Description
Summary:The Treasury Management Specialist provides comprehensive sales support and sales analysis for the Treasury Management Sales Advisor.


Duties & Responsibilities:

+ Compiles data for Sales Advisors, creating RFP’s, proposals and pro-forma pricing analyses and handling client’s sales needs if an advisor is not available.

+ Direct sales via telephone as well as joint and individual calls with advisors and or RM/BB partners.

+ Responsible for contributing to team revenue goals

+ Responsible for the identification and execution of cross-sales across an existing Treasury Management portfolio.

+ May have direct responsibility across a certain portion of an Advisor’s portfolio.

+ Coaches, counsels and mentors other Sales Specialists.

+ Performs other duties as assigned.


Basic Qualifications:
+ Bachelor's Degree in Business, Finance or related discipline or...