| Location: |
CA-San Francisco Down Town San Francisco
West Coast (CA, OR, WA, AK & HI) |
| Salary Range: |
80k-120k DOE |
| Bonus & Incentives: |
Yes |
| Position Responsibilities: |
This position manages, sells, installs and supports Treasury Management products, including: sales calls, demonstrations, product training/education, correspondence, and technical support for existing and potential clients. |
| Education and Certifications/Licenses: |
Bachelors |
| Mandatory Minimum Qualifications: |
Familiarity with various Treasury Management products such as lockbox, ACH, positive pay, online banking, sweeps, remote deposit, and web-based information reporting and disbursement services.
• Strong understanding of accounting and technology as it relates to a company’s financial operations.
• Demonstrated ability to lead and/or conduct effective training to internal banking partners, clients and prospects.
• Ability to multi-task implementations and client demands.
• Ability to simultaneously work independently and as a member of a functional team.
• Meets established deadlines for assigned projects with minimal supervision.
• A firm understanding of banking regulations and compliance preferred.
• Excellent verbal and written communication, presentation and interpersonal skills required with an intermediate proficiency in Microsoft Office products |
| Preferred Qualifications: |
Skills and Responsibilities:
• Ability to effectively utilize consultative and strategic solutions selling skills.
• Provide excellent client service by addressing clients’ and prospects needs, concerns and inquiries regarding services offered, products, fees and operational questions.
• Conduct demonstrations and provide technical support to potential and current clients and Bank employees.
• Interacts directly with internal banking partners and clients to effectively provide a superior level of client service.
• Call on potential Treasury Management clients, responds in writing to formal and informal requests for proposal, and prepares pro-forma pricing and cost-benefit analysis.
• Keep informed of current activities in the Treasury Management field, help identify deficiencies, make recommendations, and implement new products.
• Meet periodically with existing clients to ensure proper servicing of accounts, resolve complex operational issues/concerns, and to expand existing business relationships.
• Serve as liaison between current and potential clients and the Bank to resolve questions regarding Treasury Management products/services.
• Participate in industry specific trade organizations. |
| Additional Comments: |
|
| Benefits: |
Great
|
| Overnight Travel: |
None Listed |
| Relocation Assistance: |
No |
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