Key skills
LeadershipCommunicationSales
About this role
Role Overview
- High-level responsibility for account retention and solicitation of major depository relationships of customers and prospects within an assigned market segment
- Generates a high level of new business in respective industry/industries through new customer acquisition and cross-selling bank products and services
- Prepares highly complex proposals and proformas for new services sold to assigned customers and prospects
- Conducts sophisticated analyses of pricing requests for assigned and prospective customers
- Maintains a complex portfolio of highly-significant customers and provides leadership in assuring high levels of customer satisfaction
- Organizes, directs and implements an effective written account retention program for each customer
- Develops significant professional relationships with assigned high-value customers and prospects
- Monitors and updates customer profiles that are maintained in ESB
- Ensures compliance with bank policies relative to Regulatory Compliance such as the Bank Secrecy Act, USA Patriot Act, Anti-Money Laundering Act, Privacy Act and Regulations Q & X
Requirements
- Requires a degree from a four-year college (e.g., B.A., B.S.)
- Minimum of five to ten years of sales and relationship management experience
- Extensive working knowledge of marketing and sales techniques of the Bank's products and their benefit to customers
- Certified Treasury Professional (CTP) accreditation required
- Excellent knowledge of cash management products and services
- Must have excellent knowledge of Bank's AAA and Deposit Profitability system
- Exceptional verbal and written communication skills
- Excellent PC skills
- Excel, PowerPoint, Word, ESB, Proposal Library and other PC applications
- Ability to work independently and provide leadership
Benefits
- Health insurance
- 401(k)
- Professional development opportunities
- Paid time off
- Flexible work arrangements