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Treasury Management Sales Portfolio Manager
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Full-time
- Location: Orlando or TampaThe Treasury Management Portfolio Manager role is an integral member of the Treasury Sales organization and is responsible for contributing to new sales targets and to the achievement of revenue growth objectives.
- The position is primarily geared to providing support and prioritization focus to Treasury Management Sales Officers (TMSOs) and specifically for initiating implementations, ensuring correct billing, compiling information for relationship reviews, guaranteeing proper internal controls and policies are followed, and supporting ad-hoc requests.
- Utilize QCPs as a blue print for month to month priorities and closing focuses and upcoming call arrangementsBe aware of all outstanding pipeline opportunities and push/partner TSOs to exceed monthly sales goalsAssist with client call preparation by creating relationship review materials, account schematics, account analysis statementsFunction as a key liaison between the client, internal operations, 3rd party vendors, technical, and other areas throughout larger implementation cycles.
- Embrace role requirements to aid in resolution of implementation issues effectively, maintain deadlinesAlways Provide visibility and transparency regarding clients’ needs and statuses to RMs or Branch leadersMaintain open partnerships with LOB, Sales, and other stakeholders to provide mutual feedback on business processes, internal relationships, organizational strengths and opportunities for improvement.
- The Statements above are intended to describe the general nature and level of work being performed by people assigned to this position.
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