Treasury Management Sales Associate

At OceanFirst Bank, each one of our employees plays an important role in delivering value to our customers and executing daily tasks in accordance with our core values. We recognize that our employees are essential to our success, making OceanFirst a great place to work and do business.

Great benefits include : on-site fitness facility at Red Bank and Toms River headquarter offices, hybrid schedule after initial onboarding has been completed, employee perks & discount programs, tuition assistance, incentive compensation program, professional development opportunities, and more! Apply today to #BecomeOceanFirst and make an impact in the local community!

This role will support the metropolitan area market and will require some travel to NYC.

ABOUT THE ROLE

Treasury Management Sales Associate (SA) is an integral part of the Treasury Management Sales team who contributes to new sales and portfolio growth objectives. The position is primarily responsible for providing support to Treasury Management Consultants (TMC), the Director of TM Sales the Director of Treasury Management. In this role, the Sales Associate will support the team with call preparation, presentations, pricing, implementation and sales related service requests. The associate will be expected to have a strong understanding of Treasury Management products and OceanFirst Treasury Management systems and processes. This role allows an individual to develop skills over time for a successful career with the bank and to pursue more senior roles within the Treasury Management department.

WHAT YOU WILL DO

1. Work with TMCs, Government Bankers (GBs), Business Banking Treasury Specialists (BBTS), Director of TM Sales and Director of TM on client proposals that include Treasury solutions and pricing.

2. Implement and oversee virtual account opening process for business customers. Process requires consistent monitoring along with regulatory and compliance updates.

3. Streamline onboarding process for new Treasury Management services and create SLAs for monitoring and creating onboarding efficiencies.

4. Create pricing models for existing / prospective client relationships.

5. Support client call preparation by creating relationship review materials, proposals, RFP responses, account plans and conducting customer research.

6. Understand clients' Treasury Management structure and objectives.

7. Coordinate with product partners to develop comprehensive Treasury solutions.

8. Follow Bank policy, procedures and guidelines.

9. Develop and understand competitors' products and positioning within our markets.

10. Work with TMC's throughout the sales cycle to manage pipeline and ensure services and pricing are set up time and accurately. Coordinate with internal partners to ensure successful implementation and product ramp-up.

11. Coordinate operational activities associated with on-boarding a new customer including customer training.

12. Review new lending relationships for potential Treasury Management opportunities.

13. Attend sales calls and meetings with TMCs and Relationship Managers to gain knowledge around sales process and insight into client relationships.

14. Support annual relationship reviews : print analysis statements, review for billing / pricing errors or any other inconsistences, create a visual account structure for client review and provide a detailed listing of current services and associated user permissions at the account level.

15. Conduct check in calls with newly on-boarded clients at various intervals to help ensure an exceptional onboarding experience, periodic check-ins with current customers after significant service issues.

16. Provide support for multiple TMCs throughout the Bank's footprint. Associate will not carry a specific sales goal, but their activities will be oriented towards increasing Treasury Management sales volume.

17. Respond to client / Relationship Manager inquiries while Treasury Management Consultants are out of the office.

18. Follow up and collect outstanding Treasury Management agreements with the appropriate customer contact.

19. Drive complex service matters through to the proper channels and provide updates to client, Relationship Manager and TMC about timeline and next steps.

20. Coordinate all client-facing surveys and questionnaires.

21. Work independently on Treasury Management client outreach projects, i.e. : product remediation, pricing changes, waiver removals, risk mitigation.

22. Track all client interactions using SalesForce.

WHAT WE EXPECT OF YOU

• Highly proficient in Microsoft Office and other productivity software e.g., SNL, Salesforce
• Demonstrates the ability to understand Treasury Management products, pricing philosophy, and billing process and procedures.
• RFPIO subject matter expert and responsible for all platform content.
• Strong drive / ambition to develop into an individual contributor salesperson.
• Superior verbal and written communication skills with the ability to mobilize internal networks and resources.
• Time management, organizational and planning skills with proven ability to multitask and meet deadlines in a fast-paced environment.

YOUR QUALIFICATIONS

INTERNAL AND EXTERNAL CONTACTS

WORKING CONDITIONS / PHYSICAL REQUIREMENTS

Office environment. Ability to operate computer. Ability to communicate in order to exchange simple to complex information with individuals and groups. Ability to travel throughout entire Bank footprint.

For Recruiting Agencies

OceanFirst Bank does not accept agency resumes submitted by third-party vendors unless a valid agreement has been signed and the OceanFirst Bank Talent Acquisition Team has granted authorization for submissions regarding a specified position. Please do not forward resumes to us, OceanFirst Bank employees or any other company location. OceanFirst Bank is not responsible for any fees related to unsolicited resumes.