First National Bank Sr. Advisor, Treasury Services Sales in Boulder, Colorado

JobTitle: Sr. Advisor, Treasury Services Sales

Date Posted: 10/04/2016


Location: Boulder - Iris Branch

City: Boulder

State: CO

Other Locations:

Remote Option:

Schedule: M-F, 8-5

Full/Part Time: Full-time

Posting Category: Professional

External Posting Code: CL

Job Description:

Role Overview:

Work collaboratively and independently to identify and develop new CTS revenue opportunities from current and prospective clients through a consultative, value-based sales approach. Continuously develop industry and market knowledge. Ensure customer relationships receive high-level customer service.

Key Accountabilities:

  1. Business Development: Identify, attract and retain new customers to increase CTS revenue growth. Exceed sales goals by developing territory plans and executing calling strategies.

  2. Portfolio Management: Maintain client portfolio with attention to profitability, business trending and overall performance. Identify cross sell opportunities through a detailed awareness of customers and their operations. Solidify banking relationships by providing additional value as a trusted advisor/consultant.

  3. Collaboration: Develop and maintain relationships with internal and external centers of influence and understand their respective products in order to offer comprehensive solutions.

Job Qualifications:

Basic Qualifications:

· High school diploma or GED required, Bachelors degree preferred plus

· 4+ years treasury sales experience highly desired

· Strong sales/business development skills

· Advanced interpersonal, strategic selling and presentation skills

· Personally motivated

Additional Qualifications:

· Customer relationship oriented

· Understanding of commercial banking and bank operations

Desired Qualifications:

· Certified Treasury Professional (CTP) accreditation

All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, protected veteran status, or disability status.

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