Treasury Management Sales Representative III

M & T Bank
Baltimore, MD
Mar 15, 2017
Mar 24, 2017
Management, Sales
Full Time
Description:!*!Title: Treasury Management Sales Representative IIILocation: Baltimore, MDBasic FunctionResponsible for developing new treasury management business, expandingexisting business relationships, and servicing the Bank s treasurymanagement clients, including handling high touch Middle Market client accounts.Responsible for working with the larger, more sophisticated businessclients with the most complex treasury needs. Represents thedepartment on division and cross-functional committees.Works closely with Relationship Managers and Unit Managers, as well asclients at the Executive Level. Considered a subject matter expert onTreasury Management product benefits and services with variousindustries and lines of business.Relied upon by management to set the example for and serve as a mentorto other Treasury Management Consultants.Actively participates in financial services organizations, includingthe regional chapter of the Association for Financial Professionals.ResponsibilitiesCall on prospective business clients to develop new treasury managementsales opportunities through a consultative sales approach.Meet with existing business clients to expand relationships and toensure proper servicing of clients. Exhibit ownership of top, complexbusiness relationships within assigned portfolio. Responsible for allphases of sales process from referral through implementation.Analyze client s current treasury management structure and pricing, anddevelop customized solutions to meet the client s needs. Prepare andpresent treasury management presentations and proposals (for bothinternal and external audiences), illustrating customized solutions,industry trends, as well as features and benefits of the recommendedproduct offerings.Develop original treasury management industry and solutionpresentations for self and team to present at external meetings (eg centers of influence, etc.).Act as a partner with Relationship Managers to market treasurymanagement services to clients and prospects. Provide consultativetraining to ensure an understanding of the Bank s product offerings,and communicate product changes and enhancements.Analyze client and prospect pricing structure and make recommendationsto Relationship Managers and management.Assist Regional Treasury Management Sales Manager in executing salesstrategies and in meeting or exceeding departmental goals. Helpidentify team strategies to drive sales efforts.Participate in the development of strategic business plans and salescampaigns for target clients and prospects. Identify opportunities fornew business development.Provide training and mentoring to sales representatives with lessexperience.Participate in division projects as assigned.Nature and ScopeThis position reports to the Treasury Management Regional Sales Managerand is responsible for participating in the development, expansion, andmaintenance of the Bank s Treasury Management business. This positionassists with strategic planning.Works closely with Relationship and line of business managers, as wellas clients at the Executive level.Considered a subject matter expert of Treasury Management productbenefits and services and is a line of business expert for businessunits supported.Supervisory ResponsibilityMay supervise more junior consultants.Basic QualificationsBachelors degree or four (4) years equivalent in work experience inlieu of a degree.Minimum five (5) years Treasury Management sales or relevant sales experience.Proficiency with personal computers as well as pertinent softwarepackages.Strong internal and external relationship building skills.Strong sales aptitude and ability to work with clients at the Executivelevel.Detailed knowledge of industry products and services.Strong analytical skills and the ability to work independently.Customer Service - ability to diagnose and direct support for clientissues.Excellent verbal and written communication skills, with the ability tofunction professionally at levels, eg, clients, management and peerIdeal QualificationsMBA preferred.CTP (Certified Treasury Professional) preferred.About M&TAt M&T, we strive to be the best place our employees ever work, thebest bank our customers ever do business with and the best investmentour shareholders ever make. So when looking to advance your career,look to M&T. As a top 20 US bank holding company and one of the bestperforming regional banks in the country, we offer a wide range ofperformance based career development opportunities for talentedprofessionals. And through our longstanding tradition of careful,conservative and consistent management and a strong commitment to thecommunities we serve, we continue to grow with a focus on the future. #LI-WL1Job:Sales / Client Relationship ManagementLocation: Maryland-BaltimoreRequisition ID: 3DBTK

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