Treasury Management Sales Lead and Officer

Phoenix, AZ – Key Functions & Duties Create and expand relationships maintaining a high level of service. Acquire and maintain extensive knowledge of products, services, pricing, documentation, operating systems, data transmissions, file formats and protocols necessary for the delivery and support of Treasury Management products and services. Partners with bankers to identify Treasury Management opportunities and coordinate calling efforts. Manage multiple, detailed work assignments with a high degree… of accuracy. Develops and delivers sales presentations designed to educate and advise clients of Treasury Management products and services. Facilitate onboarding of intricate industries or relationships. Aid internal bank partners when necessary with the identification of additional client needs, offering/providing additional products and services. Aid with projects as directed by executive and senior leadership. Adheres specifically to all Bank policies and procedures, Federal and State regulations…

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