Treasury Sales Consultant - Commercial
On-siteAtlanta, Georgia, United States
Job Summary
Execute sales plans to drive client and prospect sales opportunities for Treasury Solutions products across assigned client groups. Independently manage portfolios of clients requiring working capital concepts, fostering relationships with bankers and product partners to engage in strategic client planning. Provide client working capital services including receivables, payables, information reporting, and liquidity solutions while developing detailed relationship plans for retention and acquisition. Consult with clients via various communication methods and adhere to all policies, proactively escalating issues and risks to leadership. Report sales efforts, progression, and revenue accurately.
Required Qualifications
- English (Required)
- 1st shift (United States of America)
- 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
Desired Qualifications
- 7+ years of sales experience of financial or treasury products and/or services
- CFA Designation
- Maintains up to date knowledge of Treasury Trends & Best Practices
- Expected to be subject area experts in one (or more) specific skill sets, business areas or products
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