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Treasury Management Sales Representative II - 3DHX2 in York, PA at M&T Bank

Date Posted: 6/9/2018

Job Snapshot

Job Description

Title: Treasury Management Sales Representative II
Location: York, PA
Basic Function:
Responsible for developing new treasury management business, expanding existing business relationships, and servicing the Bank’s treasury management clients, including handling high touch client accounts in the York, PA area for Middle Market and Government Banking. Capable of working with the larger, more sophisticated business clients with the most complex treasury needs. Represents the department on division and cross-functional committees. Works closely with Relationship Managers and Unit Managers, as well as clients at the Executive Level. Considered a subject matter expert on Treasury Management product benefits and services with various industries and lines of business.
Essential Position Responsibilities:
  • Call on prospective business clients to develop new treasury management sales opportunities through a consultative sales approach.
  • Meet with existing business clients to expand relationships and to ensure proper servicing of clients. Capable of managing complex business relationships within assigned portfolio. Responsible for all phases of sales process from referral through implementation.
  • Analyze clients’ current treasury management structure and pricing, and develop customized solutions to meet the clients’ needs. Prepare and present treasury management presentations and proposals (for both internal and external audiences), illustrating customized solutions, industry trends, as well as features and benefits of the recommended product offerings.
  • Deliver treasury management industry and solution presentations to outside groups (e.g. centers of influence, etc.).
  • Act as a partner with Relationship Managers to market treasury management services to clients and prospects. Provide consultative training to ensure an understanding of the Bank’s product offerings, and communicate product changes and enhancements.
  • Provide input to management regarding client and prospect pricing structure. Work with management on a proposal for Relationship Managers.
  • Assist Regional Treasury Management Sales Manager in executing sales strategies and in meeting or exceeding departmental goals.
  • Participate in the development of strategic business plans and sales campaigns for target clients and prospects.
  • Participate in division projects as assigned.
 Nature and Scope:
This position reports to the Treasury Management Regional Sales Manager and is responsible for participating in the development, expansion, and maintenance of the bank’s treasury management business.
Works closely with Relationship and line of business managers, as well as clients at the Executive level.
Considered a subject matter expert of Treasury Management product benefits and services and is a line of business expert for business units supported.
Minimum Qualifications Required: 
  • Bachelor’s degree or in lieu of a degree, a minimum of four (4) years equivalent in work experience 
  • Three (3) years of treasury management sales experience or comparative banking experience
  • Proficiency with personal computers as well as pertinent software packages
  • Excellent verbal and written communication skills, with the ability to function professionally at different levels, e.g., clients, management peers
 Ideal Qualifications Preferred:
  • CTP (Certified Treasury Professional)
  • Strong internal and external relationship building skills
  • Strong sales aptitude
  • Strong analytical skills and the ability to work independently
  • Ability to utilize customer support resources available to address issues
  • We encourage candidates with relevant military experience to apply
M&T Bank Corporation is an Equal Opportunity/Affirmative Action Employer.
M&T Bank Corporation does not sponsor individuals for the purpose of obtaining H-1 Visas.
M&T Bank Corporation has policies and procedures in place to promote a drug free workplace.