Treasury Management Sales Consultant
, CA, United States
**Treasury Management Sales Consultant**
Oakland, CA, USA ? San Francisco, CA, USA ? San Jose, CA, USA Req #1312 Wednesday, February 9, 2022 People Drive Our Success
We offer a competitive benefits package and comprehensive training programs so you can focus on your long-term professional career and your next steps at Cathay Bank. Apply today!
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GENERAL SUMMARY
The Treasury Management Sales Consultant is responsible to identify, present and deliver treasury management solutions to established customers and prospects. The Treasury Management Sales Consultant is responsible to help branches and lending teams attain their assigned treasury management revenue goals.
ESSENTIAL FUNCTIONS
- Meet with clients and prospects to assess treasury management needs, discuss initiatives and recommend effective strategies, and follow-up appropriately.
- Meet or exceed sales revenue goals.
- Partner with commercial relationship managers and branch staff to identify and develop treasury management solutions for clients and prospects. Listen to learn and give compelling reasons for ideas and recommendations.
- Collaborate with relationship managers and branch staff to develop cross-sell strategies and update Cathay Bank personnel on product enhancements.
- Work with clients and TMIS to deliver a seamless transition to Cathay Bank.
- Team up with internal partners (TMIS and Product Management team) to improve the client experience through continuous improvement. Share time and resources, and frequently seek input and feedback from others.
QUALIFICATIONS
* Education: Bachelors degree with major in Finance, Marketing, Business or equivalent work experience required. Certified Treasury Professional (CTP) preferred.
* Experience: 2+ years of Treasury Management sales experience.
* Skills/Ability: Strong written and verbal communications skills. Demonstrated ability to deal effectively with all levels of management. Effective project management and organizational skills willing to put in extra time and effort to get the job done. Strong analytical skills and problem-solving skills. Demonstrated ability to remain calm and productive in challenging or stressful situations. Demonstrated ability to deal with ambiguity in an effective manner. Ability to travel 20-40% within their assigned territory.
Cathay Bank may collect personal information from potential job candidates and applicants. For more information on how we handle personal information and your applicable rights, please review our .
Cathay Bank is an equal opportunity employer. It is the Banks policy to provide equal employment opportunities to all qualified applicants. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or protected veteran status.
Cathay Bank endeavors to make accessible to any and all users. If you would like to contact us regarding the accessibility of our website or need assistance completing the application process, please contact, Mickey Hsu, FVP, Employee Relations Manager, at (626) 582-7370 or [email protected].
**This contact information is for accommodation requests only and cannot be used to inquire about the status of applications.**
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**Other details**
* Pay Type Salary
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