Chicago – Treasury Management – Sales Professional (107127)

Anna has been a Treasury Management Specialist for five years with ten years of related banking experience. She enjoys all elements of top treasury management and customer service and is a highly effective treasury management professional.

She is seeking an opportunity with a Chicago area bank.

Anna’s career skills as a Treasury Management Specialist include:

  • Manage and serve a portfolio of up to 400 clients simultaneously.
  • Exceeded sales goal by 10% within the first year of obtaining position
  • Responsible for supporting the bank’s customer service model by providing exceptional customer service while launching treasury management product sales, building and maintaining quality relationships, recognizing cross-selling opportunities.
  • Exceeded $3MM revenue goals 
  • Top producing manager – Providing support to five client managers.
  • Launch customer needs assessments to identify potential interest and sales opportunities for existing and prospective clients.
  • Deliver valuable training and mentor-ship to market area treasury solution analysts ensuring knowledge surrounding best business practices, sales techniques, and quality client interaction.
  • Successfully on-boarded four major customers during 2016, which represent the largest revenue generating customers within the market.

Anna is asking for a base salary minimum of $85K.

Kindly call Jeanie Maher or Tom Szmanda at 847-325-5457 or email us at: jeanie@symicorgroup.com.

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