Treasury Management Specialist Sr

Daytononsitesenior

Posted today · via Workday

About this role

Description Summary: The Treasury Management Specialist Sr 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.…

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reqspace match rubric

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1

Skills match

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2

Level fit

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3

Domain experience

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4

Recency

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5

Location fit

This role is based in Dayton. We weight your proximity and willingness to relocate.

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