Treasury Management Specialist
United States
Workplace: OnsiteFull timeFunction: Finance & AccountingExperience: 1+ yearsEducation: bachelorsSkills: ["Independently manage workflow","Manage expectations","Proactively manage risk","Data compilation","Relationship review"]Identify and execute cross-sales within an existing business banking treasury management portfolio. Compile data for TM sales advisors, complete relationship reviews, and produce pro-forma pricing analyses to support client sales needs. Drive direct sales through phone and joint calls, contribute to team revenue goals, manage portfolio risk and pricing activities, and deliver special projects by deadlines with minimal oversight.
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