DescriptionJob responsibilities
- Independently set up and maintain job a standalone client portfolio to deliver appropriate sales target
- Collaborate with PSM on client proposals to identify proper Treasury solutions perform cost and benefit analysis competitive pricing and run profitability models
- Assist with client call preparation by creating relationship review materials pitch books account plans and conducting customer research
- Develop an understanding of clients Treasury cash management structure and objectives
- Coordinate with product partners to develop comprehensive Treasury solutions
- Develop and understand competitors products and positioning within the client & market
- Work with PSMs throughout the sales cycle to manage pipeline and ensure services and pricing are set up timely and accurately
- Collaborate with internal partners to ensure successful implementation product ramp-up and accurate pricing and billing
Required qualifications capabilities and skills
- Bachelors Degree
- 5 years relevant banking and treasury experience
- Time management organizational and planning skills with proven ability to multitask and meet deadlines in a fast-paced environment
- Superior verbal and written communication skills with the ability to mobilize internal networks and resources
- Ability to understand Treasury Solutions products pricing philosophy and billing process and procedures
- Proficiency in Microsoft Office (PowerPoint Excel and Word)
- Ability to develop into an individual sales contributor
Preferred qualifications capabilities and skills
- Interest in working with experienced Treasury partners to recognize a clients cash flow needs and apply appropriate banking solutions
- Sales portfolio management or relationship management experience
- Qualitative and quantitative skills
- Experience in credit analysis with the ability to independently review financial report and extract relevant cash flow info
Required Experience:
IC
DescriptionJob responsibilitiesIndependently set up and maintain job a standalone client portfolio to deliver appropriate sales targetCollaborate with PSM on client proposals to identify proper Treasury solutions perform cost and benefit analysis competitive pricing and run profitability modelsAssis...
DescriptionJob responsibilities
- Independently set up and maintain job a standalone client portfolio to deliver appropriate sales target
- Collaborate with PSM on client proposals to identify proper Treasury solutions perform cost and benefit analysis competitive pricing and run profitability models
- Assist with client call preparation by creating relationship review materials pitch books account plans and conducting customer research
- Develop an understanding of clients Treasury cash management structure and objectives
- Coordinate with product partners to develop comprehensive Treasury solutions
- Develop and understand competitors products and positioning within the client & market
- Work with PSMs throughout the sales cycle to manage pipeline and ensure services and pricing are set up timely and accurately
- Collaborate with internal partners to ensure successful implementation product ramp-up and accurate pricing and billing
Required qualifications capabilities and skills
- Bachelors Degree
- 5 years relevant banking and treasury experience
- Time management organizational and planning skills with proven ability to multitask and meet deadlines in a fast-paced environment
- Superior verbal and written communication skills with the ability to mobilize internal networks and resources
- Ability to understand Treasury Solutions products pricing philosophy and billing process and procedures
- Proficiency in Microsoft Office (PowerPoint Excel and Word)
- Ability to develop into an individual sales contributor
Preferred qualifications capabilities and skills
- Interest in working with experienced Treasury partners to recognize a clients cash flow needs and apply appropriate banking solutions
- Sales portfolio management or relationship management experience
- Qualitative and quantitative skills
- Experience in credit analysis with the ability to independently review financial report and extract relevant cash flow info
Required Experience:
IC
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