Treasury Management Sales Support Associate
| Estimated Pay info | $62 per hour |
|---|---|
| Hours | Full-time, Part-time |
| Location | Bellevue, Pennsylvania |
About this job
Job Description
The Treasury Management Sale Support Associate supports their designated Treasury Management Advisors and works as a liaison between sales and operations. The Treasury Management Sales Support Associate provides outstanding service to both external clients and internal business partners. This candidate has a strong understanding of commercial relationships and Treasury Management solutions.
Essential Functions
Ensure compliance with Northwest's policies and procedures, and Federal/State regulations
Navigate Microsoft Office Software, computer applications, and software specific to the department in order to maximize technology tools and gain efficiency
Work as part of a team
Work with on-site equipment
Collaborate with TMA to acquire, expand and retain business
Assist sales team with client support
Develop and understand client's treasury cash management structure and objectives
Provide timely follow up with clients and business partners
Identify additional Treasury Management opportunities
Communicate with clients by email, phone, Teams, Docusign, and in person with professionalism and in a clear and concise manner.
Enter detailed notes in CRM System
Outbound calling efforts to support ACH, Wire and Express Deposit confirmations
Complete Online Banking Enrollment forms for Treasury pro and Architect
Assist with the TM implementation, prepare, send and collect required TM agreements and supporting documents
Prepare Proformas
Coordinate onboarding efforts with TMA and Treasury Management Support
Proposal and relationship review preparation
Client resolution research and out reach
Workflow Management
Perform client maintenance
Co-manage ACH annual and red flag reviews within required timeframe
Assist TMA & RM with New account opening
Participate in weekly meeting with TMA to review pending items and upcoming requests
Review monthly pricing for new services added to ensure accuracy
Qualifications
Bachelor's Degree Business, Finance, or related degree preferred
3 - 5 years Treasury Management experience preferred
5 - 6 years Customer Service/Sales preferred
Ability to identify existing and potential problems, obtain and evaluate relevant information, identify possible causes of the problems, and suggest an alternative course of action including innovative or creative approaches
Ability to allocate and effectively use information, personnel, time, and other resources necessary for implementation of Northwest's strategic plans
Ability to make decisions, render judgments, and take action on tasks within the scope of given authority in a timely fashion
Ability to develop, evaluate, and implement alternative courses of action, based on correct assumptions concerning resources and guidelines, and support decisions or recommendations with data or reasoning
Ability to present and express ideas and information effectively and concisely in an oral and/or written mode in a manner appropriate for the audience, both internal and externally client facing
Ability to listen and comprehend what others are saying and facilitate the open exchange of ideas and information
Ability to motivate and provide direction in the activities of others, appropriately assigning work and authority, in the accomplishment of goals; providing advice and assistance as required
Ability to understand and appropriately apply procedures, requirements, regulations, and policies; maintain credibility with others on specialty matters
Travel Requirements
As Needed for training and occasional team meetings
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