Treasury Management Senior Sales Associate

Home Bank•Bonnabel Place, LA

15d

About The Position

PURPOSE OF THE JOB Aligned to one or more Treasury Management Officers (TMO), the Treasury Management Sales Associate (TMSA) provides primary sales support within the Bank (Commercial & Industrial, Business Banking, Commercial Real Estate) to aid in meeting revenue targets. Working throughout the sales cycle with the TMO, the TMSA provides key support by maintaining a client focus with an awareness and understanding of operational aspects of products and services. This role supports all sales activities, facilitates client onboarding of treasury services (and potentially deposit products), along with assisting the TMO with ongoing client relationship management activities. The goal of the position is to own operational aspects of the sales process with an emphasis on speed to revenue. The TMSA plays a key role on the field organization, building relationships with our bankers, TMO’s, and clients by prospecting with current and future portfolio and generating sales leads.

Requirements

Bachelor’s Degree in Business Administration, Finance or related field preferred
A minimum of five (5) years in Treasury Management or financial services experience or
A minimum of five (5) previous bank operations or client service experience
Two (2) years of Treasury Management product management support
Basic Knowledge of treasury management product knowledge
Leveraging their network of peers and other channels, they collaborate across business lines to create by-in and gets things done while using sound judgement in assessing risk
Knowledge of principles and processes for providing customer and personal services
Clear and effective verbal, written and interpersonal communication skills with the ability to carry out instructions and speak clearly to customers and employees.
Regularly solve basic to intermediate treasury management related problems and delegate more complex issues to the appropriate channel.
Values and fosters a spirit of teamwork and cooperation across value streams, sharing best practices.
Ability to deliver timely, error free work
Ability to regularly identify opportunities to improve the client experience and enhance Home Bank’s brand in the marketplace.
Ability to balance competing priorities with solid follow up

Responsibilities

Prepares, reviews, and executes treasury management documentation in accordance with Home Bank’s policies and procedures.
Coordinate with internal partners to ensure successful implementation, product ramp-up and accurate billing of products and services.
Assist Treasury Management & Commercial Deposit Manger with product management, merchant processing analysis and marketing duties.
Utilizes technical product knowledge to assist with sales call preparation by performing a variety of sales and marketing functions including preparing account schematics, pricing proforma, proposal documentation and sales/relationship review presentations.
Assist with client acquisition and deepening of existing relationships throughout the identification of client needs.
Assist clients in navigating the bank by liaising with Client Services, TM Sales, and other partner teams.
Partners to ensure appropriate credit approval is in place for selected products to ensure compliance. (market driven)
Routes client service issues to appropriate partners for completion and communicates ownership back to stakeholders.
Identifies potential solutions to client needs as requested; being an active sales representative within the portfolio.
Assists Treasury Management Sales Officers in relationship planning, gathering information regarding prospects and existing clients, and updates pipeline as needed.
Works closely with the TMO to understand the needs of clients and is responsible for creating customized client centric sales materials
May occasionally attend outside sales calls to discuss implementation process with new clients, and to conduct annual treasury reviews, when appropriate
Takes ownership of metrics defined in the TM Dashboard and actively works to ensure items are updated accordingly.
Reinforcing the TMO’s consultative approach
Requires managerial guidance with expectation of increased independence as associates becomes more skilled in role
Perform other duties as assigned.