Treasury Management Sales Rep III

M&T Bank
Baltimore, MD
Jun 16, 2017
Jun 21, 2017
Management, Sales
Full Time
Title: Treasury Management Sales Representative IIILocation: Baltimore, MDBasic Function: Responsible for developing new treasury management business, expanding existing business relationships, and servicing the Bank's treasury management clients, including handling high touch client accounts in the Baltimore area. Responsible for working with the larger, more sophisticated business clients with the most complex treasury needs. Represents the department on division and cross-functional committees. Works closely with Relationship Managers and Unit Managers, as well as clients at the Executive Level. Considered a subject matter expert on Treasury Management product benefits and services with various industries and lines of business. Relied upon by management to set the example for and serve as a mentor to other Treasury Management Consultants. Actively participates in financial services organizations, including the regional chapter of the Association for Financial Professionals. Responsibilities:Call on prospective business clients to develop new treasury management sales opportunities through a consultative sales approach. Meet with existing business clients to expand relationships and to ensure proper servicing of clients. Exhibit ownership of top, complex business relationships within assigned portfolio. Responsible for all phases of sales process from referral through implementation. Analyze client's current treasury management structure and pricing, and develop customized solutions to meet the client's needs. Prepare and present treasury management presentations and proposals (for both internal and external audiences), illustrating customized solutions, industry trends, as well as features and benefits of the recommended product offerings. Develop original treasury management industry and solution presentations for self and team to present at external meetings (eg centers of influence, etc.). Act as a partner with Relationship Managers to market treasury management services to clients and prospects. Provide consultative training to ensure an understanding of the Bank's product offerings, and communicate product changes and enhancements. Analyze client and prospect pricing structure and make recommendations to Relationship Managers and management. Assist Regional Treasury Management Sales Manager in executing sales strategies and in meeting or exceeding departmental goals. Help identify team strategies to drive sales efforts. Participate in the development of strategic business plans and sales campaigns for target clients and prospects. Identify opportunities for new business development. Provide training and mentoring to sales representatives with less experience. Participate in division projects as assigned. Nature and Scope:This position reports to the Treasury Management Regional Sales Manager and is responsible for participating in the development, expansion, and maintenance of the Bank's Treasury Management business. This position assists with strategic planning. Works closely with Relationship and line of business managers, as well as clients at the Executive level. Considered a subject matter expert of Treasury Management product benefits and services and is a line of business expert for business units supported. Minimum Qualifications Required: Bachelors' degree or four (4) years equivalent in work experience in lieu of a degree. Minimum five (5) years Treasury Management sales experience. Proficiency with personal computers as well as pertinent software packages. 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 client issues. Excellent verbal and written communication skills, with the ability to function professionally at levels.Ideal Qualifications Preferred:MBA preferred. CTP (Certified Treasury Professional) preferred. Strong internal and external relationship building skills. Strong sales aptitude and ability to work with clients at the Executive level.About M&T At M&T, we strive to be the best place our employees ever work, the best bank our customers ever do business with and the best investment our 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 best performing regional banks in the country, we offer a wide range of performance based career development opportunities for talented professionals. And through our longstanding tradition of careful, conservative and consistent management and a strong commitment to the communities we serve, we continue to grow with a focus on the future.Job Posting: May 2, 2017, 9:12:28 PM Unposting Date: Ongoing

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