Providing added sales support to a team of seasoned CGW Private Bank Banking & Treasury Management Sales Specialists
Preparing & presenting comparative fee analyses, product proposals & RFP’s
Following up on inquiries from clients & bankers regarding Banking & Treasury Management services
Client deepening & proactive uncovering of new business opportunities
Conducting online banking tutorials & demonstrations to clients
Visiting clients/prospects alone or with the Sales Specialists and providing post meeting follow-up
Preparing client relationship review materials & presenting them with Sales Specialists
Submitting, tracking & following up on implementation requests (new product additions, maintenance requests & termination of services)
Managing Treasury Management and Liquidity pipeline
Connecting with product and implementation partners
Coordinating strategic trainings and internal demos for internal staff on platform functionality
Attending weekly treasury channel calls and disseminating summaries of key topics
Establishing billing for implemented services and monitoring billing and account analysis requests
Continually focusing on personal growth & development – targeted trainings, development courses, seminars etc
Ad hoc financial projects and monthly business reviews for the sales head

Possess a minimum of 3-5+ years of banking experience
Current or previous role as a Treasury Management Implementation Specialist, Associate, or Service Officer, a plus
Experience working with Commercial, Middle Market, Corporate or Wealth Clients a plus
B.A./B.S. (required)
Knowledge of treasury management products, banking & the client sales cycle
Awareness of Wealth Management (preferable, but not required)
High degree of professionalism
Strong written, listening & verbal communication skills
Attention to detail and consistent follow-up skills
Ability to prioritize and display general responsiveness at all times
Certified Treasury Professional (CTP) designation and/or willingness to pursue a plus
Proficiency in MS Office Suite, DocuSign, Adobe internet applications & Salesforce Sales Management tools

medical, dental & vision coverage
401(k)
life, accident, and disability insurance
wellness programs
paid time off packages including planned time off (vacation), unplanned time off (sick leave), and paid holidays

AVP Banking & Treasury Management Sales Associate

Key skills