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- Use Consultative Selling techniques with clients - prospects in determining what product sets and features best suit the client/prospect requirements.
- Analysis of account activity and balances for proposals, generate proposal, present to client/prospect and close sale.
- Obtain the required service agreements for requested product sets and account documentation.
- Manage the implementation process along with Cash Management/Treasury Solutions Operations.
- Manage overall client satisfaction with regards to Cash Management/Treasury Solutions product/services.
- Support the Retail Bank's efforts in analyzing deposit relationships with both existing and prospective relationships.
- Attend assigned District Sales Manager meetings on at least a monthly basis.
- Follow-up on all Sales calls.
- Work with Territory Sales Managers, District Sales Managers and Commercial Lenders in identifying cash management/treasury solutions opportunities with both existing client base and prospect client base.
- Support the Commercial Bank's efforts in analyzing deposit relationships with both existing and prospective relationship.
- Attend assigned Commercial Bank Team's monthly meetings.
- Follow-up on all Sales calls.
- Responsible for a defined number of Retail Bank Sales Districts and Commercial Bank Sales Territories, which might differ from each other.
- Create monthly sales reports reflecting pipeline of sales activities, new product sets sold, and lost business.
Qualifications
Required Skills:
- Good verbal and written communication skills.
- Must have the skill to review and analyze bank statements and apply the results to specific product sets.
- Proficient knowledge of Excel - PowerPoint for proposal generation.
- Superior sales and service abilities.
Required Experience:
- High School Diploma or GED and a minimum of two (2) years of Cash Management or related sales experience.
- Valid Driver's License.
- Bachelor's Degree preferred.
- General banking knowledge preferred.
- AAFP certification preferred.
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