Treasury Solutions Consultant II

Job description

SUMMARY: A Treasury Solutions Consultant independently manages a portfolio of clients with complex treasury solution needs. A Treasury Solutions Consultant is also responsible for growing the portfolio via new client acquisition and cross-selling opportunities. ESSENTIAL DUTIES AND RESPONSIBILITIES include the following. Other duties and special projects may be assigned. - Mines internal data to generate sales opportunities requiring in-depth knowledge of banking and treasury products and services. - Develops detailed account plans for clients/prospects within assigned client group to identify key retention, cross-selling and new client acquisition opportunities. - Assesses client needs, identifying and evaluating solutions based on cost/benefit analyses. - Pursues client prospect opportunities outside of the portfolio. - Demonstrates industry leadership through involvement in relevant trade associations and/or public speaking opportunities. - Coordinates and directs treasury solutions for clients to include development of new treasury business, expansion of existing business relationships and maintaining current client relationships. - Utilizes extensive working capital management...