TM Sales Associate I
Core
Partner with Treasury Management Officers to support client and prospect opportunities, including deal preparation, research, analysis, and coordination of sales-support activities.
Role type
Treasury Management Sales Support Associate
Builds
Sales proposals, pricing models, and client-facing materials for commercial banking clients
Domain
Commercial Banking / Treasury Management
Deliverable
product features
Required skills
Analytical skills, problem-solving, organizational skills, attention to detail, proficiency with Microsoft Office, ability to learn CRM and workflow systems
Preferred skills
Experience or interest in Treasury Management, Commercial Banking, Commercial Payments, financial services
Responsibilities
Conduct client, prospect, portfolio, and industry research; Assist with pricing models and profitability analysis; Prepare and coordinate client-facing materials and RFP support; Manage sales-support requests from intake through completion; Collaborate across Sales, Pricing, Product, and Operations teams
Seniority
Entry-level, individual contributor