Job Description

Responsibilities include but are not limited to :

• Work as a trusted advisor with all business clients, Homeowners Associations and Property Management Companies to deliver a tailored suite of services.
• Demonstrate ability to assess client needs, possess strong advisory skills, and ability to identify solutions to meet client needs.

Communicate client needs to support partners as appropriate.

• Partner closely with client-facing teammates to consult on sales opportunities and provide the product expertise necessary to deliver the best possible solution to the client.
• Network in the related field to aquire new customers and make introductions to lending teams.
• Ensure client satisfaction by understanding needs of all business clients, Homeowners Association and Property Management Company's needs and being their advocate at the bank.
• Manage overall client satisfaction with regards to Cash Management / Treasury Solutions product / services.
• Assist management in the development of new products and services, marketing materials, and the establishment of sales objectives.
• Analyze account activity and balances for proposals, generate proposals, present to business clients, HOA Board and Property Management Company, and closes sale.
• Determine what product sets and features best suit the client / prospect requirements using consultative selling techniques.
• Obtain the required service agreements for requested product sets and account documentation.
• Manage the implementation process along with Cash Management / Treasury Solutions Operations.
• Support the Retail Bank's efforts in analyzing deposit relationships with both existing and prospective relationships.
• Traveling : visiting clients and / or prospects 60% of the time
• Attend assigned District Sales Manager meetings on at least a monthly basis.
• Follow-up on all Sales calls.
• Work with Territory Sales Managers, District Sales Managers and Commercial Lenders in identifying cash management / treasury solutions opportunities with both existing client base and prospect client base.
• Support the Commercial Bank's efforts in analyzing deposit relationships with both existing and prospective relationship.
• Attend assigned Commercial Lending Bank Team's monthly meetings.
• Follow-up on all Sales calls.
• Work with Commercial Loan Relationship Managers in identifying cash management / treasury solutions opportunities with both existing client base and prospect client base
• Maintain up-to-date knowledge of competitor's products and pricing in the market.
• Attend various conferences, conventions, educational and networking events.
• Become an active member in CAI or similar HOA / PMC Organizations.
• Create monthly sales reports reflecting pipeline of sales activities, new product sets sold, and lost business.

Requirements

Required Skills :

• Must have the skill to review and analyze bank statements and apply the results to specific product sets.
• Excellent communication, presentation with a trusted advisor approach, interpersonal and organizational skills.
• Proficient knowledge of Excel - PowerPoint for proposal generation.
• Broad and deep familiarity with US treasury management products, services and trends.
• Sales and service abilities; Ability to assess client needs and provide solutions.
• Thorough knowledge of all of the various Cash Management product sets and their applications, as well as knowledge of regulatory requirements.

Required Experience :

• High School diploma or GED and a minimum of 5 years' experience in Treasury Solutions Sales.
• Valid Driver's License.
• Bachelor's Degree in a business-related field (Business, Accounting, Finance, etc) with a minimum of 5 years' experience in Treasury Solutions Sales preferred.
• AAFP certification preferred.

Last updated : 2024-04-30