Provide coordination of cash management product implementation, financial transaction set-upAid the Treasury and Payments Solutions team in sales prep such as: client research, account schematics, deck drafts and prospect/client files [...]
Identifies and makes referrals to other business groups as appropriate.Assists in preparing new business proposals or presentations to clients/prospects based upon their needs.Develops a rapport and instills confidence with the client [...]
Acts as a key member of a collaborative and versatile branch and market team.Probes to understand customer personal banking and credit card needs and integrates marketing promotions and programs into customer conversations to provide s[...]