Josh Primus Email & Phone Number

Miami-Fort Lauderdale Area

Responsible for developing new business and retention of treasury management business for an assigned portfolio, market segment (including specialty) and geographic territory. Duties include preparation and delivery of consultative sees calling to current and prospective clients to discuss their banking needs, analyzing client cash flows, and creating proposals to outline the appropriate Treasury Management products and services and assisting with the design and ensuring the proper installation of treasury management services. Primary responsibilities include calling on current portfolio and prospective clients to discuss their banking needs, analyzing client cash flows by utilizing the Consultative Approach which includes the working capital model and business process reviews and creating proposals to outline the appropriate Treasury Management products and services. Assists in the negotiations of proposal letters, fee agreements, final contracts, and implementing new Treasury Management services. Works closely with Relationship Partners on their business development calling efforts and conducts training sessions to keep them abreast of product offerings and enhancements.

Fort Lauderdale, Florida, United States

Supports Treasury Management Consultants (TMC) with revenue generating and client retention activities. Works closely with TMC in the development of pro forma statements, cash flow diagrams, treasury reviews, proposals and sales presentations. Participates in pre- and post-sale activities including coordination of pre-call plan and call debrief sessions as requested. Have direct responsibility across a certain portion of a TMCs portfolio including direct sales via telephone. Contributes and team revenue goals through individual sales generation. Assists TMC, onboarding team and other partners with implementation coordination for new and existing customers. Contacts new customers in partnership with TMC to ensure satisfaction with service delivery and the smooth enrollment and implementation of new Treasury services.

Fort Lauderdale, Florida, United States

Fort Lauderdale, Florida, United States

Weston, Florida, United States

Buford, Ga

Certificate, Entrepreneurship/Entrepreneurial Studies, Senior

Activities and Societies: Society of EntrepreneursProvides insights on how to become successful and dynamic entrepreneurs in private.

Bachelor Of Business Administration - Bba, Business Administration And Management, General, Senior

Activities and Societies: Management SocietyLearn the craft and science of management in a number of different areas: -Strategic.