Treasury Management Specialist Sr - Dallas, TX

Job description

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. Basic Qualifications: - Three or more years banking experience with a focus on treasury management/cash management - Bachelor’s Degree or the equivalent experience of 4 or more years in banking and/or Treasury Management in lieu of degree Preferred Qualifications: #LI-OnSite Exempt Status: (Yes = not eligible for overtime pay) ( No = eligible for overtime pay) Yes - General knowledge of a wide variety...