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Treasury Management Sales Representative - Baltimore, MD

First National Bank
United States, Maryland, Baltimore
August 08, 2022
Primary Office Location:300 E. Lombard Street. Baltimore, Maryland. 21202. Join our team. Make a difference - for us and for your future.

Position Title: Treasury Management Sales Representative 3

Business Unit: Treasury Management

Reports to: Treasury Management Sales Manager

Position Overview:

This position is primarily responsible for the sale of Treasury Management services to government and business entities. The incumbent's job duties often involve complex or innovative product solutions in order to manage and support existing clients and meet production and cross sales goals both externally and internally to the Treasury Management area.

Primary Responsibilities:

Sells various complex Treasury Management services to business and government entities.

Conducts sales activities on new prospects and existing clients.

Manages Treasury Management relationships on generally sophisticated client relationships.

Utilizes the Baker Hill system to record and track sales activities and provides monthly sales performance reporting to sales managers.

Conducts product training and provides regular updates on Treasury Management services to other departments.

Determines an appropriate level of product pricing including interest rate margins and establishes pricing for client relationships.

Performs other related duties and projects as assigned.

All employees have the responsibility and the accountability to serve as risk managers for their businesses by understanding, reporting, responding to, managing and monitoring the risk they encounter daily as required by F.N.B. Corporation's risk management program.

F.N.B. Corporation is committed to achieving superior levels of compliance by adhering to regulatory laws and guidelines. Compliance with regulatory laws and company procedures is a required component of all position descriptions.

Minimum Level of Education Required to Perform the Primary Responsibilities of this Position:

BA or BS

Minimum # of Years of Job Related Experience Required to Perform the Primary Responsibilities of this Position:

5

Skills Required to Perform the Primary Responsibilities of this Position:

Excellent project management skills

Excellent communication skills, both written and verbal

Excellent customer service skills

Excellent organizational, analytical and interpersonal skills

Ability to use a personal computer and job-related software

MS Word - Basic Level

MS Excel - Intermediate Level

MS PowerPoint - Basic Level

Experience in treasury management

Knowledge of cash management functions within client organizations including knowledge of accounts payable and accounts receivable functions

Licensures/Certifications Required to Perform the Primary Responsibilities of this Position:

CCM/CTP Required

Physical Requirements or Work Conditions Beyond Traditional Office Work:

Frequent driving (car, van, truck)

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