TM Sales Associate II

A Treasury Management Sales Associate (TMSA) plays a critical role in supporting Treasury Management Sales Officers (TMOs) by enhancing the sales process, optimizing client interactions, and driving key business objectives. This role requires a disciplined approach to sales support, prioritizing high-value activities that contribute to revenue growth and an exceptional client experience. The TMSA will be responsible for research, sales material preparation, pricing analysis, and internal collaboration to support TMOs in meeting their calling and revenue targets.

Key Responsibilities

Enhance the Sales Process and Client Experience

Proactively support TMOs in preparing for client and prospect meetings by:

* Researching and compiling industry and internal data to refine targeting efforts.

* Delivering high-quality materials that TMOs can use during strategic client and prospect calls, such as relationship review templates and working capital analysis.

* Supporting TMOs in building and maintaining growth and retention plans for key clients by drafting and maintaining client profiles and historical insights.

* Building accurate and timely first pass pricing Pro Forma's

* Demonstrating strong and growing proficiency in comprehension of treasury products and key concepts

Build Strong Internal Relationships

* Foster strong internal relationships with key stakeholders including market leadership, LOB partners, TM support teams, TM product teams, technology partners, and risk partners.

* Facilitate collaboration by preparing follow-up summaries and action items from internal stakeholder meetings.

* Help onboard new TMOs or partners by providing training or sharing best practices in collaboration with training teams.

Risk and Compliance Support

* Ensure all client materials and presentations comply with risk and bank standards.

* Help identify and escalate risks or compliance issues by flagging concerns proactively and escalating as appropriate.

Market Leadership and Value Demonstration

Assist TMOs in staying visible and valuable in their markets by:

* Compiling relevant insights or market data for presentations and relationship reviews.

* Supporting event planning or community engagement initiatives that showcase TM and industry expertise.

* Encouraging team learning by sharing industry updates, hosting internal training sessions, or coordinating experiential learning opportunities.

* Actively pursuing learning and growth opportunities - experiential learning, formal learning, stretch assignments, industry research, etc.

Drive Key Metrics and Initiatives

Contribute to achieving key TMO targets (e.g., calling activity, TM relationship reviews, new deposit sales) by:

* Participating in calls with key clients or prospects

* Coordinating TMO-client/prospect calls to maximize monthly call volume.

* Preparing detailed follow-up notes or action items for completed calls that TMSA attended to track progress against sales goals.

* Coordinating issue resolution or product implementation escalations as needed.

Qualifications & Skills:

* Bachelor's degree in finance, Business, Economics, or a related field.

* 3+ years of experience in Treasury Management, Commercial Banking, Client Support, or Sales Support roles.

* Strong knowledge of Treasury Management products, services, and industry trends.

* Excellent research, analytical, and problem-solving skills.

* Exceptional communication and presentation abilities.

* Ability to manage multiple priorities in a fast-paced and collaborative environment.

* Proficiency in Microsoft Office Suite (Excel, PowerPoint, Word) and CRM systems.

* Strong attention to detail and commitment to delivering high-quality client support.

Why Join Us?

* Play a pivotal role in supporting revenue growth and client success within the Treasury Management space.

* Gain exposure to complex commercial banking strategies and industry-leading financial solutions.

* Be part of a collaborative, client-focused, and dynamic team that values innovation and continuous learning.

* Develop a strong foundation in sales strategy, relationship management, and treasury products for future career growth.