TM Sales Associate
About The Position
Provide strategic sales support to Treasury Management sales team in delivering non-credit commercial products and services to clients. Focus on developing strategies to grow Treasury Management revenue and increase Treasury Management penetration within the bank’s portfolio of clients. Proactively prepare for calls and relationship reviews. Responsible for assisting the Treasury Management Sales Officers (TMSO) with the sale of Treasury Management solutions to new clients and retention of current client relationships. Developing partnerships with Treasury Management Sales Officers to grow profitable business.
Requirements
- Bachelor’s degree or equivalent experience
- Five years banking experience
- 5+ years related experience (Treasury Management sales / product / support, line banker, commercial call center)
- Excellent written/oral communications skills
- Success in problem analysis and resolution
- Strong attention to detail and accuracy
- Strong organizational skills
- Ability to manage multiple detailed work assignments with a high degree of accuracy
- Ability to develop rapport easily with clients, peers, and partners.
- Knowledge of bank operating systems and commercial banking practices
- Knowledge of Treasury Management products, services, procedures, and practices
- Previous experience with analysis of commercial relationships, strategic sales planning and customer issue resolution is preferred.
Responsibilities
- Develop and maintain extensive knowledge of Treasury Management products, services, and pricing
- Understand the application of products/services to business cash flow cycles
- Lead fraud discussion with clients and prospects to include client outreach and educating the client on their options once fraud has occurred
- Call jointly with Treasury Management Sales Officer, when appropriate, to develop calling skills, interpersonal relationship building and follow-up protocol (call planning, call reports, client follow-up, strategic planning)
- Primary back up for Treasury Management Sales Officer in his/her absence
- Contribute with revenue generating activities to include adding new accounts and/or new services to existing relationships
- Prepare implementation forms and customer paperwork to onboard new small business clients and to add additional Treasury Management services for existing customers.
- Work closely with retail bankers to educate and assist in identifying TM leads.
- Develop expertise relative to the Treasury Management small business platform
- Communicate and educate bankers regarding client situations, opportunities, etc.
- Provide subject matter expertise to internal bank staff as required
- Assist with other Treasury Management projects as required which may include Pricing Project, etc.
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
Associate degree
