Treasury Management Sales Specialist

GLACIER BANCORP, INC • North Logan, UT • 1d ago

About The Role

Altabank, Division of Glacier Bank, is looking for a Full-time Treasury Management Sales Specialist for our North Logan branches.

Role:

The Treasury Management Sales Specialist (SS) along with the TMO, will be responsible for driving Treasury Management business, commercial deposit growth, revenue generation, and client acquisition for the bank. The SS supports one or more Treasury Sales Officers with all organization, paperwork, process flow, and problem resolution activities allowing the Treasury Sales Officers more time to hold face to face sales meetings with prospects and Clients. This position is responsible to assist with the implementation and ongoing maintenance of Treasury Management services and TM Clients.

The Sales Specialists develop a cooperative working relationship between Treasury Sales Officers, the implementation team and other Bank operations departments necessary for the delivery of Treasury products to prospects and clients. Develop processes and procedures that simplify, clarify, and speed up the process between the time of client acceptance of Treasury Management products and the product implementation. Follows up with clients when new setups are implemented and remain a constant source for any ongoing client questions or needs.

DUTIES AND RESPONSIBILITIES:

Builds strong relationships with treasury and other depository clients.

Builds strong relationships and partnerships with the TMO.

Participate with TMO in the client planning process and provides specific client/prospect relationship data that may aid in the calling/business generation process.

Understands and influences internal process improvements required to streamline the client experience.

Prepare Account Analysis Comparisons as requested by Treasury Sales Officers, based on data from competitor statements.

Prepare sales presentations and proposals.

Prepare formal treasury reviews to be presented to top tier TM clients.

Is comfortable having product sales conversations with existing and potential clients including product pricing and rate discussions.

Assist clients and Treasury Sales Officers as needed with problem resolution (Mostly with larger TM Clients).

Assist with periodic assessments and evaluations for renewal, annual compliance, etc. Escalate problems to Treasury Sales Officer as needed.

Adhere to Altabank Core Values.

Keeps management appropriately informed of area activities and of any significant problems.

Participate in Community Service and Bank sponsored activities that serve and support the mission and values of the Altabank.

Provide superior internal and external customer service.

Represent Altabank in a professional manner.

Regular and predictable attendance.

Additional duties as requested or assigned.

Schedule: M-F 8-5

LI-JB1

About You

QUALIFICATIONS:

3-5 years previous work experience in Treasury Management, business banking, sales, relationship management, customer acquisition, or a related customer-facing financial services role; entry-level experience developing a sales pipeline, prospecting new customers, expanding client relationships, and supporting deposit or revenue growth; or equivalent transferrable experience.

Two to five years of similar or related experience.

Education

Bachelor's degree (preferred) in Finance, Accounting, Business, or similar field of education.

A... For full info follow application link.

Glacier Bancorp is an Equal Opportunity Employer and qualified applicants or employees will receive consideration for employment without regard to race, color, religion, national origin, sex (including pregnancy), sexual orientation, gender identity, mental or physical disability, age, ge netic information, protected veteran status, or any other category protected by applicable federal, state or local laws.

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