TREASURY MNGT SALES REP
On-siteFort Worth, Texas, United States
Job Summary
Promote and sell treasury management products to existing and prospective customers by demonstrating services, making joint calls with lending staff, and conducting in-person and telephone outreach. Research sources for new prospects and supply the cash management officer with oral and written reports on customer needs, competitive activities, and potential for new products. Install and train treasury management equipment and access while providing sales support to third parties including merchant services, payroll services, and insurance sales. Participate in trade shows and conventions to drive growth and penetration of bank products within the designated territory. Maintain regular attendance and keep abreast of product applications, market conditions, and promotional trends.
Required Qualifications
- Knowledge of treasury management products, sales, and compliance
- Knowledge of management practices and principles
- Knowledge of Fiserv system
- Knowledge of Word
- Knowledge of Excel
- Knowledge of cash management software
- Skill in communicating and coordinating activities with management, customers, coworkers, and vendors
- Ability to develop a strong sales and service-based culture
- Ability to research and develop new products and techniques
- Ability to travel
- High School diploma or equivalent work experience
- Five or more years of sales and banking experience
Desired Qualifications
- college degree
- Five or more years of sales and banking experience
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