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- Woodbridge Township, NJ
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Treasury Management Sales Representative II
M&T Bank • Woodbridge Township, NJ
Posted 27 days ago
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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.
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.
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
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
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
Job Posting: Nov 16, 2017, 4:28:03 PM
Unposting Date: Ongoing
lieu of a degree.
Minimum three (3) years treasury management sales experience or
comparative banking experience.
Proficiency with personal computers as well as pertinent software
Strong internal and external relationship building skills.
Strong sales aptitude.
Strong analytical skills and the ability to work independently.
Customer service – ability to utilize customer support resources
available to address issues.
Excellent verbal and written communication skills, with the ability to
function professionally at different levels, e.g., clients, management
CTP (Certified Treasury Professional) preferred.
At M&T, we strive to be the best place our employees ever work, the
best bank our customers ever do business with and the best investment
our shareholders ever make. So when looking to advance your career,
look to M&T. As a top 20 US bank holding company and one of the best
performing regional banks in the country, we offer a wide range of
performance based career development opportunities for talented
professionals. And through our longstanding tradition of careful,
conservative and consistent management and a strong commitment to the
communities we serve, we continue to grow with a focus on the future.