Treasury Management Sales Consultant for Client Growth

The Commerce Bank Northwest

Seattle (WA)

Presencial

USD 92.000 - 131.000

Jornada completa

hace 43 horas
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Ventajas ofrecidas por este puesto de trabajo

Health insurance
Life Insurance
Disability Insurance
Paid Time Off
401(k) with company match
Tuition Reimbursement

Descripción de la vacante

The Commerce Bank Northwest in Seattle is seeking a Treasury Management Sales Consultant. You will service high-value clients, expand relationships, and align treasury products with client needs while coordinating with product/vendor teams.

Responsibilities include onboarding major relationships, addressing issues to resolution, and driving cross-sell opportunities, with a focus on exceptional client service.

Formación

  • Requires a Bachelor's in business, finance or related field and some banking/treasury experience.
  • Basic knowledge of banking, treasury management, products and procedures.
  • Strong sales, client product and relationship management skills.
  • Excellent written and verbal communication; ability to multitask and meet deadlines.

Responsabilidades

  • Provide primary servicing support for portfolio clients of high value, complex Treasury Management relationships.
  • Expand and build relationships; maintain high client satisfaction by generating and servicing treasury needs.
  • Track client issues to resolution and coordinate with other teams for action.
  • Escalate issues as needed with bankers, management and product/vendor teams.
  • Align loan clients with treasury products that fit ongoing needs.
  • Identify other client banking needs and collaborate on cross-sell opportunities.
  • Facilitate onboarding of major client relationships or complex industries.
  • Review sales, service and implementation processes to identify efficiencies.
  • Perform other duties as assigned.

Conocimientos

Sales skills
Relationship management
Communication skills
Multitasking

Educación

Bachelor's degree in business/finance

Herramientas

MS Office

Descripción del empleo

The Commerce Bank Northwest in Seattle is seeking a Treasury Management Sales Consultant. You will service high-value clients, expand relationships, and align treasury products with client needs while coordinating with product/vendor teams.

Responsibilities include onboarding major relationships, addressing issues to resolution, and driving cross-sell opportunities, with a focus on exceptional client service.

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