Treasury Management Sales Consultant - Insurance

About the position

This position is responsible for managing a regional territory to develop new and existing Treasury Management business with an insurance industry focus. This person provides consultative advice on current cash flow practices in order to develop treasury management business. Manages relationships with existing customers to ensure proper servicing of accounts and to expand existing business. Prepares sales presentations, explains services offered, and recommends solutions which would benefit clients. Identifies opportunities to sell other U.S. Bancorp products and services to meet customer needs. Assists management in developing a market strategy and in setting sales objectives. Responsible for meeting or exceeding all assigned sales and revenue retention goals. Assists in the design and oversees the proper installation of treasury management services. Assists management in the development of new services or the modification of existing services.

Responsibilities

• Manage a regional territory to develop new and existing Treasury Management business with an insurance industry focus.
• Provide consultative advice on current cash flow practices.
• Manage relationships with existing customers to ensure proper servicing of accounts.
• Prepare sales presentations and explain services offered.
• Recommend solutions that would benefit clients.
• Identify opportunities to sell other U.S. Bancorp products and services.
• Assist management in developing a market strategy and setting sales objectives.
• Meet or exceed all assigned sales and revenue retention goals.
• Assist in the design and oversee the installation of treasury management services.
• Assist management in the development of new services or modification of existing services.

Requirements

• Bachelor's degree, or equivalent work experience.
• 10 or more years of related experience.

Nice-to-haves

• Extensive knowledge of treasury management products within the insurance space.
• Thorough knowledge of the organization and its products, services, and operations.
• Strong sales and new business development skills.
• Excellent customer service/relations skills.
• Excellent presentation, verbal and written communication skills.

Benefits

• Healthcare (medical, dental, vision)
• Basic term and optional term life insurance
• Short-term and long-term disability
• Pregnancy disability and parental leave
• 401(k) and employer-funded retirement plan
• Paid vacation (from two to five weeks depending on salary grade and tenure)
• Up to 11 paid holiday opportunities
• Adoption assistance
• Sick and Safe Leave accruals of one hour for every 30 worked, up to 80 hours per calendar year unless otherwise provided by law