TM Sales Associate II
Core
Partner with Treasury Management Officers to support client and prospect opportunities, providing sales, pricing, analytical, and portfolio support throughout the deal lifecycle.
Role type
Treasury Management Sales Support Associate
Builds
Sales proposals, pricing models, profitability analyses, and client-facing materials for commercial banking clients
Domain
Commercial Banking / Treasury Management
Required skills
Treasury Management knowledge, pricing analysis, client research, proposal coordination, cross-functional collaboration, independent judgment, Microsoft Office proficiency
Preferred skills
Experience in commercial payments, financial services sales support, CRM and workflow systems
Responsibilities
Support TMOs in deal preparation and sales process execution; Conduct industry and portfolio research for opportunity identification; Develop pricing models and profitability analyses; Coordinate client proposals and RFP responses; Manage sales-support requests from intake to completion; Mentor less-experienced Sales Associates
Seniority
Mid-level, hands-on IC