Treasury Management Specialist

Description
Summary:

The Treasury Management Specialist is responsible for the identification and execution of cross-sales across an existing Business Banking Treasury Management portfolio.Duties & Responsibilities:

+ Compiles data for TM Sales Advisors, completed relationship reviews, and pro-forma pricing analyses and handles client's sales needs.

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

+ Direct sales via telephone as well as individual and joint calls with advisors and/or Relationship partners is required. Minimal travel may be required.

+ Responsible for contributing to team revenue goals through identified sales opportunities.

+ Must be able to independently manage workflow and expectations of the role with little oversight.

+ Proactively manage portfolio and all risk related and pricing activities.

+ Responsible for executing and accurately completing special ...

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