Treasury Management Solutions Consultant

Job Summary

• The Treasury Sales Consultant is responsible for the strategic development and
• direct sales of Treasury Management products and services to new and existing
• clients. This role focuses on driving business development, enhancing customer
• relationships, and achieving revenue growth through expert consultation and
• tailored solutions.

Essential Functions

• Employees must be able to perform the essential functions of this position
• satisfactorily or make a request for reasonable accommodations as needed.

Strategic Planning & Prospecting

• Conduct in-depth research on prospective and existing clients to prepare for

meetings and identify opportunities.

• Develop comprehensive pricing scenarios to present to clients.
• Lead client meetings in collaboration with Relationship Managers, showcasing

Treasury Management expertise.

• Participate in joint sales calls and strategize with team members to maximize

client engagement.

• Prepare and present relationship reviews, ensuring thorough understanding of

client needs.

• Create high-quality sales materials, including proposals, schematics, pricing

sheets, pitch books, and presentations.

• Demo Treasury management solutions, including Online Banking and other

modules, to clients and prospects to assist with sales pitch.

• Follow up diligently on all sales calls to ensure client engagement and

satisfaction.

Portfolio Growth & Development

• Identify and pursue new opportunities within the existing portfolio to drive

revenue growth.

• Directly engage with existing clients to uncover additional needs and offer

appropriate Treasury solutions.

• Collaborate with the treasury management department to review and strategize

on new business opportunities.

• Actively generate inside sales leads through networking and relationship

building.

Implementation

• Co-lead with the Sales Associate the onboarding process for new clients,

ensuring a seamless implementation of Treasury products and services.

• Assist the Sales Associate in ensuring timely completion of required legal

documentation.

• Work closely with the market to ensure clients have correct account types and

account structures.

• Escalate service issues in a timely manner and ensure effective communication

regarding significant client-impacting events.

Team Engagement

• Document sales calls within Salesforce.
• Manage opportunity tracking and sales booking through Salesforce to maintain

accurate records.

• Participate in cross-functional projects aimed at enhancing the customer

experience and expanding product offerings.

• Provide backup support for the treasury management department and Sales

Associates as needed.

Industry Knowledge

• Maintain a comprehensive understanding of all Treasury products and services,

proactively solving client concerns.

• Participate in industry forums, webinars and events.
• Host bank sponsored seminars.
• Communicate product and sales initiatives to Relationship Managers.

Portfolio & Risk Management

• Proactively manage the Treasury portfolio, balancing growth initiatives with

risk management.

• Ensure compliance with all bank policies and procedures
• Maintain accuracy in all documentation and system inputs to uphold data

integrity.

Education & Experience

• Bachelor’s degree in business or other related degree.
• Excellent business development, interpersonal and verbal/written

communication skills

• General knowledge of commercial credit, lending, and strong knowledge of

• business-related banking services to aid in identifying cross sell
• opportunities.

• Ability to self-generate and drive new business development.

• We offer the opportunity for career growth and development in a professional and
• pleasant working environment. We offer a competitive salary and exceptional

benefits package including

• Health Insurance-Dacotah Bank pays 100% of the premium, family and individual

coverage

• Dental Insurance-Dacotah Bank pays 100% of the premium, family and individual

coverage

• Health Savings Account
• Life Insurance for the employee and family
• Paid Vacation and Sick Time
• Retirement Plan Options
• Additional Perks and Benefits