M & T Bank Treasury Management Sales Representative III - 3DGSQ in Boston, Massachusetts

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.

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

product offerings.

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

units supported.

Supervisory Responsibility

May supervise more junior consultants.

Basic Qualifications

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,


Ideal Qualifications

MBA preferred.

CTP (Certified Treasury Professional) preferred.

We encourage candidates with relevant military experience to apply.


About M&T

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.