AZ Treasury Managment Sales Associate

MidFirst Bank•Scottsdale, AZ

About The Position

The Treasury Management Associate provides sales, implementation, and client service support to business customers. This role involves supporting Treasury Management Officers (TMOs) with various sales activities, including proposal preparation, RFP responses, pricing analysis, and relationship reviews. The associate will also lead pipeline meetings, track implementation progress, and assist with client servicing needs.

Requirements

Bachelor's degree or equivalent banking experience preferred

Nice To Haves

Treasury Management experience

Responsibilities

Support Treasury Management Officers (TMOs) with proposal preparation, RFP responses, pricing analysis, and Treasury Management relationship reviews
Advance sales opportunities through strategic client follow-up in partnership with the TMO
Lead recurring pipeline meetings with each TMO to review pipeline activity, identify pre-call planning needs, discuss upcoming proposal and relationship review needs, and identify opportunities to help move deals to close
Support the TMO with sales and prospect reporting
Follow up on action items from line-of-business partner reviews
Partner with the TMO on annual product campaigns and initiatives
Stay current on product changes and enhancements
Aid in obtaining required client signatures, if necessary
Track implementation progress to ensure timely setup of new products and services
Help coordinate and attend client training sessions with the Implementation Consultant
Validate billing and exception pricing following new product implementation
Review implemented services that are not being utilized and identify follow-up opportunities
Support existing client service needs in partnership with the Client Support Specialist and Commercial Services, driving follow-up and ensuring timely resolution
Provide sales support to external clients, TMOs, and RMs