Applies consultative sales and relationship management practices to generate leads and close sales of treasury management and payment solutions
Monitors implementation activities to ensure alignment with timelines
Provides tailored treasury management solutions and optimizes sales processes through continuous process improvements to enhance client experiences
Manages sales processes, client engagement and outcomes
Conducts sales discussions, introducing innovative products and services, sharing insights on industry trends, and fostering proactive client engagement

5+ years of Treasury Management Sales experience, with a focus on commercial real estate related to senior living and skilled nursing facilities and core commercial real estate is preferred
Bachelor’s degree in Business Administration, Finance and/or Accounting or equivalent combination of education & experience preferred
Deep knowledge and technical proficiency gained through extensive education and business experience

Treasury Consultant, Healthcare – Core CRE

Key skills