Responsible for consultative sales of T&PS products and services to assigned client group (i.e. Corporate Banking Southwest and Houston Geography) with cash management needs. Creates growth portfolio strategy and executes on the sales plan. Develops strong partnership and collaborates with LOB partners to identify and drive client and prospect sales opportunities to achieve/exceed revenue and portfolio growth objectives for assigned client portfolio. Drives deal team behaviors by fostering relationships with bankers and product partners to collaborate on opportunities and engage in strategic client planning.
Independently manages a portfolio of clients with complex treasury solution needs. Mines internal data to generate sales opportunities requiring in-depth knowledge of banking and T&PS products and services. Develops detailed account plans for clients/prospects within assigned client group to identify key retention, cross-selling and new client acquisition opportunities, with a focus on improving ROE. Demonstrates industry leadership through involvement in relevant trade associations and/or public speaking opportunities. Mentors and develops junior team members. Qualifications
- Bachelor’s degree or an equivalent combination of education and related work experience.
- 8 years of sales experience of financial or treasury products
- CTP Designation Preferred (or willingness to obtain)
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