Treasury Services Sales Associate

This is a fully remote position, open to applicants in Louisiana.

📋 Description

• Provide support to Treasury Management Sales Specialists in the solicitation, implementation, and delivery of cash management products.

• Assist with resolving customer issues related to complex treasury systems and act as an information resource following the initial sale.

• Maintain a comprehensive understanding of Treasury products, services, and delivery systems.

• Engage with clients and prospects to facilitate documentation for selling, setting up, and implementing services.

• Handle sales inquiries via phone, addressing or referring customer questions as necessary.

• Execute Sales Specialist duties, which include joint calls, product demonstrations, and relationship review calls, as required.

• Create marketing information packages, proposals, pro formas, and customer presentations.

• Assist in conducting treasury relationship reviews and drafting account schematics.

• Review deadlines for exception pricing and complete pro forma pricing models and exception pricing forms.

• Identify sensitive situations, escalate them appropriately, and elevate customer issues to ensure satisfaction and retention.

• Collaborate with Treasury Management, client support, implementation teams, advocates, account analysis, and other bank departments on necessary processes and documentation.

• Represent the Bank in civic, community, and industry events as required.

⛳️ Requirements

• A college degree in Business Administration or equivalent professional experience.

• A degree in Finance or Accounting is preferred.

• At least 1 year of related experience.

• Excellent communication skills.

• Proficient in Microsoft Office applications.

• Previous experience in cash management is advantageous.

• Experience in a financial institution is preferred.

• Ability to work effectively under pressure and meet deadlines.

• Competence in operating related equipment.

• Capability to read and interpret necessary documents.

• Willingness to travel if required.

• Ability to lift, move, or carry approximately 10 pounds if necessary.

🏝️ Benefits

• Competitive salary and performance-based incentives.

• Comprehensive health, dental, and vision insurance.

• Retirement savings plan with employer match.

• Opportunities for professional development and advancement.

• Paid time off and flexible work arrangements.