Treasury Management Sales Associate
About The Position
A Treasury Management Sales Associate serves a critical role in ensuring First United meets and exceeds both new and existing customers' Treasury Management needs. Delivering an exceptional client centered experience and providing financial solutions is integral to our success as an organization. The TMSA will work alongside a Treasury Management Officer (TMO) and is responsible for preparing sales pricing, presentation and sales materials for new and existing clients with Treasury Management products, which range from simple to complex in nature. This role manages and owns the sales support of TM products and services according to defined processes and policies ensuring an excellent client experience. The TMSA will work alongside a Treasury Management Sales Officer to provide Sales Support, to achieve sales and service goals.
Requirements
- Bachelor's Degree preferred or Equivalent work experience
- Five years of Bank customer service experience required.
- Three- Five years Treasury Management experience required.
- Sales Experience preferred.
- Proficient in Microsoft Office programs (Outlook, Word, Excel, PowerPoint etc.)
- Proficient in Salesforce
- Exceptional interpersonal skills
- Strong verbal and written communication skills
- Active Participation in Prospect and Client conversations
- Strong time management and organization skills evidenced in previous assignments.
- Possesses a strong sense of customer service and is attentive and prompt in attending to customer needs.
- Demonstrates dependability through good attendance and adherence to timelines and schedules.
- Willingness to accept additional responsibilities.
- Takes initiative in the completion of projects.
- Ability to meet deadlines.
Responsibilities
- Assist with preparation of client presentation documents, pricing proposals, relationship reviews or pitch books
- Collaborates with TMO throughout the sales process for pipeline status update, new pricing proposals, and creation of presentations.
- Attends sales, relationship reviews and implementation meetings as requested.
- Communicates with clients and prospects as needed to clarify sales requests, referrals, or setup questions.
- Prescreens Treasury Management referrals and directs according to proven process and alignment of services.
- Post enrollment, ensures services and pricing and billing is accurate
- Attend meetings and training as required to continue development and to enhance knowledge of Treasury Management products, processes, and technologies.
- Provides support with calling efforts to inform TM clients of important information.
- Gathers necessary information for implementation of services and submits information to implementation for processing of requested services.
- Completes special projects as requested
- Strong understanding of Treasury Management Solutions
- Demonstrates initiative and timely response to internal and external clients
- Manages work tasks within the department as assigned.
- Direct communication/engagement with Business owners and executives
- Completes all required compliance exams on a yearly basis.
- Adherence to all First United Policies and Procedures.
- Other duties as assigned by supervisor.
- Travel 5-10% of time to attend TM offsite meetings and trainings.
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
Industry
Credit Intermediation and Related Activities
Number of Employees
1,001-5,000 employees
