Senior Treasury Management Sales Officer at First Commonwealth Bank in Pittsburgh, PA
Consults with and supports business clients in order to provide the right treasury management solutions for their unique needs. Using strong relationship-building skills, develops trust and confidence through product knowledge and by demonstrating the benefits of accelerating the collection of receivables, managing disbursements, combating check fraud, utilizing excess cash, accessing information, and simplifying their banking. Manages a typical portfolio of treasury management clients with annual fee income of $1.0 million or greater. Generates year-over-year growth in treasury management fee income and deposit balances, and meets annual goals established by management. Assumes a leadership role and acts as a mentor to Treasury Management Sales Officers and Treasury Management Sales Associates. Essential Job Responsibilities__________________________________ 1. Acts as primary Treasury Management representative to assigned accounts. 2. Consults with and supports business clients in order to provide the right treasury management solutions for their unique needs through:
a. In depth discussions to uncover pain points b. Analysis of cash flow needs c. Performing relationship reviews 3. Cultivates new business from existing and potential clients and cross-sells in order to meet client needs and deepen relationships. 4. Using strong relationship-building skills, develops trust and confidence through product knowledge and by demonstrating the benefits of accelerating the collection of receivables, managing disbursements, combating check fraud, utilizing excess cash, accessing information, and simplifying their banking. 5. Negotiates with clients to obtain optimal terms and conditions. Seeks additional approvals/exceptions as needed. 6. Manages a typical portfolio of treasury management clients with annual fee income of $1.0 million or greater. 7. Generates year-over-year growth in treasury management fee income and deposit balances, and meets annual goals established by management. 8. Assumes a leadership role by acting as a mentor and/or team leader to Treasury Management Sales Officers and Treasury Management Sales Associates. 9. Develops new treasury management opportunities through strong collaborative partnerships across the organization (i.e., Branch Network, Wealth Management, First Commonwealth Insurance Agency). 10. Collaborates with Corporate and Business Bankers, Office Managers, Customer Service and Operations, and supports joint calling efforts. 11. Identifies new product/service needs. 12. Validates the profitability of treasury management relationships by routinely monitoring competitive pricing, market conditions, exception pricing/parameters and waivers. 13. Continuously strives to build upon knowledge and enhance sales and relationship management skills. 14. Grows and strengthens Centers of Influence by participating in various community activities, civic and charitable organizations. 15. Prospects for new business by personally contacting existing client, bank clients without treasury management solutions, and businesses without a current banking relationship. 16. Provides sales information on a timely basis to be included as part of client service and sales performance reports. 17. Monitors individual sales performance versus objective on a regular basis; discusses the performance with appropriate supervisor on a frequent basis. 18. Maintains a thorough knowledge of the features and benefits of all corporate banking products and services. 19. Assists client in obtaining specialized services from other bank departments as necessary; provides help to clients with specific inquiries or service problems. Bona Fide Occupational Qualifications___________________________ 1. A Bachelor's degree in Business or Finance related field, and/or equivalent experience 2. A minimum of five (5) years Commercial Banking experience with proven treasury management sales experience. 3. Exceptional leadership and communication skills with the ability to influence others, as well as strong computer and analytical skills are necessary 4. Certified Treasury Professional Certification preferred
Salary Range:
$80K -- $100K
Minimum Qualification
Account Management, Sales Management & Operations, Accounting, Corporate FinanceEstimated Salary: $20 to $28 per hour based on qualifications.
a. In depth discussions to uncover pain points b. Analysis of cash flow needs c. Performing relationship reviews 3. Cultivates new business from existing and potential clients and cross-sells in order to meet client needs and deepen relationships. 4. Using strong relationship-building skills, develops trust and confidence through product knowledge and by demonstrating the benefits of accelerating the collection of receivables, managing disbursements, combating check fraud, utilizing excess cash, accessing information, and simplifying their banking. 5. Negotiates with clients to obtain optimal terms and conditions. Seeks additional approvals/exceptions as needed. 6. Manages a typical portfolio of treasury management clients with annual fee income of $1.0 million or greater. 7. Generates year-over-year growth in treasury management fee income and deposit balances, and meets annual goals established by management. 8. Assumes a leadership role by acting as a mentor and/or team leader to Treasury Management Sales Officers and Treasury Management Sales Associates. 9. Develops new treasury management opportunities through strong collaborative partnerships across the organization (i.e., Branch Network, Wealth Management, First Commonwealth Insurance Agency). 10. Collaborates with Corporate and Business Bankers, Office Managers, Customer Service and Operations, and supports joint calling efforts. 11. Identifies new product/service needs. 12. Validates the profitability of treasury management relationships by routinely monitoring competitive pricing, market conditions, exception pricing/parameters and waivers. 13. Continuously strives to build upon knowledge and enhance sales and relationship management skills. 14. Grows and strengthens Centers of Influence by participating in various community activities, civic and charitable organizations. 15. Prospects for new business by personally contacting existing client, bank clients without treasury management solutions, and businesses without a current banking relationship. 16. Provides sales information on a timely basis to be included as part of client service and sales performance reports. 17. Monitors individual sales performance versus objective on a regular basis; discusses the performance with appropriate supervisor on a frequent basis. 18. Maintains a thorough knowledge of the features and benefits of all corporate banking products and services. 19. Assists client in obtaining specialized services from other bank departments as necessary; provides help to clients with specific inquiries or service problems. Bona Fide Occupational Qualifications___________________________ 1. A Bachelor's degree in Business or Finance related field, and/or equivalent experience 2. A minimum of five (5) years Commercial Banking experience with proven treasury management sales experience. 3. Exceptional leadership and communication skills with the ability to influence others, as well as strong computer and analytical skills are necessary 4. Certified Treasury Professional Certification preferred
Salary Range:
$80K -- $100K
Minimum Qualification
Account Management, Sales Management & Operations, Accounting, Corporate FinanceEstimated Salary: $20 to $28 per hour based on qualifications.
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