Treasury Sales and Advisory Specialist
3 days ago
We are seeking an experienced sales professional to join our team as a Strategic Cash Management Lead. As a key member of our Business Banking unit, you will be responsible for developing and executing strategies to drive revenue growth through the sale of cash management products.
The successful candidate will have a proven track record of success in sales and a strong understanding of cash management operations. You will be responsible for building and maintaining relationships with key decision-makers, identifying business opportunities, and developing and implementing effective solutions to meet the needs of our clients.
Responsibilities:
- Solution cash management products and services to complement operating accounts in banks.
- Formulate and execute cash management strategies to grow transaction fees and interest income.
- Capture and retain operating accounts with payables and receivables flows, 'Sticky Balances' and capture an equitable share of wallet through cross-sell.
- Work closely with Relationship Managers across Business Banking units by providing product advisory, designing of solutions and winning cash management mandates.
- Lead in responding to all Requests for Information (RFIs) / Requests for Proposals (RFPs) for Cash Management services for new deals requests.
- Participate actively in pipeline reviews with the objective of tracking sales activities, provide deals status updates, escalating issues, share successes (with objective of replication of success) and lessons learnt.
- Collaborate closely with business partners on joint sales calls, account planning/wallet sizing, sales strategy/plan.
- Coordinate and interact with Marketing, Product, Relationship Managers etc and other business units to create product bundles, campaigns for mass selling purposes.
- Conduct trainings to Relationship Managers and perform wallet sizing (when required) in the area of solution selling to clients.
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