Treasury Management Sales Associate

The Sr. Treasury Management Associate provides sales, implementation, and client service support to business customers.

Primary responsibilities of the job include:

TM Sales Support

1. Support Treasury Management Officers (TMOs) with proposal preparation, RFP responses, pricing analysis, and Treasury Management relationship reviews
2. Advance sales opportunities through strategic client follow-up in partnership with the TMO
3. Lead recurring pipeline meetings with each TMO to:
   
   
   
   • Review pipeline activity, including prospects and active deals
   • Identify pre-call planning needs
   • Discuss upcoming proposal and relationship review needs
   • 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
   
   
   
   
4. Stay current on product changes and enhancements

Leadership Responsibilities

1. Mentor and train other Treasury Management Sales Associates through onboarding support, knowledge sharing, and reinforcement of best practices across sales support, implementation, and client service
2. Exemplify leadership among TMSA peers by serving as a trusted resource, modeling sound judgment and professionalism, and demonstrating readiness for broader team leadership responsibilities, including potential people management

Implementation Assistance

1. Aid in obtaining required client signatures, if necessary
2. Track implementation progress to ensure timely setup of new products and services
3. Help coordinate and attend client training sessions with the Implementation Consultant
4. Validate billing and exception pricing following new product implementation
5. Review implemented services that are not being utilized and identify follow-up opportunities

Client Servicing Expectations

1. Support existing client service needs in partnership with the Client Support Specialist and Commercial Services, driving follow-up and ensuring timely resolution
2. Provide sales support to external clients, TMOs, and RMs

A bachelor's degree is preferred, along with 3-5 years' TM or equivalent banking experience. Team management experience and demonstration of meeting team goals and deadlines preferred.