AZ Treasury Managment Sales Associate
MidFirst Bank · Scottsdale, AZ · 2 days ago
On-siteBusiness DevelopmentFull-time
About the role
The Treasury Management Associate provides sales, implementation, and client service support to business customers.
Responsibilities
- TM Sales Support
- 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 to:
- 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
- Support the TMO with sales and prospect reporting
- Follow up on action items from line-of-business partner reviews
- Partner with the TMO on annual product campaigns and initiatives
- Stay current on product changes and enhancements
- Implementation Assistance
- Aid in obtaining required client signatures, if necessary
- Track implementation progress to ensure timely setup of new products and services
- Help 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
- Client Servicing Expectations
- Support existing client service needs in partnership with the Client Support Specialist and Commercial Services, driving follow-up and ensuring timely resolution
- Provide sales support to external clients, TMOs, and RMs