Treasury Management Sales Specialist

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Treasury Management Sales Specialist

01/04/2023 ● Cincinnati, Ohio ● NA

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Job Title: Treasury Management Sales Specialist

Duration: 3 Months

Location: Cincinnati, Ohio 45227





Effectively educates customers on the features, benefits and value propositions of Treasury Management products and solutions.  

Persuasively articulates the value proposition to potential clients to influence and drive increased sales within the sales process leveraging the consultative selling model.  

Demonstrates proficient knowledge of Treasury Management solutions and their benefits to prospective clients.  

Understands the competition's Treasury Management product solutions, capabilities, and gaps to effectively position products and services advantages in a differentiated manner.

Maintains and enhances industry knowledge by reviewing industry periodicals, market segment studies, focus groups, etc.  

Achieves assigned sales goals while cross selling and referring additional products and services through solution-based selling, which requires analyzing customer transaction activity proactively to serve as a trusted advisor.  

Identifies opportunities and assists with One Bank activities.  

Supports sensitive/escalated customer service and implementation issues responding professionally and accurately to customer inquiries and concerns.  

Follows up with customers in a timely manner.  

Explains products, policies, and pricing in a clear, concise manner. 

Uses assessment tools to effectively educate customers regarding bank products and services and identifies solutions to meet customers' immediate and/or future needs.  

Tracks all sales activities and referrals in a pipeline and performs frequent reviews with management.  

Actively manages pipeline using CRM tool.  

Accurately enters or confirms customer information in the CRM tool.

Initiates and/or completes proper request and enrollment/onboarding forms.  

Partners with Support related to product implementations including re-occurring on-boarding calls for significant deals.  

Receptive to and incorporates coaching feedback to improve overall sales effectiveness.  

Actively participates in personal and team development.  

Works closely with other team members and supervisor to accomplish department sales goals.  

Assists in cross-training partners and peers on Treasury Management products and solutions.  

Suggests improvements and changes to processes and policies to enhance productivity, employee engagement and customer experience.  

Adheres to Bancorp risk and compliance policies and guidelines.  

Performs all other duties as assigned. This position does not require any supervisory responsibilities.  

All the above duties and responsibilities are essential job functions for which reasonable accommodation will be made.

All job requirements listed indicate the minimum level of knowledge, skills and/or ability deemed necessary to perform the job proficiently.

This position description is not to be construed as an exhaustive statement of duties, responsibilities, or requirements.

Contractors may be required to perform any other job-related instructions as requested by their supervisor, subject to reasonable accommodation.

Qualifications: High school diploma or equivalent. One or more years of prior financial services sales experience in a call center environment

Essential Skills: Excellent communication skills with the ability to clearly communicate concepts verbally and in written form.  Ability to handle and prioritize multiple tasks. Organizational and time management skills are also required.  Ability to consult with clients to identify opportunities, with proven track record of client interaction and proactive solution development.  Ability to work with cross-functional teams, and possess strong creative solution and problem-solving skills.  Experience with Microsoft products, such as Word, Excel, Access, and Outlook.

Preferred Skills: College degree/actively pursuing college degree (sales/product experience and/or business development experience


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