Treasury Management Sales Advisor
virtual vocationsNew York (NY)
Treasury Management Sales Advisor
Posted yesterday
virtual vocationsNew York (NY)
Sales Representatives of Services, Except Advertising, Insurance, Financial Services, and TravelOther Management Consulting Services
SENIORITY
Senior
About the role
To drive business growth, the full-time remote Treasury Management Sales Advisor III will develop new Treasury Management business, expand existing relationships, and deliver tailored services to clients while collaborating with sales partners and Relationship Managers.
Key responsibilities:
Manage the Treasury Management sales cycle, including business development, prospect qualification, and customer retention
Prospect for new clients and maintain a pipeline of potential targets, focusing on complex treasury management needs
Provide consultative expertise and training on Treasury Management products and services to both internal and external audiencesRequired qualifications 4+ years of experience in Finance or a related field
Bachelor's degree or equivalent experience
Intermediate knowledge of banking operations and commercial banking products
Understanding of regulatory compliance obligations and industry standards
Willingness to travel occasionally
Before you apply
Applying takes about a minute. These four things decide how fast it moves after that.
Your profile is current
It's what we read first. Occupations, seniority and locations matter more than a long history.
Two examples you can talk through
Not a portfolio — just two pieces of work where you can explain the decisions and what you'd change.
A number in mind
What you're on now and what would make you move. We negotiate better when we know both.
Your notice period
Employers plan around it, and it's the question that stalls offers most often.
Once you apply, someone reads it and calls you before anything reaches the employer — usually within two working days.
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