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Treasury Management Sales Representative - Cleveland, OH

First National Bank
United States, Ohio, Cleveland
Jan 13, 2025
Primary Office Location:55 Public Square Suit 105. Cleveland, Ohio. 44113. Join our team. Make a difference - for us and for your future.

Position Title: Treasury Management Sales Representative 2

Business Unit: Treasury Management

Reports to: Treasury Management Sales Manager

Position Overview:

This position is primarily responsible for the sale of Treasury Management services to government and business entities generally for basic or standard services. The incumbent conducts sales activities involving in-person and over the phone solicitation, explaining product features and gaining commitment of client to buying service. The incumbent manages and supports existing clients and meets production and cross sales goals both externally and internally to the Treasury Management area.

Primary Responsibilities:

Sells standard and basic Treasury Management services to business and government entities.

Conducts sales activities on new prospects and existing clients.

Utilizes the Baker Hill system to record and track sales activities and provides monthly sales performance reporting to sales managers.

Conducts product training and provides regular updates on Treasury Management services to other departments with support from the Director of Treasury Management and Treasury Management Product Specialists.

Determines appropriate level of product pricing including interest rate margins.

Gains concurrence of Director of Treasury Management and then establishes pricing for client relationships.

Manages Treasury Management relationships on standard client relationships.

Works with other Treasury Management team members such as the Director of Treasury Management and Treasury Management Product Specialists to assist in supporting more complex relationships.

Performs other related duties and projects as assigned.

All employees have the responsibility and the accountability to serve as risk managers for their businesses by understanding, reporting, responding to, managing and monitoring the risk they encounter daily as required by F.N.B. Corporation's risk management program.

F.N.B. Corporation is committed to achieving superior levels of compliance by adhering to regulatory laws and guidelines. Compliance with regulatory laws and company procedures is a required component of all position descriptions.

Minimum Level of Education Required to Perform the Primary Responsibilities of this Position:

BA or BS

Minimum # of Years of Job Related Experience Required to Perform the Primary Responsibilities of this Position:

3

Skills Required to Perform the Primary Responsibilities of this Position:

Excellent project management skills

Excellent communication skills, both written and verbal

Excellent customer service skills

Excellent organizational, analytical and interpersonal skills

Ability to use a personal computer and job-related software

MS Word - Basic Level

MS Excel - Intermediate Level

MS PowerPoint - Basic Level

Experience in treasury management or general banking

Knowledge of commercial banking and treasury management

Licensures/Certifications Required to Perform the Primary Responsibilities of this Position:

CTP/CCM preferred but not mandatory

Physical Requirements or Work Conditions Beyond Traditional Office Work:

Frequent driving (car, van, truck)

Equal Employment Opportunity (EEO):

It is the policy of FNB not to discriminate against any employee or applicant for employment because of his or her race, color, religion, sex, sexual orientation, gender identity, national origin, disability status, or status as a protected veteran. FNB provides all applicants and employees a discrimination and harassment free workplace.

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