SUMMARY:

This position is responsible for relationship sales development for business customers with Treasury
Management product and service’s needs. Provides support and service for the treasury management
needs of business banking clients. They will work with all calling officers in both the Commercial and
Retail lines of business in the markets that they serve and will be responsible for keeping their Regions
current on Treasury Management and Commercial Services issues, including training on the Treasury
Management and Commercial Services products. They will have annual revenue production goals. They
will be expected to provide calling and pipeline information in accordance with directions as set by
management. A majority of their calling activities will be done jointly with Commercial and Retail calling
officers, but they will also be expected to do calling on their own to self-source opportunities and cross-
sell opportunities to all lines of business in the bank. They will be expected to be active in their
communities and to establish both networking opportunities and centers of influence. Work to
strengthen cross selling relationships with retail and commercial lending areas. Travel is required.

 RESPONSIBILITIES:

Under limited supervision, Treasury Management sales representatives are responsible for the sales
activities to existing and prospective business customers. They will proactively deliver service/product
solutions to current and prospective clients on a needs-based, cost-benefit driven model. This includes
the development of new profitable Treasury management relationships and the ongoing consultative
support for TM clients. This person proactively works with Commercial Lenders and Retail Bankers to
coordinate the sales strategies to support revenue growth and business development efforts. Able to
assist complex clients along with possessing and utilizing exceptional organizational and time
management skills. Development of business through calling on all ranges of businesses. The main
function should be the support of current clients and prospects with assigned relationship offices when
one is in place. Assist in identifying additional sales/service opportunities. Manage referrals in
conjunction with the lender or retail banker as needed.