Treasury Management Sales Associate

Zions Bancorporation•Midvale, UT

28d•Onsite

About The Position

Zions Bank recognizes that its success comes from the dedication, experience, and talents of its diverse employee base. As we usher in the next generation of banking, we're committed to being the premier employer of choice. We're proud to have ranked among American Banker magazine's "Best Banks to Work For" almost every year since 2013, as Best Employer from Utah's Best of State, among the Best Places to Work in Idaho, and "among the Salt Lake Tribune's Top Workplaces. Make the leap into a new era of banking. Let us transform your career. With benefits starting on day one, 11 bank holidays, profit sharing and company-matched 401(k) contributions, Zions is committed to career growth and advancement. At Zions, the possibilities are endless. You bring the talent; we bring the opportunity. Zions Bank has just opened an opportunity for a Treasury Management Sales Associate working in Salt Lake City or Midvale, Utah, at one of our bank offices. We are seeking a highly motivated, individual to help us grow our cash management products as well as other bank products to prospective clients in the region. The ideal candidate for the Treasury Management Sales Associate position will have the skills and experience necessary to: Provide TM Sales Officers with pre-call research, develop proposals, and prepare post-sales customer documentation. Serve as a liaison between the customer, the sales officer, and the implementation team to ensure a satisfactory implementation experience. Build and maintain strong, collaborative relationships with internal partners and external clients to foster trust and deliver exceptional service. Have a strong knowledge of the portfolio to successfully analyze decisions made for the client. Provide sales backup for the TM Sales Officer and may conduct joint sales calls with the TM Sales Officers and Relationship Managers. Communicate effectively and proactively to resolve issues, anticipate client needs, and strengthen long-term partnerships. Conduct other duties as assigned.

Requirements

Some experience with treasury management products, bank products, sales, customer service or other directly related experience.
Bachelor's degree. A combination of education and experience may meet requirements.
Basic knowledge of customer service, sales, banking, and electronic payment processing.
Must have excellent written and verbal communication skills, strong interpersonal skills, and the ability to build trust-based relationships with clients and internal teams.
Ability to meet deadlines, resolve issues, and proactively manage client expectations to ensure a positive experience.

Nice To Haves

Salesforce experience preferred

Responsibilities

Provide TM Sales Officers with pre-call research, develop proposals, and prepare post-sales customer documentation.
Serve as a liaison between the customer, the sales officer, and the implementation team to ensure a satisfactory implementation experience.
Build and maintain strong, collaborative relationships with internal partners and external clients to foster trust and deliver exceptional service.
Have a strong knowledge of the portfolio to successfully analyze decisions made for the client.
Provide sales backup for the TM Sales Officer and may conduct joint sales calls with the TM Sales Officers and Relationship Managers.
Communicate effectively and proactively to resolve issues, anticipate client needs, and strengthen long-term partnerships.
Conduct other duties as assigned.

Benefits

Medical, Dental, and Vision Insurance - START DAY ONE!
Life and Disability Insurance, Paid Parental Lead and Adoption Assistance.
Health Savings (HSA), Flexible Spending (FSA) and dependent care accounts.
Paid Training, Paid Time Off (PTO) and 11 Paid Federal Holidays, and any applicable state holidays.
401(k) plan with company match, Profit Sharing,
Mental health benefits including coaching and therapy sessions.
Tuition Reimbursement for qualifying employees enrolled in an accredited degree, program related to the needs of the business, maximum of $5,250 per calendar year, employees are eligible for the program upon hire.
Promotional opportunities offered from within.
Employee Ambassador preferred banking products.

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