Job Description
Applies consultative sales and relationship management practices to generate leads and close sales of treasury management and payment solutions for new and existing clients while ensuring regulatory compliance. Monitors implementation activities to ensure alignment with timelines. Provides tailored treasury management solutions and optimizes sales processes through continuous process improvements to enhance client experiences and business outcomes. Manages sales processes, client engagement and outcomes.
Responsibilities
- Deliver Tailored Treasury Solutions: Assess client needs and provide customized cash management and liquidity strategies to optimize financial performance.
- Manage End-to-End Sales Process: Handle inquiries, pricing, implementation coordination, and ensure timely delivery while improving processes and client experience.
- Ensure Compliance & Risk Management: Monitor accounts, resolve discrepancies, and ...