TM Sales Associate II
About The Position
The Treasury Management Sales Associate II (TMSA II) is an experienced member of the Treasury Management Sales Support team who partners with Treasury Management Officers (TMOs) to support client and prospect opportunities and advance the sales process. The role provides sales, pricing, analytical, and portfolio support throughout the deal lifecycle, including opportunity preparation, client and industry research, pricing analysis and modeling, proposal support, and coordination of sales-related requests. The position requires strong Treasury Management knowledge, sound judgment, attention to detail, and the ability to independently manage multiple priorities while partnering across Sales, Pricing, Product, Operations, and other internal teams. The TMSA II helps improve deal readiness, accelerate execution, identify revenue opportunities, and deliver a consistent client experience. The position is located in Dallas, Texas.
Requirements
- Bachelor’s degree or equivalent combination of education and relevant experience.
- Relevant experience in Treasury Management, Commercial Banking, Commercial Payments, banking sales support, or financial services.
- Working knowledge of Treasury Management products and services, pricing concepts, and the commercial sales process.
- Strong analytical, problem-solving, organizational, and communication skills, including the ability to interpret client, pricing, and financial information.
- Ability to work independently, exercise sound judgment, manage multiple priorities, and drive requests through completion.
- Proficiency with Microsoft Office applications and ability to learn Treasury Management pricing, account-analysis, CRM, and workflow systems.
Responsibilities
- Partner with assigned TMOs throughout the sales process, independently managing deal preparation, research, analysis, and sales-support activities with limited supervision.
- Conduct client, prospect, portfolio, and industry research to support sales strategy, relationship reviews, opportunity identification, and cross-sell opportunities.
- Develop and support pricing models, proformas, profitability analyses, and non-standard pricing requests, including complex requests and coordination with the Pricing Desk and other approval partners.
- Prepare and coordinate client-facing materials, proposals, and RFP support, ensuring information is accurate, complete, and aligned with the sales strategy.
- Manage assigned sales-support requests from intake through completion, resolving incomplete information, coordinating dependencies, monitoring progress, and communicating status, risks, and next steps.
- Collaborate with Sales, Relationship Management, Pricing, Product, Operations, Client Care, and other internal partners to resolve issues, support deal execution, and deliver a consistent client experience.
- Exercise independent judgment and ownership in managing priorities and resolving issues, escalating complex, time-sensitive, or higher-risk matters when appropriate.
- Serve as a knowledge resource to less-experienced Sales Associates by sharing best practices and process guidance.
- Contribute to process improvements and standardization that strengthen sales effectiveness and the TMSA support model.
Benefits
- Comprehensive benefits programs supporting employees’ and families’ physical, financial, emotional, and social well-being.
- Eligible to participate in an incentive compensation plan based on company, line of business, and/or individual performance.
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
