Overview In this role you partner with Treasury Management Sales Consultants to support sales activities and drive client adoption of treasury solutions. You'll analyze client needs, prepare reviews, and manage post-sale implementations to ensure timely delivery within SLAs. You will also collaborate across teams to identify cross-sell opportunities and maintain accurate sales data. This role offers exposure to complex treasury solutions, a chance to influence client outcomes, and a path toward becoming a sales contributor within a growth-focused bank.
Compensation / Benefits- comprehensive healthcare coverage
- 401(k) with employer match
- employee assistance program
- life insurance
- disability insurance
- tuition assistance
Responsibilities- Serve as primary sales support contact to the TMC within an assigned region
- Analyze customer needs and prepare customized reviews
- Execute and manage treasury management service agreements and client-facing documentation
- Collaborate with TMC, technical consultants, and partners on Relationship Reviews, Working Capital Analysis, and RFPs
- Own post-sale activities including implementation and CRM data accuracy; participate in implementation meetings
- Identify and cross-sell treasury management solutions through needs analysis and leads
- Follow up on sales referrals via phone or virtual meetings
- Resolve issues related to billing and navigation of bank services with internal teams
- Participate in driving new sales opportunities and explain/administer products/services
- Attend banker education sessions quarterly with TMCs or experts
- Assist with annual re-pricing and input of exception pricing in systems
- Join POD meetings with TMCs, Implementation Specialists, and other stakeholders
- Maintain regulatory compliance and up-to-date knowledge of bank policies and regulations
- Possibly coach or train others and embody the bank culture
- Contribute to the vision to become the Business Bank of Choice
- Perform other duties as assigned
Key requirements- 2-4 years of experience in Treasury Management Sales, Sales Support, or related field
- Advanced knowledge of pre-sale/post-sale Treasury Management processes and policies
- Extensive knowledge of commercial banking products, risk mitigation, and applicable laws
- Excellent verbal and written communication skills to engage professionals at all levels
- Strong customer service, analytical, interpersonal, and organizational skills; ability to manage complex issues
- Proficiency in PowerPoint, Excel, Word, Outlook; strong analytical and quantitative skills
- Demonstrated interest in developing into an individual sales contributor
- Time management, organizational, and problem-solving abilities in a fast-paced environment
- Occasional travel
- communication
- customer service
- analytical thinking
- PowerPoint
- Excel
- Word
