Treasury Management Advisor II

The Treasury Management Advisor II acquires and develops new profitable and quality treasury management relationships. Also, retains and deepens existing customer relationships.

Duties & Responsibilities

• Sales
• Prospecting
• Product pricing and structuring
• Customer proposals
• Proactively builds internal relationships with regional partners and relationship managers to drive TM opportunities
• Cross sells other bank products, and stays current on competitor offerings to suggest product improvements
• Proactive management of Banker relationship, including routine 1:1's, development and execution of relationship plans, pipeline reviews, pre-call plans, partner plans, and joint calling
• Responsible for maintaining and managing to weekly and monthly sales results and ensure the timely entering of weekly data and monitor for accuracy
• Assists in outbound c...