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Christian Pallas
cfpallas@
214-462-4122
Treasury Management Card Solutions Consultant
Northern California (San Francisco/San Jose/Sacramento)
Treasury Management Card Solutions Consultant in Northern California
155337 -
California
Full-time
Job Title:
Treasury Management Card Solutions Consultant in Northern California
Job Category:
Product Management
Job Description:
National Card Solutions Consultant
We invite you to explore the award-winning culture, people, rewards and opportunities that make Comerica Bank so special. Make your next career choice a confident one. The VP, National Card Solutions Consultant is responsible for expanding the use of Commercial Card Services among Comerica's business customers and prospects.
Position Competencies
Successful incumbents possess a strong customer focus, solid consultative, analytical and project management skills. In addition, they are creative thinkers, excellent listeners, self-motivated and well organized. They make compelling presentations which move the customer to action.
Reporting Information/Location
This National Card Solutions Consultant position is located in Northern California and reports to the National Card Solutions Team Lead.
Position Responsibilities
Increase Portfolio Profitability
•Provide daily customer support for assigned portfolio
•Administer assigned programs to maintain exceptional customer satisfaction
•Analyze the portfolio to identify customers that are candidates for growth.
•Engage the customer to review the program, become familiar with the business of the customer, and create recommendations for program expansion when there is sufficient credit available to accommodate the expansion.
•Create recommendations based on analysis and present findings to the customer, Treasury Management Officer (TMO) and Relationship Manager.
•Consult with various levels of the customer's organization to review recommendations and create a plan for expansion of the program.
•Support the customer through implementation of recommendations such as additional use of the Card Management System and reporting applications such as Smart Data G2.
•Engage Relationship Manager and TMO as necessary to garner support for increased spend and card use.
•Meet or exceed revenue goals.
•Provide support to the team to maintain excellence in delivery of Commercial Card products and achieve plan.
Technical Sales Support and Analysis
•Analyze card programs and create recommendations for expansion
•Create an implementation strategy to move recommendations forward
•Use analysis results and presentation materials to present a compelling story in order to move a customer to action
•Follow up with the customer to maintain momentum toward stated objectives
•Create presentation materials to present ideas to customers and card program champions to encourage increased card use
•Influence decision makers and motivate influencers to expand their Commercial Card program
•Ability to maintain a positive attitude and to be an ambassador for the Commercial Card product with customers, TMOs and Relationship Managers
•In depth knowledge of Commercial Card products and systems
Develop and Maintain Industry Contacts & Card Expertise
•Develop contacts with peer banks, industry groups, and network partners to learn about best practices and industry trends
•Keep current on all product tools (internal and external) to assist in optimization and program expansion strategies
•Develop best practices from knowledge of current customer successes and develop strategies to share and implement these successes with other customers
•Become a trusted advisor to inspire the customer's commitment to increase card use and achieve stated goals for the program
•Continually practice and refine customer contact strategies
•Participate in Customer Forums and Conferences to gain knowledge of product development, regulatory changes, and best practices within the industry
Qualifications:
•Bachelor's degree and 6 years of work experience or 10 years of experience in financial services sales, customer service or operational position
•5 years experience solving complex problems and using negotiation skills
•5 years analyzing data, product information, or process flows to identify improvements and implement changes
•5 years experience managing sensitive customer or vendor relationships
•3 years experience with Microsoft Office including Word, Excel and Powerpoint, and Outlook software
Standard Hours:
8:00am - 5:00pm Monday - Friday
City:
San Francisco
State:
California
Work Location(s):
2 Embarcadero Center, Ste 300 San Francisco, CA 94111
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