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- Source new business opportunities using strong networking and prospecting skills focused on growing business deposit balances and treasury management revenue.
- Participate in joint-calling efforts with Business and Private Banking to support their business development efforts and provide a member experience focused on the entire relationship.
- With a sense of urgency, create and deliver professional sales presentations and recommend solutions based on member need.
- Proactively manage a portfolio of treasury management members; perform annual relationship review meetings; uncover and refer additional business as required.
- Develop solid, collaboratively focused relationships with internal sales support teams to deliver an outstanding member experience to our members.
- Stay abreast of industry and treasury management-specific trends to ensure a high level of expertise and competitive knowledge.
- Achieve or exceed all assigned sales and revenue goals.
- Assist with research and development of additional market strategies as requested.
- Assist management in the development of new services, modification of existing services.
- Additional duties as assigned.
- Minimum of five (5) years treasury management sales experience with a proven history of sourcing new relationships through joint and individual calling and networking.
- High School diploma required
- Experience with Fiserv Premier / UFS preferred.
- Track record of achieving or exceeding all assigned sales goals.
- Self-motivated with strong sales and business development skills.
- Comprehensive knowledge in all areas of treasury management solutions and operations.
- Strong proactive relationship management skills.
- Demonstrated analytical, prioritization, organizational, presentation and communication skills.
- Demonstrated respect for co-workers; work collaboratively to contribute to a positive work environment.
- Ability to work with limited supervision, manage time, and multitask.
- Working knowledge of computer software (Microsoft Excel; Word; PowerPoint; Outlook)
- Bondable
Sr Treasury Management Specialist - Appleton, United States - Settlers best Credit Union
Description
PRIMARY PURPOSE:The AVP, Treasury Management Specialist / Cash Management Specialist is responsible for the growth of business deposit balances and treasury management revenue through joint calling, networking, and prospecting new business as well as through the retention and expansion of existing relationships.
ESSENTIAL FUNCTIONS: