AZ Treasury Management Sales Associate Supervisor
MidFirst Bank · Oklahoma City, OK · 2 wk ago
On-siteBusiness DevelopmentFull-time
Responsibilities
- Support Treasury Management Officers (TMOs) with proposal preparation, RFP responses, pricing analysis, and Treasury Management relationship reviews
- Advance sales opportunities through strategic client follow-up in partnership with the TMO
- Lead recurring pipeline meetings with each TMO:
- Review pipeline activity, including prospects and active deals
- Identify pre-call planning needs
- Discuss upcoming proposal and relationship review needs
- Identify opportunities to help move deals to close
- Follow up on action items from line-of-business partner reviews
- Participate in annual product campaigns and initiatives
- Stay current on product changes and enhancements
- Mentor and train other Treasury Management Sales Associates through onboarding support, knowledge sharing, and reinforcement of best practices across sales support, implementation, and client service
- Aid in obtaining required client signatures, if necessary
- Track implementation progress to ensure timely setup of new products and services
- Coordinate and attend client training sessions with the Implementation Consultant
- Validate billing and exception pricing following new product implementation
- Review implemented services that are not being utilized and identify follow-up opportunities
Qualifications
- A bachelor’s degree is preferred, along with 3-5 years’ TM or equivalent banking experience
- Team management experience and demonstration of meeting team goals and deadlines preferred