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Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in Treasury Management products and services, with a strong ability to generate referrals and drive sales in business banking. Proficient in identifying market trends and cash flow opportunities to enhance client efficiencies and revenue generation.
Highest-signal resume keywords
Treasury Management ExpertiseSales and Referral GenerationClient Relationship ManagementMarket Trend AnalysisMicrosoft Office Proficiency
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Treasury Management ProductsCommercial Banking ServicesCash Flow AnalysisSales Pipeline ManagementRisk Identification
Soft Skills
Interpersonal SkillsNetworking AbilityInfluencing SkillsEffective Communication
Tools & Technologies
Microsoft WordMicrosoft ExcelMicrosoft PowerPoint
Certifications & Qualifications
Certified Treasury Professional (CTP)Certified Cash Management (CCM)
Industry Keywords
Banking ExperienceCommercial ServicesMarket DynamicsCross-Sale RevenueClient Efficiencies
About the role
Key responsibilities & impact- Generate and respond to referrals for treasury management and payables sales activity
- Serve as a subject matter expert introducing products and services to business banking and practice solutions clients
- Partner with business banking relationship officers to identify, target, and build Treasury Management opportunities
- Meet or exceed established referral, sale, and cross-sale revenue goals
- Manage pipeline accuracy
- Maintain knowledge of bank products and services to support prospects and clients
- Identify market dynamics and communicate new products, services, and trends to management
- Identify working cash flow opportunities and position bank products and services to improve client efficiencies and generate fee income
- Demonstrate services through personal meetings and coordinated multi-product sales presentations
- Represent Treasury Management in internal and external settings and build brand awareness
- Attend sales meetings and contribute as appropriate
- Perform other duties as assigned
Requirements
What you’ll need- 3+ years banking experience
- 2+ years in selling or supporting commercial or treasury services
- Ability to prospect, network & influence at various levels within a company and with clients
- Effective interpersonal skills to partner across lines of business and with clients
- Knowledge of Treasury Management products and services, corporate card and impacts on clients cash flow process
- Knowledge of credit and operational risks; ability to identify and alert team of potential exposure
- Knowledge of market/industry trends
- Excellent written and verbal communication skills
- Proficiency in Microsoft products (Word, Excel, PowerPoint)
- Bachelor’s degree (bonus points)
- Certified Treasury Professional (CTP) (bonus points)
- Certified Cash Management (CCM) (bonus points)
Benefits
Comp & perks- Paid Time Off
- 401(k) matching program
- Annual incentive pay
- Paid holidays
- Comprehensive company sponsored benefit plan including medical, dental, vision, and other insurance coverage
- Health savings, flexible spending, and dependent care accounts
- Adoption assistance
- Employee assistance program
- Fitness reimbursement
- Tuition reimbursement
- Associate wellbeing program
- Associate emergency fund
- Various associate banking benefits