Treasury Solutions Consultant

Overview

As a Treasury Solutions Sales Consultant, the primary responsibility of this role is to deliver treasury management product sales and support, focused on consultative cash management advice to enhance client relationships through use of Treasury Solutions products and services.  Responsible for developing, growing, and managing treasury management relationships and identifying cross-sales opportunities with banking clients and prospects.  Additionally, serve on teams to develop, test, and implement additional products and services, implementation guidelines, servicing guidelines, product collateral material, and sales processes.

Functional Area of Focus:

Treasury Solutions sales and support

Special projects and other duties as assigned

Responsibilities

Treasury Product Sales (50%)

• Develops sales approach for commercial banking prospects and customers appropriate to meet/exceed stated portfolio goals.
• Collaborates with Client Relationship Managers and Branch Managers to identify sales and servicing opportunities; provides updates on shared relationships and determines future strategies.
• Calls on prospects and current clients to evaluate client needs and address servicing and/or relationship issues.
• Works with internal partners where needed to develop sales proposals and determine pricing strategies.
• Documents sales pipeline, call notes, and details of closed sales.

Client Servicing (35%)

• Implements new treasury services and/or coordinates the ongoing account servicing for new and existing clients in conjunction with Treasury Solutions Account Manager, Operations, Client Relationship Managers, and Customer Service, as appropriate.
• Sets and manages appropriate client expectations for delivery and resolution.
• Works with internal partners to troubleshoot and resolve delivery issues.
• Manages client pricing strategies to ensure profitability of the portfolio.
• Conducts periodic relationship reviews with clients and internal partners.

Product Knowledge and Management (15%)

• Demonstrates product knowledge and cash management techniques to clients and prospects.
• Participate in new product development and enhancements to existing products.
• Supports testing and implementation of new products and product enhancements.
• Participates in development of marketing and product collateral material for internal and external use.
• Participates in external and internal training functions, including presentations on treasury services topics to internal partners, clients, and prospects.
• Maintains up-to-date product knowledge base by participation in product training opportunities, industry seminars, and self-study.

Qualifications

Knowledge:

4-6 years of previous banking experience and previous treasury management preferred. A basic knowledge of cash management principles and treasury management products is preferred.  A working knowledge of payment systems and regulations is preferred.  Working knowledge of financial statements strongly preferred. 

Skills:              

Excellent sales, communication, presentation, customer service, and problem-solving skills required.  Strong analytical and negotiating skills also required.  Demonstrated organizational skills and detail-orientation is required. Should demonstrate a reasonable proficiency in computer applications to include MS Office.

Abilities:          

Demonstrated ability to develop and cultivate strong working relationships.  Must be able to provide consultative advice and be seen as a subject matter expert.  Ability to work under tight deadlines with competing priorities.  Able to communicate effectively with people at all levels and effectively communicate information clearly through all media channels.

Education:          

Associate degree required.

Bachelor’s degree in Finance, Business, or Accounting strongly preferred.

Professional designation in treasury management, such as CTP and/or AAP strongly preferred.

A combination of education and experience will be considered.

Travel

Required 25-50% of the time around Williamsburg, Hampton Roads, and Fredericksburg/Northern Neck markets for client, prospect, and internal meetings for business development purposes.  Travel to and from Operations Center located in Toano, Virginia will be required on occasion.

Physical demands:  

Employee may experience the following physical demands for extended periods of time: view computer monitors, keyboarding, sitting, motion of fingers/hands/wrists, and standing/walking

Work Environment: 

Work is performed in an office environment.