Treasury Services Sales Advisor I

The Treasury Sales Advisor is responsible for developing, managing, and deepening relationships with

existing customers while proactively prospecting new opportunities. This role focuses on uncovering

client deposit and treasury management needs, providing tailored recommendations, and driving sales

results. The Advisor will deliver proposals, present pricing, and conduct regular reviews, ensuring that

client relationships are strengthened and expanded. Collaboration with internal partners is essential to

achieve growth, streamline processes, and contribute to a team-driven sales culture.

MAJOR RESPONSIBILITIES :

• Call on prospective clients to uncover Deposit & Treasury Service needs. Query prospects to compile the necessary information to determine their requirements and recommend the appropriate Deposit & Treasury products.
• Present recommendations to prospects. Adjusts proposal as necessary to close new business. Obtains all necessary documentation from prospect to establish new products. Ensures that prospect meets all requirements of Bank policies, e.g. Know Your Customer.
• Collaborate with other Business Lines to ensure that the preparation and processing of all documentation necessary to ensure a smooth implementation and transition of clients. Solidify customer relationships by ensuring that the proper relationship management strategy is in place.
• Collaborates with management and Product team to recommend product enhancements and new services while focusing on the needs of the prospects. Work with other members of the Bank in delivering timely and accurate responses to prospect inquiries and requests.

PROBLEM SOLVING & DECISION MAKING : The position requires critical thinking and high-level selling skills adhering to the Eastern Sales model; independent thinking to analyze and resolve prospect issues and effectively listen to determine their requirements and satisfy them. This person is able to evaluate circumstances and make autonomous decisions that take the Bank, Department, individual, and customer impacts into account, while protecting all. This person must have a high level of expertise regarding risk analysis, corporate compliance and a high degree of expertise in Treasury Deposit and Sales.

Education and Experience

5+ years banking experience including at least five years in Business Banking, Commercial Banking or Treasury Sales and customer service. College degree or equivalent combination of training and business experience required.

Skills/Knowledge

• Extensive Treasury Sales and Deposit Product knowledge.

• Must have a basic understanding of commercial businesses and banking.

• Superior communication, organizational, writing, and interpersonal skills required.

• Strong sales skills in a fast pace environment.

• Must be resourceful and able to search out answers and solutions to complex problems and issues..

• Technologically proficient.