Treasury Management Sales Associate

Treasury Management Sales Associate

The Treasury Management Sales Associate is responsible for assisting the Treasury Management Sales Officer with various sales related activities. The associate contributes to the group's annual sales goal by preparing sales materials, assisting in the sales and implementation process, and providing continuity when a Sales Officer is out of the office.

Essential duties and responsibilities include :

• Collects key client / prospect data, analysis statements and assembles sales marketing collateral to aid the Sales Officer 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 Sales Officer.
• Initiates the fulfillment process and provides support in client on-boarding to ensure progress and customer satisfaction.
• Upon the receipt of executed agreements, 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.
• Contact clients to ensure new product usage and client satisfaction.
• Serve as primary interface with customer service and implementations to resolve issues, engaging the Sales Officer as necessary.
• Assist team in providing training and market support to the relationship management team.
• Maintain 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.

Supervisory responsibilities include :

Qualifications :

Computer and office equipment skills :

Certificates, licenses, registrations :

First Horizon Corporation is a leading regional financial services company, dedicated to helping clients, communities, and associates unlock their full potential with capital and counsel. Headquartered in Memphis, TN, the banking subsidiary First Horizon Bank operates in 12 states across the southern U.S. The Company and its subsidiaries offer commercial, private banking, consumer, small business, wealth and trust management, retail brokerage, capital markets, fixed income, and mortgage banking services.

Benefit highlights include :