Treasury Management Sales Associate

Treasury Management Sales Associate

Job Category:
Banking

Requisition Number: TREAS
017105

Full-Time

Location:

On site at location listed in job posting

The Treasury Management Sales Associate (SA) is responsible for assisting the Treasury Management Sales Officer (TMSO) with various sales related activities. Working closely with the TMSO, they contribute to group's annual sales goal by preparing sales materials, assisting in the sales and implementation process, and providing continuity when a TMSO is out of the office.

Essential Duties and Responsibilities

• Collects key client/prospect data, analysis statements and assembles sales marketing collateral to aids the TMSO in preparing for sales and prospect calls.
• Assists in preparing pricing proformas, proposals, presentations and other sales materials.
• Calls on customers via telephone and in person (as appropriate) to assist in the sales process and identify cross sell opportunities.
• Prepares TM Service agreements, implementation and maintenance documentation as directed by the TMSO.
• Initiates the fulfillment process and provides support in client on-boarding to ensure progress and customer satisfaction.
• Upon the receipt of executed agreements, acts as a liaison between TM Sales and Implementations to ensure appropriate credit approvals and risk assessment forms are completed.
• Coordinates and assists with client product training as needed.
• Contact clients to ensure new product usage and client satisfaction.
• Serve as primary interface with customer service and implementations to resolve issues, engaging the TMSO as necessary.
• Assist team in providing training and market support to the relationship management team.
• Maintain sales materials and performs other duties as assigned by TM Sales from client support, training and set up perspectives.
• Performs all other duties as assigned

Supervisory Responsibilities

Qualifications

To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. Additionally, the qualifications listed below are representative of the knowledge, skills, and/or abilities required in this position:

Computer and Office Equipment Skills

Certificates, Licenses, Registrations (Ex: CPA, Series 6 or 7 license, etc)

None required

Benefit Highlights
• Medical with wellness incentives, dental, and vision
• HSA with company match
• Maternity and parental leave
• Tuition reimbursement
• Mentor program
• 401(k) with 6% match
• More --