CRB Treasury Mgmt Specialist - Dallas or Austin, TX

Job description

Description Summary: The Treasury Management Specialist is responsible for the identification and execution of cross-sales across an existing Business Banking Treasury Management portfolio. Duties & Responsibilities: - Compiles data for TM Sales Advisors, completed relationship reviews, and pro-forma pricing analyses and handles client's sales needs. - May have direct responsibility across a certain portion of an Advisor's portfolio. - Direct sales via telephone as well as individual and joint calls with advisors and/or Relationship partners is required. Minimal travel may be required. - Responsible for contributing to team revenue goals through identified sales opportunities. - Must be able to independently manage workflow and expectations of the role with little oversight. - Proactively manage portfolio and all risk related and pricing activities. - Responsible for executing and accurately completing special projects, as assigned, by expected deadlines. - Performs other duties as assigned. Basic Qualifications: - Bachelor's Degree in Business, Finance or related discipline or the equivalent experience of five (5) years of experience in banking and / or Treasury in lieu of degree....