TM Sales Associate I

This is a fully remote position, open to applicants in Kentucky, +4 more states.

📋 Description

• Assist designated Treasury Management Officers throughout the sales process and collaborate with local and regional teams.

• Organize client calls, create proposals, conduct relationship assessments, perform trend and working capital analyses, and model pricing and profitability.

• Analyze and review assigned portfolios to identify opportunities for revenue growth and cross-selling.

• Manage minor sales opportunities and follow up while aiding in solution development.

• Work alongside cross-functional deal teams to develop solutions and articulate value propositions.

• Engage in the RFP pricing process, which includes creating proformas, modeling, and submitting to the Middle Office.

• Address sensitive or escalated customer service and implementation challenges.

• Attend prospect and client meetings as necessary.

• Cultivate knowledge and skills to transition into a Treasury Management Officer role with comprehensive account responsibilities and sales objectives.

• Mitigate risks by adhering to policies and procedures, identifying and reporting risks, and fostering positive customer experiences.

⛳️ Requirements

• At least 2 years of experience in the Banking industry.

• Excellent verbal and written communication abilities.

• Strong creative problem-solving skills and innovative solutions.

• Experience in critical thinking and project management.

• Proven history of client engagement and proactive development of solutions.

• Self-starter with the capability to work independently while addressing issues and managing multiple responsibilities.

• Advanced skills in Microsoft Word, Excel, and PowerPoint.

• Some travel may be necessary.

🏝️ Benefits

• Eligibility for an incentive compensation plan based on individual, line-of-business, and/or company performance.

• Comprehensive benefits that promote employees' physical, financial, emotional, and social well-being.

• Unique compensation offerings.

• Commitment to equal employment opportunity and fostering an inclusive culture.