Fort Lauderdale, Florida, United States of America
Full Time
3 hours ago
No Visa Sponsorship
Key skills
Strategic PlanningSales
About this role
Role Overview
Develop and maintain extensive knowledge of Treasury Management products, services, and pricing
Understand the application of products/services to business cash flow cycles
Lead fraud discussion with clients and prospects to include client outreach and educating the client on their options once fraud has occurred
Call jointly with Treasury Management Sales Officer, when appropriate, to develop calling skills, interpersonal relationship building and follow-up protocol (call planning, call reports, client follow-up, strategic planning)
Primary back up for Treasury Management Sales Officer in his/her absence
Contribute with revenue generating activities to include adding new accounts and/or new services to existing relationships
Prepare implementation forms and customer paperwork to onboard new small business clients and to add additional Treasury Management services for existing customers.
Work closely with retail bankers to educate and assist in identifying TM leads.
Develop expertise relative to the Treasury Management small business platform
Communicate and educate bankers regarding client situations, opportunities, etc.
Provide subject matter expertise to internal bank staff as required
Assist with other Treasury Management projects as required which may include Pricing Project, etc.
Requirements
Bachelor’s degree or equivalent experience
Five years banking experience; 5+ years related experience (Treasury Management sales / product / support, line banker, commercial call center)
Excellent written/oral communications skills
Success in problem analysis and resolution
Strong attention to detail and accuracy
Strong organizational skills
Ability to manage multiple detailed work assignments with a high degree of accuracy
Ability to develop rapport easily with clients, peers, and partners.
Knowledge of bank operating systems and commercial banking practices
Knowledge of Treasury Management products, services, procedures, and practices
Previous experience with analysis of commercial relationships, strategic sales planning and customer issue resolution is preferred.
Benefits
Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.