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Treasury Services Sales Advisor III in Boston, MA at Eastern

Date Posted: 10/30/2018

Job Snapshot

Job Description

Proactively sell Deposit & Treasury Services to prospects. Develop strategies to drive new relationships to Eastern Bank focused on Deposit & Treasury related products and services.
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.
  • 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.
  • Follow up with self sourced newly acquired relationships to ensure that the proper on-boarding took place and all their business needs were met.
  • Participate in local community affairs and COI groups as appropriate for Deposit & Treasury Service clients.  Network with customers, community, and internal groups to keep in touch with industry changes, advancements, regulatory issues, and customer requirements.

Job Requirements

Treasury Sales Development Officer 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.  Treasury Sales Development Officer is able to evaluate circumstances and make autonomous decisions that take the Bank, Department, individual, and customer impacts into account, while protecting all.  Treasury Sales Development Officer must have a high level of expertise regarding risk analysis, corporate compliance and a high degree of expertise in Treasury Deposit and Sales. 
  • 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.