Location: Remote, OR
Company: TRU Treasury
(CUSO) providing Treasury Management advisory, product, and integrated sales and support services to community financial institutions. Our Mission is to provide these organizations with the expertise and scalability to launch and grow a competitive Treasury Management program for their clients and business members.
Our Vision is for community financial institutions to be the primary financial provider for small businesses and the emerging middle market. Our Values which drive our purpose and engagement are Winning Together, Entrepreneurial Spirit, Performance with Purpose, and Continuous Improvement. We offer a competitive compensation package, a dynamic and experienced team, and the
opportunity to help us build a truly unique organization in this market. The Treasury Management Relationship Manager will be responsible for leading and overseeing all aspects of Tru Treasury's engagement with assigned credit unions and community banks including overall relationship management, complex member sales, and continued program growth and development.
Key Responsibilities: Demonstrates a pro-active approach to managing and identifying Treasury Management opportunity leads within the existing portfolio for expansion and retention efforts and works with key stakeholders regarding targeted prospects for business development efforts. Responsible for meeting annual goals and milestone
activities by developing, advising, and executing a strategy to assist client FI's to generate new deposits, gain fee income, and achieve overall growth in their business member portfolio.
Possess strong knowledge of Treasury Management products and educate prospective business members on the features, benefits and value propositions related to each service. Performs various activities in support of the sales function, including (but not limited to) calling on client customers, conducting periodic relationship reviews, preparing all necessary sales presentations, and pricing pro-formas. Prepares and participates in responses to Requests for Proposal's (RFP's) coordinating with product experts and key stakeholders.
Most client and customer/member interactions will be virtual or via phone but in-person meetings are encouraged when appropriate. Collaborates and maintains on-going communication with key FI client relationship partners and stakeholders including monthly sales and activity reporting, service issue escalation and resolution, program development goals and other topics as appropriate. Updates the Customer Relationship Management (CRM) system on sales calls, opportunities, expected revenue, pipeline stages, and customer reviews for all active opportunities.
Conducts on-going training and education sessions for all member/customer facing FI staff in designated territory. This could include product presentations, consultative selling discussions and client success stories. Meet in-person with assigned FI clients periodically and participate in local and regional industry events throughout the year. Qualifications The Individual in this role will be based in and primarily working with Credit Union's and business members in the Mountain and Pacific timezones of the United States. 2 - 5 years Treasury Management sales, Business Banking or Relationship Management experience Bachelor's or master's degree in a related field of study CTP designation beneficial but not required.
Experienced in consultative selling of TM services or other FI provided business services and consistently meets or exceeds goals. Excellent written and verbal communication skills. Ability to work in a virtual/remote environment. Ability to work independently and as the sole subject matter expert on treasury management products, sales, and overall TM program growth for assigned FI clients. Job Posted by Applicant Pro
Sales & Business Development jobs involve strategies, tasks, and processes aiming at attracting new clients and penetrating existing markets to drive revenue growth. Professionals in this field focus on relationship-building, understanding customer needs, identifying business opportunities, and negotiating deals. They frequently collaborate with marketing, customer service, and management, and require skills such as communication, persuasion, strategic planning, and market analysis. These roles are critical for company expansion and often come with performance-based incentives, making them dynamic and results-oriented careers.
Sales & Business Development jobs involve activities aimed at expanding a company's market reach and increasing its revenue. Professionals in this field focus on identifying new business opportunities, building relationships with potential clients, and negotiating deals. They must possess excellent communication skills, strategic thinking, and the ability to analyze market trends. Sales roles typically involve direct product or service promotion, while business development can also encompass partnerships, market research, and long-term growth strategies. These roles are crucial for company expansion and require individuals who are not only persuasive but also adept at understanding customer needs and aligning them with the company's offerings.
Sales & Business Development jobs involve strategies, tasks, and processes aiming at attracting new clients and penetrating existing markets to drive revenue growth. Professionals in this field focus on relationship-building, understanding customer needs, identifying business opportunities, and negotiating deals. They frequently collaborate with marketing, customer service, and management, and require skills such as communication, persuasion, strategic planning, and market analysis. These roles are critical for company expansion and often come with performance-based incentives, making them dynamic and results-oriented careers.
Sales & Business Development jobs involve strategies, tasks, and processes aiming at attracting new clients and penetrating existing markets to drive revenue growth. Professionals in this field focus on relationship-building, understanding customer needs, identifying business opportunities, and negotiating deals. They frequently collaborate with marketing, customer service, and management, and require skills such as communication, persuasion, strategic planning, and market analysis. These roles are critical for company expansion and often come with performance-based incentives, making them dynamic and results-oriented careers.
