Treasury Services Sales Associate

About the role

The Treasury Services Sales Associate 2 provides sales support for Treasury Management Sales Specialists in delivering treasury products and services to customers by assisting the sales team with soliciting, implementing, and ongoing delivery of cash management products. The associate also assists with problem resolution for customers with complex treasury systems and serves as an information source for these customers after the initial sale.

Responsibilities

• Maintains an extensive working knowledge of Treasury products, services, and delivery systems.
• Communicates with clients and prospects on behalf of multiple sales specialists to facilitate documentation required to sell, set up, and implement services.
• Answers sales phone calls in their absence and addresses customer inquiries directly or refers to client support.
• Performs the function of a Sales Specialist as needed and as directed by TM Sales to make joint calls with the Relationship Manager to conduct product demonstrations and relationship review calls.
• Prepares marketing information packages and assists with preparation of proposals, pro formas, and presentations for customers and prospects.
• Assists with the preparation of treasury relationship reviews and account schematics.
• Proactively reviews and monitors exception pricing deadlines and completes pro forma pricing models and exception pricing forms for pricing approvals and implementations.
• Identifies sensitive situations and escalates appropriately to ensure customer satisfaction and retention.
• Elevates customer issues when appropriate.
• Works with other areas of TM and the bank, including but not limited to client support, implementation, advocates, and account analysis on required processes and documentation.
• Represents the bank in civic, community, and industry activities as required.

Requirements

• College degree in Business Administration or equivalent work experience; degree in Finance or Accounting is preferred.
• 3+ years of related experience.
• Strong communications skills.
• Experienced in Microsoft Office programs.
• Previous experience working in Cash Management is a plus.
• Experience working in a Financial Institution is a plus.

Essential Mental & Physical Requirements

• Ability to work under stress and meet deadlines.
• Ability to operate related equipment to perform essential job functions.
• Ability to read and interpret documents if required to perform essential job functions.
• Ability to travel if required to perform essential job functions.
• Ability to lift/move/carry approximately 10 pounds if required to perform essential job functions.