Treasury Management Consultant

The Gig:

• Create and execute call strategy plan to achieve sales goals based on referrals and joint calling with assigned work groups.
• Make written and verbal presentations to clients, prospects and staff as needed.
• Demonstrate proficiency in sales of all strategic non-credit business products.
• Identify targeted client needs and offer customized solutions.
• Act on cross-sales opportunities within existing client portfolios.

In addition, a Treasury Management Consultant II will:

• Independently develop a prospect/client calling program, including the identification, research, prioritization, and call coordination. Such calls will be made solo, or in a lead role, inviting relationship managers to attend.
• Possess a deep knowledge of all Cash Management products, including features, benefits, pricing and implementation requirements.

Relationship Group Assignment

Establish and maintain rapport with all relationship managers individually and as a group so as to:

• Know relationship manager sales goals and client base
• Participate in relationship managers calling strategies
• Communicate product information so as to increase relationship manager product knowledge
• Assist in proposal preparation and other communications to customers
• Recommend sales opportunities to include sales to prospects and cross-sales to existing clients.

In addition, a Treasury Management Consultant II will:

• Assist relationship managers in the development of calling strategies.
• Communicate prospect opportunities, and personal calling plan, to relationship managers of assigned work groups.

Customer Service

• Respond to assigned work groups and clients directly about client issues.
• Resolve issues quickly and accurately, keeping all related parties current of resolution status and targeted resolution date.
• Know and utilize internal resources in servicing of clients.
• Communicate recurring or serious product issues to management.
• Recommend solutions to improve customer services to assigned work groups and management.

Product Implementation

• Coordinate with Commercial Services Officer group to ensure proper account documentation and all requisite agreement execution.
• Verify accurate pricing.
• Monitor implementation progress.
• Coordinate with Commercial Services Officer to establish a schedule of implementation tasks, and targeted completion dates with all involved parties.

Compliance:

All employees are accountable for compliance with all laws, regulations and adherence to established internal controls and procedures when performing their job duties. Each employee is expected to be familiar with the legal and regulatory requirements and internal controls affecting his or her job responsibilities. It is the affirmative duty of each employee to carry out these responsibilities at all times in a manner that complies with all applicable legal and regulatory requirements and internal controls.  All employees shall be responsible for communicating upward, problems in operations, noncompliance with the code of conduct, or other policy violations or illegal actions. Employees must participate in required training on pertinent compliance laws and regulations as required by the bank.

All employees will be committed to maintaining a high level of compliance with the Bank Secrecy Act and Anti Money Laundering, USA PATRIOT Act and Financial Recordkeeping regulations recognizing that all three acts are important tools in federal efforts to combat organized crime, terrorism and drug trafficking.

Education / Experience:

• High School diploma or equivalent
• Undergraduate degree in business administration or equivalent experience, preferred.
• 0 – 3 years’ experience in a business banking environment.
• Service-Plus Certified
• Licensed to drive a car

Skills / Knowledge / Abilities:    

• Excellent oral and written communication skills
• Good attention to detail
• Excellent follow-up skills
• Able to work independently; can reliably maintain a productive, personal work schedule
• Basic proficiency in PC software including word processing and spreadsheet programs, and bank customer information and transaction programs
• Understanding of the bank’s policies and procedures

Pay : $75k-$90k - Depending on experience.

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