Treasury Management Sales Support Associate

Treasury Management Sale Support Associate

The Treasury Management Sale Support Associate supports their designated Treasury Management Advisors and works as a liaison between sales and operations. The Treasury Management Sales Support Associate provides outstanding service to both external clients and internal business partners. This candidate has a strong understanding of commercial relationships and Treasury Management solutions. Essential functions include :

• Ensuring compliance with Northwest's policies and procedures, and federal / state regulations
• Navigating Microsoft Office Software, computer applications, and software specific to the department in order to maximize technology tools and gain efficiency
• Working as part of a team
• Working with on-site equipment
• Collaborating with TMA to acquire, expand and retain business
• Assisting sales team with client support
• Developing and understanding client's treasury cash management structure and objectives
• Providing timely follow-up with clients and business partners
• Identifying additional Treasury Management opportunities
• Communicating with clients by email, phone, Teams, Docusign, and in person with professionalism and in a clear and concise manner
• Entering detailed notes in CRM System
• Making outbound calling efforts to support ACH, Wire and Express Deposit confirmations
• Completing Online Banking Enrollment forms for Treasury pro and Architect
• Assisting with the TM implementation, preparing, sending, and collecting required TM agreements and supporting documents
• Preparing Proformas
• Coordinating onboarding efforts with TMA and Treasury Management Support
• Preparing proposal and relationship review
• Client resolution research and outreach
• Workflow Management
• Performing client maintenance
• Co-managing ACH annual and red flag reviews within required timeframe
• Assisting TMA & RM with new account opening
• Participating in weekly meeting with TMA to review pending items and upcoming requests
• Reviewing monthly pricing for new services added to ensure accuracy

Qualifications :

Travel Requirements : As Needed for training and occasional team meetings

Northwest is an equal opportunity employer. We are committed to creating an inclusive environment for all employees. Equal Opportunity Employer / Prote