Treasury Management Sales Associate

Found in: beBee S US - 2 weeks ago


Los Angeles, United States Comerica Bank Full time
Treasury Management Sales Associate II
The Treasury Management Sales Associate II (TMSA II) role will be involved with the sales and support of Treasury Management products to external and internal clients. The role will also assist clients with routine sales inquiries; assist in the preparation of proposals. Success in this role requires the ability to provide a high level of customer service and satisfaction. Critical attributes in this role includes having high attention to detail and timeliness and being able to provide accurate documentations.

Position Competencies
Successful incumbents possess written and verbal communications skills, sales and relationship management skills, analytical and problem-solving skills, and organizational and time management skills. Must also possess adaptability and flexibility in process, technology and industry.

Position Responsibilities:

Sales

Meet or exceed assigned individual sales/revenue goals.
Participate in client calls with TM Sales Officer including in person calls.
Identify sales opportunities through needs-based assessment, campaigns, prospecting, reviewing account analysis statements and marketing lists to meet or exceed sales goals. Use information to prepare and execute sales plan with TMSO.
Responsible to cross sell / up sell TM Solutions to existing customers.
Work closely with TM Sales Officer and Relationship Manager to understand the client’s business environment, strategies and industry to determine their requirements, identify potential new business opportunities and provide innovative solutions.
Prepare annual client relationship account structure analysis; review account analysis statements for additional sales opportunities; create client relationship reviews including product recommendations based on client’s business and industry changes.
Coordinate and / or conduct product demonstrations for clients. Utilize industry research tools, benchmarking, peer results and new / enhanced treasury management products to identify portfolio sales opportunities.

Sales Support

Prepare, organize and respond to Request for Proposals.
Prepare proposals and presentations and cost benefit analysis, as well as other sales tools.
Generate proformas; interpret competitors account analysis statement and determine comparative Comerica product and pricing recommendations.
Manage special pricing approval process; work with TM Sales Officer and Relationship Manager to prepare documents and rationale for the special pricing committee.
Manage and oversee the implementation process for new business; prepare all documentation and legal agreements ensuring that audit requirements are met to mitigate risk and legal liability; respond to issues related to the implementation, engage business partners and escalate, as appropriate.
Identify, diagnose and resolve client issues; engage business partners and communicate with customer, TM Sales Officer and/or Relationship Manager.
Identify, evaluate and mitigate risks associated with TM products; collaborate with TMO, RM and TM Risk to ensure process within credit policy.
Recognize, mitigate and escalate risk issues such as cyber-risk, product risk, and operational risk.

Projects

Proactively identify evaluate, recommend and implement changes to operational processes / procedures resulting in departmental efficiencies.
Participate on projects impacting TM Sales representing “voice of the customer”.
Participate in coordination and planning of client and industry events such as AFP, TEXPO, Strategic Advisory Council and the Customer Forum.
Other projects as assigned.

Position Qualifications:
High School Diploma/GED
3 years of financial service experience including sales and customer service
2 years of experience with Treasury Management products and services
2 years of experience utilizing Microsoft Office Products including Word, Excel, and PowerPoint
Preferred Qualification:
Bachelor’s Degree from an accredited University or 4 years of relevant experience

LA – Downtown
8:00am – 5:00pm Monday – Friday
  • Treasury Management Sales Associate

    Found in: beBee jobs US - 2 weeks ago


    Los Angeles, California, United States Comerica Bank Full time

    Treasury Management Sales Associate IIThe Treasury Management Sales Associate II (TMSA II) role will be involved with the sales and support of Treasury Management products to external and internal clients. The role will also assist clients with routine sales inquiries; assist in the preparation of proposals. Success in this role requires the ability to...


  • Los Angeles, United States CareerBuilder Full time

    Are you customer focused, enjoy building relationships and providing financial solutions to your clients? You have found the right team. As a Treasury Sales Associate supporting Corporate Client Banking, you will play an integral part in contributing to new sales targets, managing business relationships, and achieving portfolio growth objectives. The...

  • VP, Treasury

    1 week ago


    Los Angeles, United States Reliant Capital Full time

    Job Description Job Description Reliant Capital is a leading private lending platform, serving real estate developers nationwide in the acquisition, renovation, and construction of residential real estate. Founded by a leadership team with a deep understanding and personal experience in virtually every facet of real estate development, Reliant is uniquely...

  • VP, Treasury

    2 weeks ago


    Los Angeles, United States Reliant Capital Full time

    Job DescriptionJob DescriptionReliant Capital is a leading private lending platform, serving real estate developers nationwide in the acquisition, renovation, and construction of residential real estate. Founded by a leadership team with a deep understanding and personal experience in virtually every facet of real estate development, Reliant is uniquely...

  • VP, Treasury

    Found in: Jooble US O C2 - 1 week ago


    Los Angeles, CA, United States Reliant Capital Full time

    Job Description Job Description Reliant Capital is a leading private lending platform, serving real estate developers nationwide in the acquisition, renovation, and construction of residential real estate. Founded by a leadership team with a deep understanding and personal experience in virtually every facet of real estate development, Reliant is uniquely...


  • Los Angeles, United States Medsurg Sales Staffing Full time

    Job DescriptionJob DescriptionRapidly growing medical device/regenerative medicine company is seeking a Regional Sales Manager. We are recruiting for an experienced sales manager for this division within the company. Manage a sales team of 8 reps. Selling surgical procedure to orthopedic surgeons. Over 250k at plan. Stock options granted at sign and every...


  • Los Angeles, United States Global Recruiters of Medina Full time

    Associate Sales ManagerThis position is essential for improving products and enhancing customer satisfaction.Key Responsibilities:Engage in market research and evaluation of market needs, offering recommendations for program implementation and product improvement.Analyze regional market velocities and demographics to align company products effectively.Advise...


  • Los Angeles, United States Medsurg Sales Staffing Full time

    Job DescriptionJob DescriptionBlue Chip Device Manufacturer is expanding. We are recruiting for an experienced device sales manager. Region open due to promotion. Manage a sales force of 9 reps and 5 clinical specialists. 270k at plan. All expenses covered, great benefits. Please only apply if you meet the following criteria. Region covered is Los Angeles...


  • Los Angeles, United States Hiring Now! Full time

    Associate Sales ManagerThis position is essential for improving products and enhancing customer satisfaction.Key Responsibilities:Engage in market research and evaluation of market needs, offering recommendations for program implementation and product improvement.Analyze regional market velocities and demographics to align company products effectively.Advise...


  • Los Angeles, United States Medsurg Sales Staffing Full time

    Job DescriptionJob DescriptionMajor medical device company is looking for a sales manager. Manage distribution sales force in region. This job requires the manager to call on distributors and hospital accounts in the assigned territory. Managing, teaching, training and driving product knowledge and sales of distributor reps. in your territory. Hiring and...


  • Los Angeles, United States First Citizens Bancshares, Inc. Full time

    This position supports Treasury Management Bank products or services within a business unit, in the execution of operating activities at the highest level of complexity. Responsible for reviewing processes, analyzing and resolving more advanced docum Support Specialist, Business, Treasury, Support, Concierge, Customer Service, Technology, Banking


  • Los Angeles, United States Medsurg Sales Staffing Full time

    Job DescriptionJob DescriptionWe are recruiting for an experienced Sales Manager. Long established, privately owned service based company with outstanding corporate culture. Manage a sales force of 7-10 reps covering southern California. All expenses covered, great benefits including family medical, dental, vision, 401+ and pension. Call points are post...

  • Sales Associate

    6 days ago


    Los Angeles, United States LA Bodega LLC Full time

    **Hourly Rate**:$17.00 - $17.50 **Summary**:Assisting the Sales Leads, Assistant Managers and Sales Floor Managers, this position is responsible for customer sales, customer service and working to meet sales goal targets. **Duties and Responsibilities** include the following. Other duties may be assigned. - Deliver sales, customer experience and...


  • Los Angeles, United States MBK Search Full time

    06th March, 2024The Assistance Vice President will serve as a business analyst within the Operations team in the Tax and Treasury department. The business analyst will be responsible for overseeing projects, initiatives and work streams designed to transform the Tax and Treasury function, with an emphasis on identifying continuous improvement opportunities,...

  • Sales Associate

    Found in: Lensa US P 2 C2 - 1 week ago


    Los Angeles, United States J.Crew Group, Inc. Full time

    As a Sales Associate, you act as a brand ambassador bringing your own personal style, passion for the product and welcoming energy to the sales floor each day. Youll create genuine connections, helping customers to find their own unique look. Youll Sales Associate, Sales, Customer Experience, Associate, Retail

  • Sales Associate

    6 days ago


    Los Angeles, United States Cycle Gear Full time

    What to expect when you work here. As a Sales Associate, you would be responsible for providing every customer with a great experience. You will be expected to maintain a strong sense of product knowledge, and to provide customers with in-depth infor Sales Associate, Sales, Associate, Customer Service

  • Sales Associate

    Found in: Lensa US P 2 C2 - 6 days ago


    Los Angeles, United States Cycle Gear Full time

    What to expect when you work here. As a Sales Associate, you would be responsible for providing every customer with a great experience. You will be expected to maintain a strong sense of product knowledge, and to provide customers with in-depth infor Sales Associate, Sales, Associate, Customer Service


  • Los Angeles, United States Sales Manager Full time

    Job DescriptionJob DescriptionWe are seeking a Sales/Marketing Assistant to join our team! .Responsibilities:Assist Sales Manager with daily work assignments/projectsCoordinate Trade Shows - to be discussed during interviewOrganize client correspondence and paperworkAssist Sales Department with administrative workAssist Customer Service Department on a...

  • Sales Associate

    2 weeks ago


    Los Angeles, United States Dunn-Edwards Paints Full time

    Job DescriptionJob DescriptionGENERAL PURPOSE OF JOB:  Sales Associates at Dunn-Edwards deliver and model customer service that offers a distinctive shopping experience for both homeowners and professionals.  Your responsibilities as a Lead Sales Associate include demonstrating outstanding customer service and selling skills, continuously learning about...

  • Sales Associate

    3 days ago


    Los Angeles, United States Dunn-Edwards Paints Full time

    Job DescriptionJob DescriptionGENERAL PURPOSE OF JOB:  Sales Associates at Dunn-Edwards deliver and model customer service that offers a distinctive shopping experience for both homeowners and professionals.  Your responsibilities as a Lead Sales Associate include demonstrating outstanding customer service and selling skills, continuously learning about...