Treasury Growth & Relationship Advisor

GBANK; Spring Valley (NV); On-site; USD 75,000 - 110,000; Full time

Job summary

GBANK is seeking a Treasury Management Advisor to drive growth by promoting and selling Treasury Management products and services. You will build strong client relationships, identify cross-sell opportunities, and collaborate with the Treasury Management team to enhance offerings and customer experience.

The role emphasizes sales leadership, relationship management, and strategic market analysis while delivering superior service and meeting targets in a fast-paced bank environment.

Qualifications

• Associates degree or 4 years of related sales experience.
• Proven track record of achieving sales targets and growing client relationships.
• Strong knowledge of Treasury Management products preferred.
• Excellent communication and negotiation skills.
• Ability to multitask and attention to detail.
• Experience with CRM software, Excel, and Word.

Responsibilities

• Drive the sales of Treasury Management products and services.
• Develop relationships with key decision-makers.
• Conduct sales presentations and training sessions for clients.
• Serve as primary client contact and ensure satisfaction.
• Identify cross-sell opportunities and collaborate across departments.
• Maintain client records and sales pipeline.
• Stay informed on industry trends and product knowledge.
• Participate in special projects supporting sales objectives.

Skills

Sales targets

Relationship management

Communication skills

Negotiation

Multitasking

Attention to detail

CRM familiarity

Education

Associates degree or equivalent

Tools

CRM software

Microsoft Excel

Microsoft Word

Job description

GBANK is seeking a Treasury Management Advisor to drive growth by promoting and selling Treasury Management products and services. You will build strong client relationships, identify cross-sell opportunities, and collaborate with the Treasury Management team to enhance offerings and customer experience.

The role emphasizes sales leadership, relationship management, and strategic market analysis while delivering superior service and meeting targets in a fast-paced bank environment.