TM Sales Associate I
Core
Support Treasury Management Officers in sales delivery, including client pricing, proposal generation, portfolio management, and revenue enhancement.
Role type
Junior sales associate (Treasury Management)
Builds
Sales solutions and proposals for corporate treasury clients
Domain
Banking / Corporate Treasury
Deliverable
product features
Required skills
Client interaction, solution development, risk management, data mining, project management, financial modeling
Preferred skills
None stated
Technologies
Microsoft Word, Excel, PowerPoint
Responsibilities
Support assigned Treasury Management Officers in the sales process, engage in client call preparation and proposal generation, review and data mine existing portfolios for revenue enhancement, handle small sales opportunities and follow-up, participate in RFP pricing process, support sensitive customer service issues, attend prospect and client facing meetings
Seniority
Junior, limited supervision