Treasury Management Sales Associate I

Job Description

Job Description

Job Title - Treasury Management Sales Associate I

Payrate:$28.50/hr on w2

Job Location - LA – Downtown, 601 S. Figueroa St, Los Angeles California 90017 AND Cincinnati 38 Fountain Square Plaza Cincinnati Ohio 45202

Duration : 5 months Possibility for extension

 

JOB DESCRIPTION

PLEASE ONLY SUBMIT CANDIDATES THAT CAN WORK ONSITE & ARE OPEN TO CONVERTING TO FTE

Job Profile: TM Sales Associate I

Job Profile Summary Sales Associates I team members are part of the Sales Delivery Team and are responsible for assisting the
Treasury Management Officers with various sales related activities, including client pricing, presentation
building, and portfolio management.
Responsibilities are to be completed with limited supervision, in a proactive manner and involve
accountability for empowered decision-making. The goal of the position is to acquire the knowledge and
skill set necessary

 

Job Description
GENERAL FUNCTION: Sales Associates I team members are part of the Sales Delivery Team and are
responsible for assisting the Treasury Management Officers with various sales related activities, including
client pricing, presentation building, and portfolio management.
Responsibilities are to be completed with limited supervision, in a proactive manner and involve
accountability for empowered decision-making. The goal of the position is to acquire the knowledge and
skill set necessary to become a Treasury Management Officer with full account responsibilities and sales
goals.
Responsible and accountable for risk by openly exchanging ideas and opinions, elevating concerns, and
personally following policies and procedures as defined. Accountable for always doing the right thing for
customers and colleagues, and ensures that actions and behaviors drive a positive customer experience.
While operating within the Bank's risk appetite, achieves results by consistently identifying, assessing,
managing, monitoring, and reporting risks of all types.

 

ESSENTIAL DUTIES AND RESPONSIBILITIES:
.Support assigned Treasury Management Officers in the sales process and integrate with local/regional
teams
.Engagement and involvement in: client call preparation, proposal generation, relationship reviews, trend
analysis, working capital analysis, pricing and profitability modeling
.Review and data mine existing portfolio of assigned Treasury Management Officers for revenue
enhancement and/or cross-sell opportunities
.Responsible for small sales opportunities and follow up, assisting with solution development
.Work jointly with cross-functional deal team and assist in overall solution development and value
proposition. Participate, coordinate, and contribute to deliver an exceptional experience for internal and
external clients
.RFP pricing process (proformas, modeling, Middle Office submissions)
.Support sensitive/escalated customer service and implementation issues
.Attend prospect and client facing meetings, when appropriate

 

SUPERVISORY RESPONSIBILITIES: None.

 

MINIMUM KNOWLEDGE & SKILLS REQUIRED:
.Minimum 2 years of Banking industry experience
.Strong verbal and written communication skills
.Strong creative solution and problem solving skills
.Critical thinking and project management experience
.Proven track record of client interactions and proactive solution development
.Initiative and ability to work independently while solving problems and managing multiple tasks
.Advance proficiency in Microsoft Word, Excel and PowerPoint

 

WORKING CONDITIONS:
.Virtual office environment
.Extensive PC and phone usage
.Minimal travel may be required