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Treasury Management Sales Consultant 3

WFG

Treasury Management Sales Consultant 3

Daly City, CA +1 location
Full Time
Paid
  • Responsibilities

    Job Description

    Treasury Management Sales Consultant 3

    Our client is one of the Largest and Most Reputable Banks in the industry. We are seeking an experienced sales consultant that will be responsible for development and retention of Treasury Management business for an assigned customer base, geographic area, market segment or series of product lines. The position partners with relationship managers in a consultative selling role and is responsible for meeting annual sales activity targets by developing and executing strategy to retain and fully penetrate existing relationships. Develops sales plans for territory and key customers accounts and analyzes customer needs. Provides training on TM products and services to relationship managers as needed. Increased autonomy in managing assigned territory, requiring minimal assistance from management. Actively shared knowledge and market experience with peers, less experienced team members and is a participant in TM initiatives. May also be responsible for mentoring less experienced sales consultants.

    TREASURY MANAGEMENT AND PAYMENT SOLUTIONS:

    • Provides cash management services and digital channel capabilities for customers of Commercial Banking and Corporate & Investment Banking
    • Also serves some Customer and Small Business Banking and Wealth & Investment Management customers as well as Auto Dealer Finance partner relationships in consumer lending.

    REQUIRED QUALIFICATIONS:

    • 7+ Years of experience in one or a combination of the following: sales, business development, or treasury management.

    DESIRED QUALIFICATIONS:

    • STRONG NEGOTIATION AND INFLUENCE SKILLS
    • EXPERIENCE EXCEEDING ESTABLISHED SALES AND CUSTOMER SATISFACTION GOALS
    • EXCELLENT VERBAL, WRITTEN, AND INTERPERSONAL COMMUNICATION SKILLS
    • STRONG PRESENTATION SKILLS
    • ABILITY TO DELIVER DYNAMIC PRESENTATIONS TO BUSINESS CLIENTS
    • TREASURY MANAGEMENT PRODUCT OR SERVICES SALES EXPERIENCE
    • ACTIVE CTP DESIGNATION

    Company Description

    Our purpose is to help people embrace today and confidently pursue tomorrow. That’s why we provide an environment focused on openness, inclusion, trust and respect. Here, you’ll discover our expansive range of roles, and a company where we aim to help turn your passion into a financially rewarding career.

  • Locations
    Daly City, CA • San Francisco, CA