Treasury Management Sales Associate

Raymond James•Pittsburgh, PA

1d•Onsite

About The Position

The Treasury Management Sales Associate will be responsible for assisting the TM Sales officer and specialist team in marketing, managing and educating on the entire set of Deposit and Treasury Management product offerings. The incumbent will have team goals to enhance the Bank’s depository and treasury management business.

Requirements

Bachelor’s Degree or equivalent
Minimum 3 years combined sales and depository / treasury management experience
Exceptional interpersonal, communication, and presentation skills
Exceptional planning, time management, and organization skills
Demonstrated analytical and problem-solving capabilities
Demonstrated ability to work independently and build relationships
Ability to work in a high-energy, fast-paced work environment and adapt quickly to changing circumstances

Nice To Haves

Business Administration, Bachelor’s: Marketing
General Experience - 3 to 6 years
Other Certification Not Listed - Other

Responsibilities

Demonstrates mastery level proficiency in all Depository and Treasury Management products
Assists in the development and execution of client onboarding and implementation, sales presentations, RFPs, Client Annual Reviews, Client Risk Assessments, and TM Analytics
Participates in joint and independent sales calling efforts for the Treasury Management Sales Team in order to recommend additional solutions and cross-sell products
Consults with existing and prospective clients, by phone and in person, to learn their business and serve as an additional sales resource in the absence of the RM and/or TM Sales representative
Oversees all Marketing collateral as it relates to depository and Treasury Management products
Provides education and knowledge of products to internal partners and to existing and prospective clients
Provides detailed analytics on depository and TM products
Provides technical support for complex Deposit and Treasury Management sales calling efforts
Effectively manages operational risk and compliance
Facilitating new processes, tools, communications and training to ensure the bank’s success
Acting as a brand ambassador for TriState with every prospect
Maintaining and managing a system to effectively track and report on pipeline and sales initiatives
Assist in developing sales processes, procedures, and departmental goals and initiating strategies that will improve team results