Treasury Management Sales Resume Samples

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E Brown

Eliane

Brown

974 Braun Turnpike

Phoenix

+1 (555) 326 5007

974 Braun Turnpike

Phoenix

Phone

p +1 (555) 326 5007

Experience Experience

Houston, TX

Treasury Management Sales Assistant

Houston, TX

Borer Inc

Houston, TX

Treasury Management Sales Assistant

Performs daily operational tasks for various Treasury Management products
Assists treasury management sales consultants with implementation coordination for new and existing clients and may accompany them on occasional sales calls
Responsible for assisting customers and bank personnel with inquiries on Treasury Management products and services
Partners with Treasury Management Sales on the implementation of new products and services as well as maintaining and modifying existing services
Trains customers and provides technical support for internet banking and other online products
Knowledge of Treasury Management operational procedures, practices and policies
Cross-sells treasury management services by phone and follows up on sales referrals from stores and commercial bankers

Phoenix, AZ

Treasury Management Sales Consultant

Phoenix, AZ

Jacobs, Kassulke and Kuphal

Phoenix, AZ

Treasury Management Sales Consultant

At the direction of the Regional Sales Manager, execute marketing strategies to support Bank goals
Monitor industry trends and competitive practices, including the impact of technology and regulatory and legislative changes on products and services
Facilitate the implementation and/or modification of new and existing services to maintain and fine tune the client’s treasury management system
Proficient in word processing, spreadsheet, and industry specific software applications
May perform other duties as assigned
Prepare written proposals and sales presentations to strengthen customer relations and develop new business relationships. Complete all pipeline, activity, and sales reports in an accurate, timely manner and in accordance with bank/regulatory guidelines
Lead in the sale of treasury management products within the bank

present

Boston, MA

Treasury Management Sales Associate

Boston, MA

Lehner-Sanford

present

Boston, MA

Treasury Management Sales Associate

present

Assist team in providing training and market support to the relationship management team
Provide sales and service support directly to external clients, Cash Management and Merchant Services sales officers in a timely fashion
Profile clients and prospects for new Treasury Management sales opportunities and also provide some training on new products or services
Assisting in preparation of new proposals and Treasury Management Reviews
Provide clear and tailored client training, and implementation assistance both virtually and on site
Perform routine maintenance on accounts: i.e.: Online Banking addition of accounts and Work Around Requests
Perform monthly special pricing review for cash management clients

Education Education

Bachelor’s Degree in Finance

Pepperdine University

Bachelor’s Degree in Finance

Skills Skills

Basic knowledge of applicable products, services and operations
Demonstrates the ability to learn rapidly and adapt quickly to new processes and technology
Knowledge and ability to use various PC and Internet-based systems
Thorough knowledge of applicable products, services and operations
Proficient computer skills, especially Microsoft Office applications
Advanced knowledge of treasury management products
Ability to resolve complex problems with limited guidance
Excellent verbal and written communication skills
Excellent presentation, verbal and written communication skills
Excellent customer service/relations skills

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5 Treasury Management Sales resume templates

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Treasury Management Sales Associate Resume Examples & Samples

Three to five years of sales experience in the commercial banking industry
Advanced knowledge of treasury management products
Thorough knowledge of the organization and its products, services and operations
Excellent presentation, verbal and written communication skills

Treasury Management Sales Associate Resume Examples & Samples

One to three years of clerical and customer service experience in the financial services industry
Thorough knowledge of applicable products, services and operations
Ability to resolve complex problems with limited guidance
Hogan, SAR and Vector experience preferred

Treasury Management Sales Associate Resume Examples & Samples

Six months to one year of clerical and customer service experience in the financial services industry
Basic knowledge of applicable products, services and operations
Ability to resolve common problems with limited guidance

Treasury Management Sales Associate Resume Examples & Samples

Implementing new products and services
Occasional visits to client sites for product orientation on our core information reporting platform called iTreasury
Assist in preparation of TM proposals, annual client reviews, and RFP responses
Submit paperwork and communicate back to the client on status of implementation

Treasury Management Sales Specialist Resume Examples & Samples

Effectively educates customers on the features, benefits and value propositions of Treasury
Adheres to Bancorp risk and compliance policies and guidelines
Excellent communication skills with the ability to clearly communicate concepts verbally and in
Ability to consult with clients to identify opportunities, with proven track record of client interaction and
Experience with Microsoft products, such as Word, Excel, Access, and Outlook
High school diploma or equivalent. College degree/actively pursuing college degree (preferred)
Minimum of 2-4 years of banking experience with preferred Treasury Management
One or more years of prior financial services sales experience in a call center environment

Treasury Management Sales Associate Resume Examples & Samples

Minimum 5 years of Treasury Management experience
Insight modeling, financial analysis, and pricing performance knowledge
Initiative and ability to manage multiple tasks
Knowledge and ability to use various PC and Internet-based systems

Treasury Management Sales Assistant Resume Examples & Samples

Assists treasury management sales consultants with implementation coordination for new and existing clients and may accompany them on occasional sales calls
Prepares customized sales proposals, product documentation and generates sales reports
Cross-sells treasury management services by phone and follows up on sales referrals from stores and commercial bankers
Partners with Treasury Management Sales on the implementation of new products and services as well as maintaining and modifying existing services
Ensures that the implementation and delivery of products and services is completed within agreed upon timeframes
Performs daily operational tasks for various Treasury Management products
Responsible for assisting customers and bank personnel with inquiries on Treasury Management products and services
Trains customers and provides technical support for internet banking and other online products
Processes requests for maintenance and modifications to existing products and services
Handles all aspects of the treasury management monthly billing process including the addition, modification and deletion of customer pricing, validation and reporting of treasury management income for both accrual and posting
Monitor exception pricing on analysis accounts and treasury management services, and the payment and allocation of costs associated with treasury management services
Works on assignments that are semi-routine in nature where ability to recognize deviation from accepted practice is required. Normally receives general instructions on routine work, detailed instructions on new assignments
Requires a high school diploma or equivalent
2-3 year’s previous Treasury Management experience or equivalent
Strong customer service experience/skills
Ability to read and write, with basic arithmetic skills
Basic analytical and problem solving skills
Knowledge of Treasury Management operational procedures, practices and policies
Ability to work effectively with individuals and groups across the company to manage internal and external customer relationships
Proficiency with personal computers and related software packages such as Word and Excel

Regional Treasury Management Sales Manager Resume Examples & Samples

Administrative communications
Positive/can-do attitude, drives team enthusiasm
Proven leader, team player
Thrives in a fast paced, high activity environment
Independent, takes ownership, gets involved, action oriented
Credible, collaborator, Strong sense of partnership
Strong time management, organizational skills
Proficient in MS Office Suite – knowledge of internal Citi Systems a plus

Senior Treasury Management Sales Consultant Resume Examples & Samples

Develop treasury management sales plans in conjunction with the Relationship Managers and/or Business Development Officers by preparing call schedules and prioritizing product sales for assigned customer base and prospects
Coordinate customer/prospect sales calls with Relationship Manager and serve as technical sales support for Retail, Business, Private, and Corporate Banking offices in providing services to large, complex businesses
Responsible for working closely with clients to define their needs and quantify the benefits of services (both conceptual and product specific) to meet their goals and business objectives. Effectively promote bank services to achieve deposit growth and fee income goals
Leads sales initiatives, assist others in their sales planning…
Responsible for expanding business relationships by cross selling additional treasury management/other bank services and products. Meet regularly with existing customer base to ensure proper servicing of accounts
Assist the Treasury Management Sales Team Leader and Product Management in the development of marketing strategies and product enhancements by providing timely feedback and recommendations
Facilitate the implementation and/or modification of new and existing services to maintain and fine tune the client’s treasury management system
Prepare written proposals and sales presentations to strengthen customer relations and develop new business relationships. Complete all pipeline, activity, and sales reports in an accurate, timely manner and in accordance with bank/regulatory guidelines
Demonstrates compliance with all bank regulations for assigned job function and applies to designated job responsibilities – knowledge may be gained through coursework and on-the-job training. Keeps up to date on regulation changes. Follows all Bank policies and procedures, compliance regulations, and completes all required annual required or job-specific training. Follows all Bank policies and procedures and compliance regulations, and completes all required annual required or job-specific training. May be asked to coach, mentor, or train others and teach coursework as subject matter expert. Actively learns, demonstrates, and fosters the Umpqua corporate culture in all actions and words. Takes personal initiative and is a positive example for others to emulate. Embraces our vision to become "The World's Greatest Bank."
Bachelor’s degree in finance, accounting, marketing, business or other related fields required
Certified Treasury Professional, a plus
10+ years of experience in treasury management sales, service, and/or support
Extensive knowledge and understanding of bank payment systems, treasury management products, competitive practices and the impact of technology, regulatory, and legislative changes on services offered by commercial banks and other financial providers
Ability to apply knowledge of sales principles and practices to effectively market treasury management products and services to customers. Knowledge of implications of federal, state, and local regulations affecting treasury management activities
Demonstrated strong ability to consistently develop and execute sales planning within assigned sales territory
Proven ability to consistently achieve established sales and customer satisfaction goals, demonstrate effective new business development strategies, and build/source new relationships
Possess strong analytical, problem solving, customer service, organizational, and interpersonal skills. Excellent written and verbal communication skills required to develop and present effective sales proposals
Proficient in word processing, spreadsheet, and industry specific software applications

Treasury Management Sales Specialist Resume Examples & Samples

1-3 Years of related experience
1-3 Years Commercial Banking Experience
Exceptional Verbal and Written Communication Skills

Treasury Management Sales Specialist Resume Examples & Samples

3-5 years of Quality Assurance experience
Proficiency in Quality Center
Proficiency in MS Office (Word, Excel, Outlook, PowerPoint)
Previous analytical experience (analyzing problems and analyzing results)
Must be a self-starter with the ability to take direction and work independently while also working in a team environment
Experience in Agile Scrum practices
Experience working on Corporate applications (HR, Finance/GL, Risk)
Technical Experience is a plus (.Net, Java, Mainframe, SQL, etc)
QA Lead experience
Query experience for SQL or Oracle databases
Troubleshooting skills

Treasury Management Sales Specialist Resume Examples & Samples

1-3 Years of experience
1-3 Years Commercial or Business Banking Experience
4-6 years in Treasury Management and/or Business Banking Treasury Products

Treasury Management Sales Specialist Resume Examples & Samples

Bachelor's Degree (Business or Finance preferred). Equivalent Experience 3-5 Years TM and/or CTP
1-3 Years of Treasury Management Experience Required
1-3 Years Commercial Banking Experience Preferred

Treasury Management Sales Consultant Resume Examples & Samples

Lead and execute treasury management sales plans in conjunction with the Relationship Managers and/or Business Development Officers by preparing call schedules and prioritizing product sales for assigned customer base and prospects
Develop sales plans to meet aggressive sales goals
At the direction of the Regional Sales Manager, execute marketing strategies to support Bank goals
Monitor industry trends and competitive practices, including the impact of technology and regulatory and legislative changes on products and services
MBA or Certified Treasury Professional a plus
5-8 years of experience in treasury management sales, service, and/or support
Demonstrated ability to consistently develop and execute sales planning within assigned sales territory
Proven ability to effectively manage non-credit and commercial account relationships and analyze customer business practices and operations to identify deficiencies and develop/implement effective interventions

Treasury Management Sales Analyst Resume Examples & Samples

Prepares sales tools and exhibits, such as presentations (internal and external), proposals, pro forma, client schematics, relationship reviews, etc
Develops customized responses to RFPs and RFIs. Collaborates with TMSOs and/or RMs/Bankers from other lines of business to complete Executive Summary and establish pricing
Supports pricing/re-pricing initiatives by partnering with the TMSO to ensure existence of exception pricing for respective client accounts and performing system inputs of approved exception pricing
Reviews account analysis statements for designated clients and manages required client communications and/or corrections
Performs data-mining of sales/retention opportunities and prepares consolidated presentation of service usage/profitability information
Identifies cross-sell opportunities and partners with TMSOs to develop portfolio growth strategy
Participates in pre-call planning sessions and supports complex and/or multi-service sales pitches by preparing information, attending meeings, and handling post-call follow-up information requests
Works closely with clients and implementation team to support implementations on behalf of the Sales team. Facilitates meetings, informing escalated issues, and processing non-standard client requests once approved
Bachelor’s degree or an equivalent combination of related education and work experience
Knowledge of Treasury & Payment Solutions, including product features and benefits
Proven track record of strong interpersonal, written communication, presentation, multi-tasking and professional telephone skills with clients and internal teammates
Proficiency with Word, Excel, and PowerPoint

Treasury Management Sales Consultant Resume Examples & Samples

Bachelor’s Degree or sufficient education and experience to substitute
5 plus years banking experience in the sale of Treasury Management products preferred
Commercial banking experience which includes comprehension of cash flow, account analysis, basic accounting, working knowledge of cash management products and services preferred
CTP, Certified Treasury Professional credential preferred
Actively develops, coordinates and participates in outbound joint sales calling efforts either individually or jointly with Branch Managers, Commercial Banking, International Banking, and other Banner Bank associates in the organization
Outbound calls may be new prospects or existing clients with large complex account relationships
Must possess ability to read and analyze complex bank account statements. Analyzing account analysis statements for Treasury Management product comparisons, making appropriate TM recommendations to clients, preparing banking services analysis and proposals to new prospects in proper format while identifying and actively cross selling other Banner Bank services such as Merchant Services or Credit Card services
Provides financial counseling related to account structures, collections, disbursements and payments to commercial banking customers
Supervises the coordination of new and existing client product set up by working with Branch or Relationship Manager and Sales Support to ensure all new accounts are structured correctly. Is responsible for collection of appropriate new product set up documentation, signatures. Works with TM Service to ensure new product set up and training, follows through to ensure customer satisfaction
Retains and expands relationships with existing customers. Adds new customers to increase interest income from deposits, fees and treasury management services, and all other product groups
Works closely with Public Funds Depositors as a relationship manager and trusted advisor. Manages and grows non-borrowing piece of joint relationships, act as the secondary officer where the primary officer is a Commercial Banking or Regional Manager
Handles more complex accounts with treasury management needs and requests for proposals. Provides a professional response to all requests for proposals in a complete and timely manner
Requires frequent travel within assigned territorial region an estimated 55%-65% of time, therefore critical time management skills are a necessity. Works independently to achieve all goals set by supervisor, while being responsive to internal and external customer requests
Responsible for corporate customer support and research, handling incoming requests from beginning to end. Responsible for extensive follow through, internal and external
Uses and creates spreadsheets, word processing and database software extensively to assist with departmental records and sales reports
Assists FC Staff sales and training staff in preparing for upcoming promotions and product awareness campaigns
Conducts research and handles special projects as assigned; researches and responds to senior management requests for customer relationship and historical sales information
Works closely with Sales Team Lead and Marketing Team to develop successful cash management marketing initiatives and quality up to date marketing materials
May provide onsite or over the phone installations or training of products and services
Assumes additional responsibilities as required
Lead in the sale of treasury management products within the bank
Continue professional education
Comply with policies, procedures, security requirements, and government regulations

Treasury Management Sales Associate Resume Examples & Samples

Provide sales and service support directly to external clients, Cash Management and Merchant Services sales officers in a timely fashion
Accompany Cash Management Sales Officers on calls to gain client knowledge and build rapport
Serve as a liaison to clients to facilitate a thorough and successful service delivery process
Perform routine maintenance on accounts: i.e.: Online Banking addition of accounts and Work Around Requests
Resolve swiftly both routine and complex issues and questions from clients regarding business products
Perform client relationship reviews on an annual basis to ensure proper pricing and identify cross-sell opportunities
Conduct annual ACH/Remote Deposit Capture reviews and submit findings as required
Conduct quarterly ACH over limit reviews and follow up as appropriate
Assist with gathering information and preparing generals proposals and Requests for Proposals
Provide clear and tailored client training, and implementation assistance both virtually and on site
Complete documentation and on-boarding forms for new and/or existing cash management services
Assist with the Remote Deposit Capture annual survey process
Compile new account documentation for Enhanced Due Diligence forms
Assist with merchant services boarding of documents to Elavon
Facilitate calls with Trustwave and merchant services clients for Payment Card Industry compliance
Review monthly merchant services reports (Closed Reports/PCI Non-Compliance/Monthly Revenue, No DDA Report)
Perform monthly special pricing review for cash management clients
Generally less than 20% of travel required
Understands processes and procedures necessary to successfully perform tasks
Possesses the technical and computer skills required in the position
Demonstrates the ability to learn rapidly and adapt quickly to new processes and technology
Genuinely cares about people
Available and ready to help
Demonstrates empathy with the joys and pains of others
Responds and relates well to bosses
Likes to be coached and responds well to feedback
Respects diversity and positively contributes to the work environment
Practices healthy stress management techniques and is not knocked off balance by the unexpected
Has a positive sense of humor and appropriately funny
Admits mistakes and shares thoughts about personal strengths and challenges
Is easy to get to know to those who interact with him/her regularly

Treasury Management Sales Manager Resume Examples & Samples

Staffing levels, Hiring
Performance reviews
Employee coaching

Treasury Management Sales Associate Resume Examples & Samples

Aids the TMSO in preparing for sales and prospect calls by collecting key client/prospect data, analysis statements and assembling sales marketing collateral
Partners with the TMSO to prepare pricing proformas, proposals, presentations and other sales materials
Prepares TM Service agreements, implementation and maintenance documentation as directed by the TMSO and assists in securing the client’s signature. Upon receipt, validates the authorized signatories and verifies all elements of the services being implemented are accurately defined and meet the client’s needs
Verifies all appropriate credit approvals and risk assessment forms are completed
Communicates service requirements with the implementation and/or operational units, establishes pricing and provides client on-boarding support to ensure progress and customer satisfaction
Coordinates client file format support and testing
Confirms product setup accuracy, verifies pricing and notifies the RM/TMSO of completion. Coordinates and assists with client product training as needed
Resolves all client issues related to the start-up of the service and facilitates the hand-off to Client Services for on-going servicing
Assist team in providing training and market support to the relationship management team
Maintain sales materials and performs other duties as assigned by TM Sales from client support, training and set up perspectives

Treasury Management Sales Consultant Resume Examples & Samples

Coordinate customer/prospect sales calls with Relationship Manager and serve as technical sales support for Commercial and Retail clients
Demonstrates compliance with all bank regulations for assigned job function and applies to designated job responsibilities – knowledge may be gained through coursework and on-the-job training. Keeps up to date on regulation changes
Follows all Bank policies and procedures, compliance regulations, and completes all required annual or job-specific training
Maintain a working knowledge of Bank's written policies and procedures regarding Bank Secrecy Act, Regulation CC, Regulation E, Bank Security and other regulations as applicable to this job description
May be asked to coach, mentor, or train others and teach coursework as subject matter expert
Actively learns, demonstrates, and fosters the Umpqua corporate culture in all actions and words
Takes personal initiative and is a positive example for others to emulate
Embraces our vision to become "The World's Greatest Bank."
Bachelor’s degree in finance, accounting, marketing, business or other related fields or equivalent required
3-5 years of experience in treasury management sales, service, and/or support
Demonstrated ability to develop and execute sales planning within assigned sales territory