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