Treasury Management Solutions Leader

BDS Yarmouth & Choate; Nashville (TN); On-site; CAD 173,033 - 256,089; Full time

Benefits offered by this job

Medical insurance

Vision insurance

401(k)

Disability insurance

Job summary

A financial services company is seeking a Treasury Management Solutions Leader to manage client relationships and oversee solutions that improve working capital. Candidates should have extensive Treasury Management experience, exceptional communication skills, and the ability to work in cross-functional teams. This role offers a competitive salary between $125,000 and $185,000, along with additional compensation options.

Qualifications

• Six or more years of Treasury Management experience with a focus in Sales and/or Product Management required.
• Thorough understanding of how Treasury Management solutions help clients improve working capital.
• Ability to consult with clients to identify opportunities.
• Excellent oral and written communication skills.

Responsibilities

• Identify prospects and clients with cash management needs.
• Manage and cross sell to a portfolio of existing clients.
• Develop deep understanding of clients' financial processes.
• Maintain and enhance industry knowledge through conferences.

Skills

Treasury Management experience

Sales and Product Management

Consultative skills

Cross-functional teamwork

Communication skills

Proficiency in MS Office

Job description

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BDS Yarmouth & Choate provided pay range

This range is provided by BDS Yarmouth & Choate. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more.

Base pay range

$125,000.00/yr - $185,000.00/yr

Additional compensation types

Annual Bonus, Commission, and Sign-on bonus

Treasury Management Solutions Leader

Will be fully responsible for identifying prospects and clients with cash management needs and selling appropriate solutions to meet the clients' needs. Serve as integral member of the client management and cash management team and partner extensively with a large number of internal and external clients. This include key internal referral sources!

Manage and cross sell to a portfolio of existing clients. Primarily responsible for clients with standard to moderately complex cash management needs.

Treasury Management Solutions Leader

Generate Treasury Management revenue for assigned solution sets within assigned territories. Working closely with peers, identify solutions to support the needs of clients and prospects. Responsible for involvement in sales planning, marketing initiatives, and product development/enhancement deployment. Develops detailed understanding about a clients financial and operational processes, key decision criteria, technology, and the competition in support of delivering powerful proposals and presentations resulting in winning new business.

* Demonstrate proficiency in assigned Treasury Management solutions.

* Develop and execute plan to achieve revenue goal.

* Assist on Treasury Management opportunities including solution development and pricing recommendations.

* Act as liaison between Treasury Management , Product, Operations and IT to define and present the best solution to the client.

* Have detailed understanding of how solutions impact the client's working capital.

* Ability to match client needs with bank solutions and to articulate the solutions to clients.

* Provide business process consultation to clients and prospects to identify opportunities.

* Identify opportunities to broaden product feature/functionality based on market and competitive intelligence.

* Maintain and enhance industry knowledge via conferences, industry periodicals, market segment studies, focus groups, etc.

* Create bank brand awareness through speaking at industry forums.

* Demonstrate all key Treasury Management solutions to clients.

* Maintain standard R.F.P. responses.

* Maintain pipeline to support financial and resource forecasting.

* Identify opportunities in Sales pipeline and manage then through closure.

Treasury Management Solutions Leader

Qualifications

* Six or more years of Treasury Management experience with a focus in Sales and/or Product (Commercial Card) Management required.

* Thorough understanding of how Treasury Management solutions help clients improve working capital.

* Ability to consult with clients to identify opportunities.

* Ability to work with cross-functional teams.

* Excellent oral and written communication skills.

* Proficiency in MS Office tools.

Seniority level

• Seniority level

  Director

Employment type

• Employment type

  Full-time

Job function

• Job function

  Business Development, Management, and Strategy/Planning

• Industries

  Banking and Financial Services

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Inferred from the description for this job

Medical insurance

Vision insurance

401(k)

Disability insurance

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