Treasury Management Sales Associate Lead

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The Position

Job TitleTreasury Management Sales Associate Lead

Job Description

SUMMARY

The Treasury Management Sales Associate role is critical in ensuring First United meets and exceeds both new and existing customers’ Treasury Management needs. Delivering an exceptional client centered experience and providing financial solutions is integral to our success as an organization.

The TMSA Lead will work alongside a Treasury Management Officer (TMO) and is responsible for preparing sales pricing, presentation and sales materials for new and existing clients with Treasury Management products, which range from simple to complex in nature. This role manages and owns the sales support of TM products and services according to defined processes and policies ensuring an excellent client experience. The TMSA Lead will work alongside a Treasury Management Sales Officer to provide Sales Support, to achieve sales and service goals. Additionally, the TMSA Lead will provide support in leading the rest of the TMSA team. 

MAJOR DUTIES AND RESPONSIBILITIES (ESSENTIAL FUNCTIONS)

• Assist with preparation of client presentation documents, pricing proposals, relationship reviews or pitch books
• Lead and oversee the day-to-day activities of the additional TMSA’s.
• Collaborates with TMO throughout the sales process for pipeline status update, new pricing proposals, and creation of presentations. 
• Attends sales, relationship reviews and implementation meetings as requested.
• Communicates with clients and prospects as needed to clarify sales requests, referrals, or setup questions. 
• Prescreens Treasury Management referrals and directs according to proven process and alignment of services.
• Post enrollment, ensures services and pricing and billing is accurate
• Attend meetings and training as required to continue development and to enhance knowledge of Treasury Management products, processes, and technologies.
• Provides support with calling efforts to inform TM clients of important information.
• Gathers necessary information for implementation of services and submits information to implementation for processing of requested services.
• Completes special projects as requested
• Strong understanding of Treasury Management Solutions
• Demonstrates initiative and timely response to internal and external clients

ADDITIONAL DUTIES AND RESONSIBILITIES

• Manages work tasks within the department as assigned.
• Direct communication/engagement with Business owners and executives
• Completes all required compliance exams on a yearly basis.
• Adherence to all First United Policies and Procedures.
• Other duties as assigned by supervisor.
• Travel 5-10% of time to attend TM offsite meetings and trainings.

EMPLOYEE SPECIFICATIONS

To perform this job successfully, an individual must be able to perform each essential function satisfactorily. The requirements listed below are representative of the knowledge, skills, and/or abilities required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

Education and Work Experience

• Bachelor’s Degree preferred or Equivalent work experience
• Five years of Bank customer service experience required.
• Three- Five years Treasury Management experience required.
• Sales Experience preferred.
• Proficient in Microsoft Office programs (Outlook, Word, Excel, PowerPoint etc.)
• Proficient in Salesforce

Technical/Functional Competencies

• Exceptional interpersonal skills
• Strong verbal and written communication skills
• Active Participation in Prospect and Client conversations
• Strong time management and organization skills evidenced in previous assignments.
• Possesses a strong sense of customer service and is attentive and prompt in attending to customer needs.
• Demonstrates dependability through good attendance and adherence to timelines and schedules.
• Willingness to accept additional responsibilities.
• Takes initiative in the completion of projects.
• Ability to meet deadlines.
• Strong leadership, communication, and organizational skills.

NOTE: This job description is not intended to be all-inclusive. Employees may perform other related duties as assigned by supervisor to meet the ongoing needs of the organization.

All Locations:Plano-Parkwood

If any applicant is unable to complete an application or respond to a job opening because of a disability, please email us at [email protected] for assistance. 

First United is an Equal Opportunity Employer. To the extent required by Federal or State law, First United does not discriminate in employment opportunities or practices on the basis of race, color, religion, sex, national origin, or any other characteristic protected by law.