Job Overview: Fidelity's treasury services department provides businesses a comprehensive suite of tools to help improve their cash flow, streamline investment activities, minimize instances of fraud and provide information reporting. Treasury services team members operate with a problem-solving mindset, considering the different ways in which Fidelity can assist with increasing efficiencies and maximizing our customer's return on cash. Are you passionate about business and helping others succeed? Let's talk.
The candidate for this position will be responsible for:
Identifying opportunities and assisting in the marketing and sales of treasury management productsParticipating in outside business development activities and driving portfolio growthPreparing and presenting proposals to prospects as well as accompanying lenders on sales presentationsCommunicating with customers and staff to provide support and to resolve customer issuesRequirements for the position include:
A Bachelor's degree (may be waived in lieu of experience)A minimum of five years of commercial financial services experience, preferably with a proven track record selling financial productsHigh attention to detail and organizationStrong verbal and written communication skillsThe ability to work in a deadline-driven environmentOccasional road and/or air travelEEO/Veterans/Disability
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