Government Banking Sales Advisor II presso Wealth Management-MA

A NH Government Banking Sales Advisor II will be responsible for the sales, marketing, and relationship management of a book of existing municipal customers, as well as prospecting for new customers. Sales of traditional bank depository and cash management products to municipal prospects, managing a portfolio of customers, and growing business with existing customers is expected.

• Sales and marketing of traditional depository and Cash Management services to New England municipal entities throughout a specified geographic territory, but mainly within New Hampshire.  Managing and maintaining a portfolio of existing customers. Responsible for achieving predetermined sales and EXCEL goals each year, new relationships and new core deposits, along with growing the portfolio over previous year’s levels. 
• Sales call planning and reporting to include preparing territory plans, monthly sales reports, call reports, and relationship reviews, as well as joint calls with other bank departments
• Generating proposals and responding to new business opportunities through the RFP process.
• Team projects and assisting with analytical reports, special projects, bank conversions, and customer product training/forms completion. 
• Pricing and tailoring products to meet the customer's requirements
• Assisting Customer decisions with respect to product training, service levels, quality and customer satisfaction

Education and Experience

• A Bachelor’s degree is desired.
• Experience with clients in the government/municipal sector is preferred.

Skills/Knowledge 

• Prospecting, sales, and closing skills are required.
• In depth knowledge of traditional bank products, as well as a working knowledge of cash management products.

Working Conditions  

• This position requires extensive customer visits and prospect calls.
• The position can be managed from a home office.
• Territory is located within New England, but mainly in New Hampshire.  The department has customers throughout Massachusetts, which are assigned according to geography and/or relationship fit.