Sales Associate

Role Overview

• Develop and maintain extensive knowledge of Treasury Management products, services, and pricing
• Understand the application of products/services to business cash flow cycles
• Lead fraud discussion with clients and prospects to include client outreach and educating the client on their options once fraud has occurred
• Call jointly with Treasury Management Sales Officer, when appropriate, to develop calling skills, interpersonal relationship building and follow-up protocol (call planning, call reports, client follow-up, strategic planning)
• Primary back up for Treasury Management Sales Officer in his/her absence
• Contribute with revenue generating activities to include adding new accounts and/or new services to existing relationships
• Prepare implementation forms and customer paperwork to onboard new small business clients and to add additional Treasury Management services for existing customers.
• Work closely with retail bankers to educate and assist in identifying TM leads.
• Develop expertise relative to the Treasury Management small business platform
• Communicate and educate bankers regarding client situations, opportunities, etc.
• Provide subject matter expertise to internal bank staff as required
• Assist with other Treasury Management projects as required which may include Pricing Project, etc.

Requirements

• Bachelor’s degree or equivalent experience
• Five years banking experience; 5+ years related experience (Treasury Management sales / product / support, line banker, commercial call center)
• Excellent written/oral communications skills
• Success in problem analysis and resolution
• Strong attention to detail and accuracy
• Strong organizational skills
• Ability to manage multiple detailed work assignments with a high degree of accuracy
• Ability to develop rapport easily with clients, peers, and partners.
• Knowledge of bank operating systems and commercial banking practices
• Knowledge of Treasury Management products, services, procedures, and practices
• Previous experience with analysis of commercial relationships, strategic sales planning and customer issue resolution is preferred.

Benefits

• Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.