TM Sales Associate I
About The Position
The Treasury Management Sales Associate I (TMSA I) is part of the Treasury Management Sales Support team and partners with Treasury Management Officers (TMOs) to support client and prospect opportunities and the overall sales process. The role provides sales, pricing, and analytical support throughout the deal lifecycle, including opportunity preparation, client and industry research, pricing support, proposal development, and coordination of sales-related requests. The position offers the opportunity to develop Treasury Management knowledge and commercial banking experience while building the skills needed to become a trusted sales partner. The TMSA I works collaboratively with Sales, Pricing, Product, Operations, and other internal teams to support timely execution and a consistent client experience.
Requirements
- Bachelor’s degree or an equivalent combination of education and relevant experience.
- Experience or demonstrated interest in Treasury Management, Commercial Banking, Commercial Payments, banking sales support, or financial services.
- Strong analytical, problem-solving, organizational, and communication skills, with attention to accuracy and detail.
- Ability to manage multiple priorities, follow established processes, collaborate effectively, and drive assigned requests through completion.
- Demonstrated initiative, accountability, and willingness to develop Treasury Management and commercial banking knowledge.
- Proficiency with Microsoft Office applications and ability to learn Treasury Management pricing, account-analysis, CRM, and workflow systems.
Responsibilities
- Partner with assigned TMOs to support client and prospect opportunities through deal preparation, research, analysis, and coordination of sales-support activities.
- Conduct client, prospect, portfolio, and industry research to support sales strategy, relationship reviews, opportunity identification, and cross-sell opportunities.
- Assist with pricing models, proformas, profitability analysis, and pricing requests, ensuring information and supporting documentation are accurate and complete.
- Prepare and coordinate client-facing materials, proposals, and RFP support using established processes, templates, and resources.
- Manage assigned sales-support requests from intake through completion, coordinating with internal partners, monitoring progress, and communicating status and next steps.
- Collaborate across Sales, Relationship Management, Pricing, Product, Operations, Client Care, and other internal partners to support deal execution and a consistent client experience.
- Develop knowledge of Treasury Management products, pricing, processes, and systems; apply established procedures and escalate questions or complex matters when appropriate.
- Contribute to team coverage, knowledge sharing, and process improvements that support sales effectiveness and a consistent TMSA experience.
Benefits
- Comprehensive benefits programs supporting employees’ and families’ physical, financial, emotional, and social well-being.
- Eligible to participate in an incentive compensation plan, with payments based on company, line of business, and/or individual performance.
Stand Out From the Crowd
Upload your resume and get instant feedback on how well it matches this job.
What This Job Offers
Job Type
Full-time
Career Level
Entry Level
