Treasury Management Sales Specialist
IDB Bank, New York, NY, United States
Treasury Management Sales Specialist (New York Region)
Job Description
Job Overview: The Treasury Management Specialist is the product subject matter expert driving Treasury Management sales and client acquisition activities for the full suite of Treasury Management Products (Deposits, Liquidity, Payments, Receivables, Card, Merchant Services, Escrow sub‑acctg, Fraud Prevention, and other products as assigned). Working closely with both the front and back offices, the specialist drives the launch and sales activities of new treasury management and payments products and services for the bank, collaborating with the Commercial Banking and Private Banking teams, leveraging industry best practices and company programs for sales strategy and process. The specialist also works closely with supporting staff (Operations, Customer Service, Implementations, etc.) to help manage expectations to maximize client satisfaction, efficiency, and profitability for corporate clients in the region. Reporting directly to the Treasury Management National Sales Manager, this responsibility primarily supports the New York region. Responsibilities and Duties
Work with the Treasury Management Product Management team in supporting or developing the product roadmap for treasury management products and services, incorporating assessment of the competitive landscape in the region, technology plan, client needs and corporate strategic plan. By providing market feedback, assist in defining business requirements for new treasury management products and services, required enhancements and other incremental features and functions; build and manage go‑to‑market and sales strategy under the guidance and management of the Treasury Management National Sales Manager. Manage and perform related sales functions as determined, including prospecting, prospect evaluation, and opportunity analysis, supporting all regions of the Bank, but primarily focusing on the New York region. Assist with development of sales and marketing materials for treasury management products. Qualifications
Minimum 5‑7 years’ experience in treasury management sales. A detailed knowledge of banking, treasury/cash management products and services, and the Bank’s customers and prospects. Experience selling treasury management products and services and banking/product knowledge. Highly motivated and change agent to drive sales. Organized and ability to support multiple areas across the Bank. Additional languages spoken: Hebrew, Spanish and Portuguese (a plus). Compensation
The expected annual salary for this position is between $130,000 and $150,000 at the start of employment. A salary offer is determined on an individualized basis, taking into consideration factors such as an individual’s skills and experience. In addition to base salary, the total rewards package also includes eligibility for an annual bonus, medical, pharmacy, dental, and vision plans, life and disability insurance, employee wellness program, retirement and savings plans with employer contributions, generous holiday and paid time off schedules, parental leave, and tuition reimbursement. Additional Information
The Bank will make reasonable accommodations to the following employees to allow them to perform the essential functions of their position, except where doing so would result in undue hardship to the Bank: Those with a known mental or physical disability. Pregnant individuals and/or individuals with pregnancy or childbirth‑related medical conditions. Victims of domestic violence, sex offenses or stalking. Employees with religious observance and practice obligations. Disclaimer
The above statements are intended to describe the general nature and level of work being performed by people assigned to this classification. They are not to be construed as an exhaustive list of all responsibilities, duties, and skills required of personnel so classified. All personnel may be required to perform duties outside of their normal responsibilities from time to time, as needed. All your information will be kept confidential according to EEO guidelines. Equal Employment Opportunity Statement: IDB Bank, including its subsidiaries and divisions, provides equal employment opportunities to all employees and applicants for employment without regard to race, color, religion, sex, sexual orientation, national origin, age, disability, genetic status, citizenship status, marital status, military or veteran status, current unemployment or any other legally protected category in accordance with applicable federal, state and local law. Nothing in this site constitutes a promise or offer of employment.
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Job Description
Job Overview: The Treasury Management Specialist is the product subject matter expert driving Treasury Management sales and client acquisition activities for the full suite of Treasury Management Products (Deposits, Liquidity, Payments, Receivables, Card, Merchant Services, Escrow sub‑acctg, Fraud Prevention, and other products as assigned). Working closely with both the front and back offices, the specialist drives the launch and sales activities of new treasury management and payments products and services for the bank, collaborating with the Commercial Banking and Private Banking teams, leveraging industry best practices and company programs for sales strategy and process. The specialist also works closely with supporting staff (Operations, Customer Service, Implementations, etc.) to help manage expectations to maximize client satisfaction, efficiency, and profitability for corporate clients in the region. Reporting directly to the Treasury Management National Sales Manager, this responsibility primarily supports the New York region. Responsibilities and Duties
Work with the Treasury Management Product Management team in supporting or developing the product roadmap for treasury management products and services, incorporating assessment of the competitive landscape in the region, technology plan, client needs and corporate strategic plan. By providing market feedback, assist in defining business requirements for new treasury management products and services, required enhancements and other incremental features and functions; build and manage go‑to‑market and sales strategy under the guidance and management of the Treasury Management National Sales Manager. Manage and perform related sales functions as determined, including prospecting, prospect evaluation, and opportunity analysis, supporting all regions of the Bank, but primarily focusing on the New York region. Assist with development of sales and marketing materials for treasury management products. Qualifications
Minimum 5‑7 years’ experience in treasury management sales. A detailed knowledge of banking, treasury/cash management products and services, and the Bank’s customers and prospects. Experience selling treasury management products and services and banking/product knowledge. Highly motivated and change agent to drive sales. Organized and ability to support multiple areas across the Bank. Additional languages spoken: Hebrew, Spanish and Portuguese (a plus). Compensation
The expected annual salary for this position is between $130,000 and $150,000 at the start of employment. A salary offer is determined on an individualized basis, taking into consideration factors such as an individual’s skills and experience. In addition to base salary, the total rewards package also includes eligibility for an annual bonus, medical, pharmacy, dental, and vision plans, life and disability insurance, employee wellness program, retirement and savings plans with employer contributions, generous holiday and paid time off schedules, parental leave, and tuition reimbursement. Additional Information
The Bank will make reasonable accommodations to the following employees to allow them to perform the essential functions of their position, except where doing so would result in undue hardship to the Bank: Those with a known mental or physical disability. Pregnant individuals and/or individuals with pregnancy or childbirth‑related medical conditions. Victims of domestic violence, sex offenses or stalking. Employees with religious observance and practice obligations. Disclaimer
The above statements are intended to describe the general nature and level of work being performed by people assigned to this classification. They are not to be construed as an exhaustive list of all responsibilities, duties, and skills required of personnel so classified. All personnel may be required to perform duties outside of their normal responsibilities from time to time, as needed. All your information will be kept confidential according to EEO guidelines. Equal Employment Opportunity Statement: IDB Bank, including its subsidiaries and divisions, provides equal employment opportunities to all employees and applicants for employment without regard to race, color, religion, sex, sexual orientation, national origin, age, disability, genetic status, citizenship status, marital status, military or veteran status, current unemployment or any other legally protected category in accordance with applicable federal, state and local law. Nothing in this site constitutes a promise or offer of employment.
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