Executes sales plan, develops strong partnership and collaboration with line of business and other internal partners to identify and drive client and prospect sales opportunities
Fosters relationships with bankers and product partners to collaborate on opportunities and engage in strategic client planning
Independently manages a portfolio of clients with TS needs
Participates in the development of detailed relationship plans for clients/prospects
Responsible for providing client working capital services and solutions
Adheres and follows all applicable policies and procedures
Ability to consult with a client through various methods of communication
Responsible for accurate reporting of sales efforts

Bachelor's degree or an equivalent combination of education and related work experience
5 years of sales experience of financial or treasury products and/or services
Maintains deep understanding of bank's Working Capital solutions
Must have or obtain Certified Treasury Professional (CTP) within 12 months of entering position

Treasury Sales Consultant – Higher Education, Government

Key skills