Treasury Solutions Sales Advisor (Commercial Deposits)

Sunwest Bank; Scottsdale (AZ); On-site; USD 100,000 - 140,000; Full time

Job summary

Sunwest Bank seeks a Treasury Management Sales Specialist to drive new business by selling treasury services and consulting with the Relationship Management team. You will analyze client needs, draft pricing scenarios, and present proposals to fit each client.

You will support RM teams, maintain a robust sales pipeline, and ensure compliance with banking regulations while delivering onboarding for new clients.

Qualifications

• 5 years of related Treasury Management experience and/or training.
• Some knowledge of related state and federal banking compliance regulations.
• Exceptional verbal, written and interpersonal communication skills.
• Ability to work with no supervision while performing duties.
• Ability to deal with complex problems involving multiple facets and variables.

Responsibilities

• Generate new business by identifying market opportunities through cold calls, warm leads & referrals.
• Drive new sales opportunities by determining client needs and cross-selling treasury products and services to internal & external clients.
• Maintain active sales pipeline and provide real time updates available tools.
• Provide support to the RM group to educate and sell additional products to clients via onsite and telephonic meetings.
• Maintain relevant working knowledge of industry practices pertaining to the full suite of products and services offered.
• Handle in-bound customer service inquiries, training and support requests pertaining to Treasury Management & Internet Banking products and services.
• Reviews and ensures the completeness, accuracy and adequacy of signed customer agreements, maintenance requests and cancellation forms.
• Understand and comply with requirements of all laws and regulations applicable to the position.
• Complete new client setup and/or deletion requests and client training in all related products and services.
• Assist in fulfilling the department’s audit requirements and ensure the implementation and completion of agreed audit recommendations.
• Provide support to Bank employees in all areas of Electronic Banking and Treasury Management products and services.
• Serve as a subject matter expert on system capabilities, client onboarding process & worksheets and bank agreements related to Treasury Management services.

Skills

Treasury Management

Sales

Client relationship

Pricing analysis

Cross-selling

Job description

Sunwest Bank seeks a Treasury Management Sales Specialist to drive new business by selling treasury services and consulting with the Relationship Management team. You will analyze client needs, draft pricing scenarios, and present proposals to fit each client.

You will support RM teams, maintain a robust sales pipeline, and ensure compliance with banking regulations while delivering onboarding for new clients.