Summary of the Position:
The Treasury Management Sales Associate will be responsible for assisting the TM Sales officer and specialist team in marketing, managing and educating on the entire set of Deposit and Treasury Management product offerings. The incumbent will have team goals to enhance the Bank’s depository and treasury management business.
Primary Functions of the Position:
- Sales Support
- Demonstrates mastery level proficiency in all Depository and Treasury Management products
- Assists in the development and execution of client onboarding and implementation, sales presentations, RFPs, Client Annual Reviews, Client Risk Assessments, and TM Analytics
- Participates in joint and independent sales calling efforts for the Treasury Management Sales Team in order to recommend additional solutions and cross-sell products
- Consults with existing and prospective clients, by phone and in person, to learn their business and serve as an additional sales resource in the absence of the RM and/or TM Sales representative
- Product Marketing
- Oversees all Marketing collateral as it relates to depository and Treasury Management products
- Provides education and knowledge of products to internal partners and to existing and prospective clients
- Product Management
- Provides detailed analytics on depository and TM products
- Provides technical support for complex Deposit and Treasury Management sales calling efforts
- Effectively manages operational risk and compliance
- Other responsibilities include, but are not limited to:
- Facilitating new processes, tools, communications and training to ensure the bank’s success
- Acting as a brand ambassador for TriState with every prospect
- Maintaining and managing a system to effectively track and report on pipeline and sales initiatives
- Assist in developing sales processes, procedures, and departmental goals and initiating strategies that will improve team results
Education and Experience Requirements:
- Bachelor’s Degree or equivalent
- Minimum 3 years combined sales and depository / treasury management experience
Essential Skills and Abilities:
- Exceptional interpersonal, communication, and presentation skills
- Exceptional planning, time management, and organization skills
- Demonstrated analytical and problem-solving capabilities
- Demonstrated ability to work independently and build relationships
- Ability to work in a high-energy, fast-paced work environment and adapt quickly to changing circumstances