Strategic Treasury Management Sales Consultant

Cb&S Bank; Roebuck Crest Estates (AL); On-site; USD 65,000 - 90,000; Full time

Job summary

Cb&S Bank in Alabama seeks a Treasury Management Sales Consultant I to develop new TM business and expand existing client relationships. You will work with Bankers and Market Leaders to identify opportunities and close sales, promoting TM services in the local community.

The role requires a bachelor's degree (preferred), at least five years in treasury management or banking, and strong communication and leadership skills. Travel may be required to serve clients and attend events.

Qualifications

• Bachelor's degree preferred.
• Minimum 5 years in treasury management, banking, sales, or other commercial-client facing role.
• Proficiency with Microsoft Outlook, Word, Excel and PowerPoint.
• Knowledge of TM products and services, bank operations, and basic accounting.
• Strong communication, leadership, and organizational skills.

Responsibilities

• Develop a goal oriented sales process using CRM and tracking.
• Promote TM at meetings and events to uncover new opportunities.
• Train bankers and provide support for business development and client retention.
• Analyze client databases to identify cross-sell opportunities.
• Consult with clients on Treasury Management needs and propose solutions.
• Prepare TM proposals and required documentation for implementation.
• Deliver documentation to Treasury Management Specialists for onboarding.
• Perform annual client reviews to identify enhancements.

Skills

CRM 360

MS Office

Communication

Leadership

Time management

Education

Bachelor's degree (preferred)

Tools

Microsoft Outlook

Microsoft Word

Microsoft Excel

PowerPoint

Job description

Cb&S Bank in Alabama seeks a Treasury Management Sales Consultant I to develop new TM business and expand existing client relationships. You will work with Bankers and Market Leaders to identify opportunities and close sales, promoting TM services in the local community.

The role requires a bachelor's degree (preferred), at least five years in treasury management or banking, and strong communication and leadership skills. Travel may be required to serve clients and attend events.