Treasury Direct Sales Representative

Job Description

MINIMUM REQUIREMENTS:

• Bachelor’s degree in finance, economics, or a related field.
• Previous experience in sales, particularly in treasury or financial products, is preferred.
• Understanding of foreign exchange (FX) and money markets.
• Excellent communication and interpersonal skills.
• Strong analytical and problem-solving abilities.
• Proven track record of meeting or exceeding sales targets.
• Knowledge of treasury products
• Ability to work independently and as part of a team.
• Exceptional customer service and relationship-building skills.
• Proficiency in financial software and Microsoft Office applications.

Responsibilities

• Develop and implement effective sales strategies to achieve and exceed sales targets for the treasury products.
• Identify and prospect potential clients, including individuals, corporations, and institutional investors, to expand the bank’s client base.
• Provide personalized financial advice and solutions to clients based on their financial goals and risk tolerance.
• Educate clients on the benefits of investing in treasury products.
• Stay updated on market trends, interest rates, and economic conditions to provide informed recommendations to clients.
• Facilitate the purchase and sale of treasury products for clients, ensuring a smooth and efficient transaction process.
• Manage client accounts and maintain accurate records of client interactions and transactions.
• Collaborate with internal departments to address client inquiries and resolve any issues promptly.
• Keep abreast of banking regulations and compliance requirements to ensure all activities are in adherence to legal and ethical standards.