AZ Treasury Managment Sales Associate

Job Description

The Treasury Management Associate provides sales, implementation, and client service support to business customers.
Primary responsibilities of the job include: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

A bachelor's degree, TM or equivalent banking experience preferred.