TM Sales Associate I

Overview

Sales Associates I team members are part of the Sales Delivery Team and assist Treasury Management Officers with sales-related activities, including client pricing, presentation building, and portfolio management. Responsibilities are completed with limited supervision in a proactive manner, with accountability for empowered decision-making. The role supports skill development toward becoming a Treasury Management Officer with full account responsibilities and sales goals.

Responsibilities

• Support assigned Treasury Management Officers in the sales process and coordinate with local/regional teams
• Assist with client call preparation, proposal generation, relationship reviews, trend analysis, working capital analysis, and pricing/profitability modeling
• Review and data mine the existing portfolio of assigned Treasury Management Officers to identify revenue enhancement and/or cross-sell opportunities
• Manage small sales opportunities and follow up, assisting with solution development
• Work jointly with cross-functional deal teams to support overall solution development and value proposition; participate, coordinate, and contribute to an exceptional experience for internal and external clients
• Support the RFP pricing process, including proformas, modeling, and Middle Office submissions
• Assist with sensitive and escalated customer service and implementation issues
• Attend prospect and client-facing meetings, when appropriate

Risk & Customer Accountability

• Support risk management by openly exchanging ideas and opinions, elevating concerns, and following policies and procedures
• Ensure actions and behaviors drive a positive customer experience while operating within the bank’s risk appetite
• Identify, assess, manage, monitor, and report risks of all types

Supervisory Responsibilities

• None

Minimum Knowledge & Skills Required

• Minimum 2 years of Banking industry experience
• Strong verbal and written communication skills
• Strong creative solution development and problem-solving skills
• Critical thinking and project management experience
• Proven track record of client interactions and proactive solution development
• Initiative and ability to work independently while solving problems and managing multiple tasks
• Advanced proficiency in Microsoft Word, Excel, and PowerPoint

Compensation & Benefits

• Base salary is reflective of the range of salary levels for all roles within this pay grade across the U.S. Individual salaries within this range vary based on role, relevant skillset, relevant experience, education, and geographic location.
• In addition to base salary, this role is eligible to participate in an incentive compensation plan, with any payment based upon company, line of business and/or individual performance.
• Comprehensive benefits programs supporting physical, financial, emotional, and social well-being.

Location

• Cincinnati, Ohio 45202

Working Conditions

• Virtual office environment
• Extensive PC and phone usage
• Minimal travel may be required