Tuesday, June 1, 2010

Treasury Management Sales & Marketing - Indianapolis HQ Bank

We are initiating a search for a newly created Treasury Management Sales & Marketing position with a growing Indianapolis headquartered bank.

This is an excellent opportunity to join one of the most respected banks in the State of Indiana. While this Treasury Management professional will be responsible for new sales, he/she will work very closely with Commercial Lenders and Private Bankers who maintain primary responsibility for client relationships.

Here is a job description:

Job Title: Treasury Management Marketing

Reports to: Vice President and Manager, Treasury Management Sales

Last Revision Date: 01/16/09

1. Summary: The incumbent is responsible for sales and all sales-related activities for Treasury Management products and related functions. Also responsible for managing client portfolios and product implementation. The incumbent provides the highest quality of service to every customer. Independent judgment is required to plan, prioritize, and organize diversified workload.

2. Essential Functions: This information is intended to be descriptive of the key responsibilities of the position. The following examples do not identify all duties performed by any single incumbent. The job description is subject to change as the needs and requirements of the job change, or otherwise as the Bank deems appropriate.

♦ Develops sales strategy to meet or exceed stated sales and portfolio goals.

♦ Meets regularly with Corporate Bankers, Private Bankers, and Banking Center staff to identify opportunities and provide information on products and services.

♦ Calls on both prospective and current clients to identify needs and/or enhancements, and to address any servicing issues.

♦ Prepares proposals and RFP responses for target market segments.

♦ Manages portfolios and conducts relationship reviews on top clients on a regular basis.

♦ Facilitates implementation processes for all new and upgraded Treasury Management products.

♦ Prepares sales management reports.

3. Additional Responsibilities: Special projects as assigned by the First Vice President and Manager, Treasury Management or Manager, Treasury Management Sales.

4. Required Education, Experience, and Skills:

♦ Minimum requirement BS degree in business discipline

♦ Minimum 5 years of senior-level bank experience which may include experience in lending, branch administration, operations and compliance.

♦ General knowledge and understanding of regulations and laws that apply
to banks.

♦ Three-plus years of successful business development experience including
deposits, commercial lending and installment loans.

♦ Excellent customer service skills.

♦ Ability to interpret data and problem solve

♦ Computer proficiency

♦ Proven verbal and written communication skills

♦ CTP Designation preferred

5. Physical Requirements: Include the ability to:

♦ Express or exchange ideas by means of the spoken word.

♦ Perceive the nature of sounds with or without correction.

♦ Visually identify and distinguish between various documents and currency.

♦ Requires frequent local travel to client sites.

6. Equipment Used: Computer, printer, telephone, fax machine, and photocopier.

7. Supervisory Requirements: This position does not have direct supervisory
responsibilities.

8. Working Conditions: Office environment.

If you or someone that you know has an interest in this position, please contact Steve Fero at (317) 466-9740 x 13 or email a resume to jwolfe@csgsearch.com. Career Solutions Group has specialized in retained search and custom recruitment process outsourcing for Indiana headquartered companies since 1995. Our offices are located at 55 Monument Circle, downtown Indianapolis. If you would like more information about any of the positions posted on this site, call or email our offices. Thank you.

1 comment:

  1. Thanks for sharing this useful info. Keep updating same way.
    Regards,AshishSales Training

    ReplyDelete