Sr. Treasury Management Sales and Product Consultant

FIRSTRUST BANK

Recognizes the leader in you

As one of the region’s foremost community banking institutions, we take pride in fostering leadership.

As a Firstrust employee, your growth is our growth.

For you, that means great benefits, performance-based pay, a meaningful role, and resources to help your success.

For us, that means employees who offer exemplary customer service with a commitment to our values - honesty, integrity and accountability.

• Hybrid Position*
  
  

Support the Management of the Treasury Management sales team and the overall growth of the Treasury Management portfolio. Provide Treasury Management product, process, pricing and sales consultation to the Director of Commercial Deposits. Provide sales leadership and at times direct sales consultation to complex Treasury Management Customers.

Job Duties And Responsibilities

• Make product and process recommendations to Director of Commercial Deposits based upon experience and current customer feedback along with industry trends.
• Offer support to Director of Commercial Deposits and directed. Duties may include, but not limited to KPI reporting, pricing consultation, industry trend analysis and launching new solutions.
• Manage portfolio of Treasury Management clients with retention and growth goals.
• Grow self-sourced Treasury Management portfolio by identifying new clients through outside calling efforts
• Develop business through regular meetings with Relationship Managers of accounts assigned to Treasury Management portfolio.
• Identify deficiencies and make recommendations for product profitability, customer service and other operational improvements when appropriate.
• Work on Special Projects as assigned that will enhance the sales and implementation process at Firstrust.
• Responsible for treasury-solutions sales process to complex new prospective customers (pro formas, RFPs, quality, professional client presentations). Prepare all paperwork associated with establishing services and coordinate all product training
• Support Director of Commercial Deposits in providing appropriate training for all appropriate bank employees including the commercial banking, commercial real estate, business banking and branch departments.
• As needed and in time of capacity restraints amongst the sales team, uses a consultative sales approach to assess customer needs and make product recommendations based upon those needs
• As needed, proactively reach out to existing customers in an effort to uncover additional needs and cross-sell new services
• Develop Business through consistent networking activities such as Chambers of Commerce, Non-for-Profit Boards, etc
• Frequent CRM data logging
• Utilize all systems (SharePoint, CRM System, EchoSign, Mainframe, Outlook, Excel)
• Work on various projects as required
• Reports to Director of Commercial Deposits
  
  

Physical And Sensory Requirements

• Prolonged periods sitting at a desk and working on a computer.
• The employee will be expressing, receiving, and exchanging ideas via a multi-phone system.
• The employee must be able to prepare and analyze figures.
• Occasionally, the employee will be both inside and outside environmental conditions.
  
  

Potenital On-the-job-risks

• None identified.
  
  

Education, Training And Experience

• Bachelor's Degree preferred
• Certified Treasury Professional (CTP) preferred
• Intermediate skills in the Microsoft Office (Word, Excel and Outlook)
• Excellent verbal, written, and interpersonal communication skills.
• Proven customer service and problem resolution skills.
• Demonstrated teamwork experience required.
  
  

Work Schedule

• Hybrid Schedule
  
  

Firstrust Bank provides equal employment opportunity without regard to race, color, creed, sex (including pregnancy), age, gender, (including gender nonconformity and status as a transgender or transsexual individual), physical or mental disability, religion, national origin, genetics, marital status, veteran’s status, ancestry, citizenship, sexual orientation, or other characteristics protected by applicable law. This policy applies to all areas of employment, including, without limitation, recruitment, hiring, training and development, promotion, transfer, termination, compensation, benefits, and all other conditions and privileges of employment in accordance with applicable federal, state and local laws.

Firstrust Bank is an Equal Opportunity Employer.

If you have a disability and need an accommodation to complete the application process, please email Firstrust Bank Human Resources Department HResources@firstrust.com. Include your full name, best way to reach you, and the accommodation needed to assist with the application process.

Firstrust provides reasonable accommodations so that disabled individuals may participate in the application and selection process. Please state your reasonable accommodation request for assistance in your message.

Only reasonable accommodation requests related to applying for a specific position within Firstrust will be reviewed at the email address and phone number supplied.

Please advise Firstrust of any accommodation you require to express an interest in a specific opening by emailing or calling: reasonableaccomdations@firstrust.com or 215-728-8265.