Treasury Management Commercial Sales Consultant

 

At U.S. Bank, we're passionate about helping customers and the communities where we live and work. The fifth-largest bank in the United States, we’re one of the country's most respected, innovative and successful financial institutions. U.S. Bank is an equal opportunity employer committed to creating a diverse workforce. We consider all qualified applicants without regard to race, religion, color, sex, national origin, age, sexual orientation, gender identity, disability or veteran status, among other factors.

 
FUNCTION
This position is responsible for the development of new treasury management business, the expansion of existing business relationships, and managing ongoing Treasury Management relationships with customers.
 
As an experienced individual contributor, has responsibility for the retention and development of Treasury Management business for an assigned geographic area, market segment or series of product lines. Developing sales plans and calling strategies for assigned customer base. Conducts and participates in sales presentations and customer service conferences. Provides with post-sales customer service support. Recognized by customers and peers as a key business advisor and confidant.
 
RESPONSIBILITIES
- Contacts prospective customers in order to develop new treasury management business.
- Manages relationships with existing customers to ensure proper servicing of accounts and to expand existing business.
- Prepares sales presentations, explains services offered, and recommends services which would benefit clients.
- Identifies opportunities to sell other U.S. Bancorp products and services to meet customer needs.
- Assists management in developing a market strategy and in setting sales objectives. Responsible for meeting or exceeding set fee income goals.
- Assists in the design and ensures the proper installation of treasury management services. Assists management in the development of new services or the modification of existing services.
- Actively ensures compliance with the U.S. Bank Code of Ethics and all Anti-Money Laundering, Bank Secrecy Act, information security and suspicious activity reporting requirements, policies and procedures. Actively participates in any required corporate and business line training in these areas. Follows account opening procedures and understands and follows internal suspicious activity referral requirements and processes, as required for this position. Actively works with customers to understand each customer's normal account activity, as appropriate for this position.
 

Qualifications

 
REQUIRED
- The incumbent needs a thorough level of knowledge of treasury management products as well as well-developed sales and new business development skills.
- Strong customer service / relations skills, excellent oral and written communication skills.
- Knowledge of the organization and its products, services, and operations.
- Bachelor’s degree in Business, Finance or related field or equivalent work experience.
 
PREFERRED
-10+ years of related experience commercial lending experience.
- Expert in treasury management sales.
- Master’s degree in Business, Finance or related field.
 

Job

Sales

Primary Location

Georgia-GA-Atlanta

Other Locations

Other Locations North Carolina-NC-Charlotte, Florida-FL-Orlando

Shift

1st - Daytime

Average Hours Per Week

40