M & T Bank Treasury Management Sales Representative III - 3DGSQ in Boston, Massachusetts
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.
Responsible for 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.
Relied upon by management to set the example for and serve as a mentor
to other Treasury Management Consultants.
Actively participates in financial services organizations, including
the regional chapter of the Association for Financial Professionals.
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. Exhibit ownership of top, complex
business relationships within assigned portfolio. Responsible for all
phases of sales process from referral through implementation.
Analyze client’s current treasury management structure and pricing, and
develop customized solutions to meet the client’s 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
Develop original treasury management industry and solution
presentations for self and team to present at external meetings (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.
Analyze client and prospect pricing structure and make recommendations
to Relationship Managers and management.
Assist Regional Treasury Management Sales Manager in executing sales
strategies and in meeting or exceeding departmental goals. Help
identify team strategies to drive sales efforts.
Participate in the development of strategic business plans and sales
campaigns for target clients and prospects. Identify opportunities for
new business development.
Provide training and mentoring to sales representatives with less
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. This position
assists with strategic planning.
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
May supervise more junior consultants.
Bachelors’ degree or four (4) years equivalent in work experience in
lieu of a degree.
Minimum five (5) years Treasury Management sales experience.
Proficiency with personal computers as well as pertinent software
Strong internal and external relationship building skills.
Strong sales aptitude and ability to work with clients at the Executive
Detailed knowledge of industry products and services.
Strong analytical skills and the ability to work independently.
Customer Service – ability to diagnose and direct support for client
Excellent verbal and written communication skills, with the ability to
function professionally at levels, e.g., clients, management,
CTP (Certified Treasury Professional) preferred.
We encourage candidates with relevant military experience to apply.
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.
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.