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.…
What we'd score you on
reqspace match rubricFive dimensions, recruiter-grade. Upload your resume and we'll generate a written explanation of where you fit and where the gaps are.
1
Skills match
For this role: teams
2
Level fit
This role is senior-level. We check your trajectory against it.
3
Domain experience
Your work in the role's domain matters more than your years total. We weight recent and direct experience.
4
Recency
A skill you used last quarter weighs more than one from five years ago. We grade on recency, not lifetime.
5
Location fit
This role is based in Dayton. We weight your proximity and willingness to relocate.
Score yourself on this role.
Free · no card · written explanation included
Skills in this role
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teams
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