Treasury Solutions Pricing Consultant
On-siteAtlanta, Georgia, United States or Charlotte, North Carolina, United States
Job Summary
Conduct consultative conversations with clients and relationship managers to onboard new accounts and deepen relationships with existing ones. Manage portfolios of clients with Treasury solution needs, including deposits, treasury management, digital, and card products, while driving strategic sales and portfolio growth. Perform industry and region-specific market research to support prospecting and provide custom insights to internal partners and external clients. Execute best-in-class sales disciplines through pre-call planning, pipeline management, and Salesforce tracking, while mentoring junior teammates and coaching on sales processes. Provide end-to-end oversight of client experiences by identifying gaps and escalating risks to leadership, ensuring adherence to all policies and procedures.
Required Qualifications
- English (Required)
- Bachelor's degree
- 3+ year(s) of related financial work experience
- Demonstrated excellence working on many initiatives or opportunities simultaneously
- Strong analytical skills and attention to detail
- Strong leadership and interpersonal skills
- High level of adaptibility and flexibility
- Demonstrated proficiency in basic computer applications, such as Microsoft Office software products
- 1st shift (United States of America)
Desired Qualifications
- Master's degree in Business or related field, or equivalent education and related training
- Certified Treasury Professional
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