Treasury Solutions Consultant
Posted
Summary
Consultative sales role at City Bank in Houston: selling Treasury Management services to commercial and middle-market companies — prospecting, proposals and demos, managing the full sales cycle alongside lenders, and supporting client onboarding and growth of business service charges.
The Treasury Consultant position is a sales role responsible to develop marketing plans, customer calling and sales of commercial banking products targeted toward the Commercial & Middle Market sized companies.
Essential Duties:
Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
- Partners with lenders and other banking personnel to sell Treasury Management services to clients and prospects and develop/execute on annual sales plan for each banker’s portfolio; joint calling, relationship planning, market events (as applicable).
- Develops new Treasury Management business by analyzing market research data and current customer data from internal systems to develop a list of prospects and/or cross sell opportunities.
- Prepares and presents comprehensive sales proposals and presentations/demos to clients in addition to participating and leading product training for various audiences.
- Pre-call and post call imbedded in sales process consistently.
- Manages all elements of the Treasury Management sales cycle to include business development, prospect qualification, needs analysis, and close.
- Acts in role of business service charge captain to train, support and target growth of business service charges for the bank.
- Responsible for business relationship management of all Treasury Management products. Works closely with Treasury Solutions Client Support to implement new services and resolve any issues.
- Partners and supports identification of product improvements/solutions and communicating same to Sales Leader.
- Prepares statement Proforma and sales proposals after detailed needs assessment. Consultative sales approach is critical to selling the value of a relationship with the bank. Maintains strong consultative relationship with clients, particular emphasis on key client base to ensure the growth of the business service charge portfolio of the bank.
- Tracks pipeline and sales activity to report results on a monthly basis.
- Completes annual trainings as assigned and keeps up-to-date knowledge of BSA as it relates to the job function.
- Performs other duties as assigned.
Equal Opportunity Employer/Veterans/Disabled