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

• Ensure compliance with Northwest's policies and procedures, and Federal / State regulations
• Navigate Microsoft Office Software, computer applications, and software specific to the department in order to maximize technology tools and gain efficiency
• Work as part of a team
• Work with on-site equipment
• Collaborate with TMA to acquire, expand and retain business
• Assist sales team with client support
• Develop and understand client's treasury cash management structure and objectives
• Provide timely follow up with clients and business partners
• Identify additional Treasury Management opportunities
• Communicate with clients by email, phone, Teams, Docusign, and in person with professionalism and in a clear and concise manner
• Enter detailed notes in CRM System
• Outbound calling efforts to support ACH, Wire and Express Deposit confirmations
• Complete Online Banking Enrollment forms for Treasury pro and Architect
• Assist with the TM implementation, prepare, send and collect required TM agreements and supporting documents
• Prepare Proformas
• Coordinate onboarding efforts with TMA and Treasury Management Support
• Proposal and relationship review preparation
• Client resolution research and out reach
• Workflow Management
• Perform client maintenance
• Co-manage ACH annual and red flag reviews within required timeframe
• Assist TMA & RM with New account opening
• Participate in weekly meeting with TMA to review pending items and upcoming requests
• Review monthly pricing for new services added to ensure accuracy

Qualifications

Travel Requirements

As needed for training and occasional team meetings