About this role
The Treasury Management Associate provides sales, implementation, and client service support to business customers.
Primary responsibilities of the job include:
TM Sales Support
• Support Treasury Management Officers (TMOs) with proposal preparation, RFP responses, pricing analysis, and Treasury Management relationship reviews
• Advance sales opportunities through strategic client follow-up in partnership with the TMO
• Lead recurring pipeline meetings with each TMO to:
• Review pipeline activity, including prospects and active deals
• Identify pre-call planning needs
• Discuss upcoming proposal and relationship review needs
• Identify opportunities to help move deals to close
• Support the TMO with sales and prospect reporting
• Follow up on action items from line-of-business partner reviews
• Partner with the TMO on annual product campaigns and initiatives
• Stay current on product changes and enhancements
Implementation Assistance
• Aid in obtaining required client signatures, if necessary
• Track implementation progress to ensure timely setup of new products and services
• Help coordinate and attend client training sessions with the Implementation Consultant
• Validate billing and exception pricing following new product implementation
• Review implemented services that are not being utilized and identify follow-up opportunities
Client Servicing Expectations
• Support existing client service needs in partnership with the Client Support Specialist and Commercial Services, driving follow-up and ensuring timely resolution
• Provide sales support to external clients, TMOs, and RMs
A bachelor's degree, TM or equivalent banking experience preferred.