Treasury Management Sales Associate

Treasury Management Sales Associate I

The Treasury Management Sales Associate I (TMSA I) role will be involved with the sales and support of Treasury Management products to external and internal clients. The role will assist clients with routine sales inquiries; assist in the preparation of proposals. Success in this role requires the ability to provide a high level of customer service and satisfaction. Critical attributes in this role includes having high attention to detail and timeliness and being able to provide accurate documentations.

Position competencies : Successful incumbents possess written and verbal communications skills, sales and relationship management skills, analytical and problem-solving skills, organizational and time management skills, and must demonstrate adaptability and flexibility in process, technology and industry.

Position Responsibilities :

Sales

• Meets or exceed assigned individual sales / revenue goals.
• Participates in client calls with TM Sales Officer.
• Identifies sales opportunities through needs-based assessment, campaigns, prospecting, reviewing account analysis statements and marketing lists to meet or exceed sales goals.
• Uses information to prepare and execute sales plan with TMSO.
• Responsible for cross selling / up selling TM Solutions to existing customers.
• Works closely with TM Sales Officer and Relationship Manager to understand the client's business environment, strategies and industry to determine their requirements, identify potential new business opportunities and provide innovative solutions.
• Prepares annual client relationship account structure analysis; review account analysis statements for additional sales opportunities; create client relationship reviews including product recommendations based on clients business and industry changes.
• Coordinates and / or conducts product demonstrations for clients.
• Utilizes industry research tools, benchmarking, peer results and new / enhanced treasury management products to identify portfolio sales opportunities.

Sales Support

Projects