- Generate leads that convert to new client relationships
- Work closely with commercial banking teams to meet clients' treasury management needs
- Serve as the primary relationship manager for assigned deposit-rich clients
- Drive sales growth by identifying opportunities, designing tailored strategies, and building strong networks of business owners and referral sources
- Leverage CRM tools to capture key prospects and referral source information for pipeline management
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commercial treasury sales professional - Edina - beBeeTreasuryManager
1 day ago
Job title: Treasury Management Sales
Description
Job Description
This role focuses on developing and executing a robust sales strategy to drive new business growth through referral networks and prospect pipelines.
The ideal candidate will leverage treasury management products and services to meet clients' financial needs, optimize cash flow, and strengthen long-term relationships.
Accountabilities:
prescribe: '
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