AZ Treasury Managment Sales Associate
On-siteScottsdale, Arizona, United States
Job Summary
Support Treasury Management Officers with proposal preparation, RFP responses, pricing analysis, and relationship reviews. Advance sales opportunities through strategic client follow-up and lead recurring pipeline meetings to review activity, plan pre-call needs, and identify opportunities to close deals. Aid in obtaining client signatures, track implementation progress, coordinate training sessions, and validate billing and exception pricing following new product setup. Support existing client service needs in partnership with Client Support Specialists and Commercial Services to drive follow-up and ensure timely resolution. Provide sales support to external clients, TMOs, and Relationship Managers. A bachelor's degree and Treasury Management or equivalent banking experience are preferred.
Desired Qualifications
- A bachelor's degree
- TM or equivalent banking experience
Hiring someone like this?
Get your role in front of qualified candidates on Sorce.