Job Details

Location: Onsite SUMMARY The Treasury Management Sales Associate (SA) is responsible for assisting the Treasury Management Sales Officer (TMSO) with various sales related activities. Working closely with the TMSO, they contribute to group's annual sales goal by preparing sales materials, assisting in the sales and implementation process, and providing continuity when a TMSO is out of the office. ESSENTIAL DUTIES AND RESPONSIBILITIES Collects key client/prospect data, analysis statements and assembles sales marketing collateral to aids the TMSO 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 TMSO. Initiates the fulfillment process and provides support in client on-boarding to...Sales Associate, Management, Sales, Treasury, Associate, Client Support, Retail