Treasury Management Sales Associate

Location

On site at location listed in job posting

Paying for relocation and/or commute 3 times a week into Nashville.

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.

• Collect key client/prospect data, analyze statements and assemble sales marketing collateral to aid the TMSO in preparing for sales and prospect calls.
• Assist in preparing pricing proformas, proposals, presentations and other sales materials.
• Call customers via telephone and in person (as appropriate) to assist in the sales process and identify cross‑sell opportunities.
• Prepare TM Service agreements, implementation and maintenance documentation as directed by the TMSO.
• Initiate the fulfillment process and provide support in client onboarding to ensure progress and customer satisfaction.
• Upon receipt of executed agreements, act as a liaison between TM Sales and Implementations to ensure appropriate credit approvals and risk assessment forms are completed.
• Coordinate and assist 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 perform other duties as assigned by TM Sales from client support, training and set up perspectives.
• Perform all other duties as assigned.

No supervisory responsibilities.

• Bachelor (4‑year college) degree and 1‑2 years of experience or equivalent combination of education and experience.

• Microsoft Office suite.

None required.

• 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 --

Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities.

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