Treasury Management Sales Associate

First Horizon • Charlotte, NC

73d

About The Position

The Treasury Management Sales Associate (SA) is responsible for assisting the Treasury Management Sales Officer (TMSO) with various sales related activities. Working closely with the TMSO, they contribute to group's annual sales goal by preparing sales materials, assisting in the sales and implementation process, and providing continuity when a TMSO is out of the office.

Requirements

• Bachelor (4-year college) degree and 1-2 years of experience or equivalent combination of education and experience.
• Proficiency in Microsoft Office suite.

Responsibilities

• Collects key client/prospect data, analysis statements and assembles sales marketing collateral to aids the TMSO in preparing for sales and prospect calls.
• Assists in preparing pricing proformas, proposals, presentations and other sales materials.
• Calls on customers via telephone and in person (as appropriate) to assist in the sales process and identify cross sell opportunities.
• Prepares TM Service agreements, implementation and maintenance documentation as directed by the TMSO.
• Initiates the fulfillment process and provides support in client on-boarding to ensure progress and customer satisfaction.
• Acts as a liaison between TM Sales and Implementations to ensure appropriate credit approvals and risk assessment forms are completed.
• Coordinates and assists with client product training as needed.
• Contacts clients to ensure new product usage and client satisfaction.
• Serves as primary interface with customer service and implementations to resolve issues, engaging the TMSO as necessary.
• Assists team in providing training and market support to the relationship management team.
• Maintains sales materials and performs other duties as assigned by TM Sales from client support, training and set up perspectives.
• Performs all other duties as assigned.

Benefits

• Medical with wellness incentives, dental, and vision
• HSA with company match
• Maternity and parental leave
• Tuition reimbursement
• Mentor program
• 401(k) with 6% match

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Industry: Credit Intermediation and Related Activities
• Education Level: Bachelor's degree
• Number of Employees: 1,001-5,000 employees