickly.

§ Self-starter with a strong sense of ownership and involvement.

WORKING CONDITIONS:

Traditional office environment with no unusual work conditions.

§ Prolonged periods sitting at desk and working on computer.

§ Frequent use of keyboard with repetitive motion of hands, wrists, and fingers.

§ Up to one hundred percent (100%) travel to meet with prospects, customers, vendors, and intermediaries, trade shows, conferences, seminars.

PHYSICAL DEMANDS:

Ampersand, Inc. Promotes an equal opportunity workplace, which includes reasonable accommodations of otherwise qualified disabled applicants and employees.

§ Speaking, hearing, and vision are required to perform essential functions.

§ Digital dexterity and hand/eye coordination in operation of office equipment.

§ Light lifting (~25 lbs.) and carrying of supplies, files, etc.

§ Body motor skills sufficient to enable the incumbent to move from one office location to another.