Treasury Management Sales Associate
4 weeks ago
Treasury Management Sales AssociateThe Treasury Management Sales Associate is responsible for assisting the Treasury Management Sales Officer with various sales related activities. The associate contributes to the group's annual sales goal by preparing sales materials, assisting in the sales and implementation process, and providing continuity when a Sales Officer is out of the office.Essential duties and responsibilities include:Collects key client/prospect data, analysis statements and assembles sales marketing collateral to aid the Sales Officer in preparing for sales and prospect calls.Assists in preparing pricing proformas, proposals, presentations and other sales materials.Calls on customers via telephone and in person (as appropriate) to assist in the sales process and identify cross sell opportunities.Prepares TM Service agreements, implementation and maintenance documentation as directed by the Sales Officer.Initiates the fulfillment process and provides support in client on-boarding to ensure progress and customer satisfaction.Upon the receipt of executed agreements, acts as a liaison between TM Sales and Implementations to ensure appropriate credit approvals and risk assessment forms are completed.Coordinates and assists with client product training as needed.Contact clients to ensure new product usage and client satisfaction.Serve as primary interface with customer service and implementations to resolve issues, engaging the Sales Officer as necessary.Assist team in providing training and market support to the relationship management team.Maintain sales materials and performs other duties as assigned by TM Sales from client support, training and set up perspectives.Performs all other duties as assigned.Supervisory responsibilities include:No supervisory responsibilities.Qualifications:Bachelor (4-year college) degree and 1-2 years of experience or equivalent combination of education and experience.Computer and office equipment skills:Microsoft Office suite.Certificates, licenses, registrations:None required.First Horizon Corporation is a leading regional financial services company, dedicated to helping clients, communities, and associates unlock their full potential with capital and counsel. Headquartered in Memphis, TN, the banking subsidiary First Horizon Bank operates in 12 states across the southern U.S. The Company and its subsidiaries offer commercial, private banking, consumer, small business, wealth and trust management, retail brokerage, capital markets, fixed income, and mortgage banking services.Benefit highlights include:Medical with wellness incentives, dental, and visionHSA with company matchMaternity and parental leaveTuition reimbursementMentor program401(k) with 6% match
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Treasury Management Sales Associate
2 weeks ago
Charlotte, United States First Horizon Full timeTreasury Management Sales AssociateThe Treasury Management Sales Associate (SA) is responsible for assisting the Treasury Management Sales Officer (TMSO) with various sales related activities. Working closely with the TMSO, they contribute to group's annual sales goal by preparing sales materials, assisting in the sales and implementation process, and...
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Treasury Management Sales Associate
6 days ago
Charlotte, United States Dallas Staffing Full timeTreasury Management Sales AssociateLocation: Charlotte, NCPay Rate: $31.50/hourSchedule: Monday-Friday 8AM-5PMContract Type: 6 months, with possibility of extensionAt Kelly, we're here to make it a whole lot easier for you. We're seeking a Treasury Management Sales Associate to work at a premier financial institution. The ideal candidate will have strong...
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Treasury Management Sales Associate
1 week ago
Charlotte, North Carolina, United States SouthState Bank Full time $60,000 - $100,000 per yearThe SouthState story is one of steady growth, deep community roots, and an unwavering commitment to helping our customers move forward. Since our beginnings in the 1930s to becoming a trusted financial partner across the South and beyond - we are known for combining personal relationships with forward-thinking solutions.We are committed to helping our team...
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Treasury Sales Associate
4 weeks ago
Charlotte, United States Charlotte Staffing Full timeTreasury Sales Associate In Commercial BankingAre you customer focused, enjoy building relationships and providing financial solutions to your clients? You have found the right team. As a Treasury Sales Associate in Commercial Banking, you will play an integral part in contributing to new sales targets, managing business relationships, and achieving...
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Senior Treasury Management Sales Officer
3 weeks ago
Charlotte, United States First Horizon Full timeSenior Treasury Management Sales OfficerThe Senior Treasury Management Sales Officer is responsible for Treasury Management sales activities, including the development of new Treasury Management relationships, cross sell to existing Treasury Management relationships and the ongoing consultative support and retention for Treasury Management clients.Essential...
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Senior Treasury Management Sales Officer
4 weeks ago
Charlotte, United States Charlotte Staffing Full timeSenior Treasury Management Sales OfficerThe Senior Treasury Management Sales Officer is responsible for Treasury Management sales activities, including the development of new Treasury Management relationships, cross sell to existing Treasury Management relationships and the ongoing consultative support and retention for Treasury Management clients.Essential...
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Charlotte, United States Charlotte Staffing Full timeSr. Manager, Associate Treasury Management Consultant Team LeadThis role is a leadership opportunity with a dual mandate of driving associate development and portfolio management. As the Associate Treasury Management Consultant Team Lead your role is to develop a group of Associate Treasury Management Consultants (ATMC) into our future Treasury Management...
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Charlotte, NC, United States Capital One Full timeSr. Manager, Associate Treasury Management Consultant Team Lead This role is a leadership opportunity with a dual mandate of driving associate development and portfolio management. As the Associate Treasury Management Consultant Team Lead your role is to develop a group of Associate Treasury Management Consultants (ATMC) into our future Treasury Management...
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Charlotte, NC, United States Capital One Full timeSr. Manager, Associate Treasury Management Consultant Team Lead This role is a leadership opportunity with a dual mandate of driving associate development and portfolio management. As the Associate Treasury Management Consultant Team Lead your role is to develop a group of Associate Treasury Management Consultants (ATMC) into our future Treasury Management...
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Charlotte, NC, United States Capital One Full timeSr. Manager, Associate Treasury Management Consultant Team Lead This role is a leadership opportunity with a dual mandate of driving associate development and portfolio management. As the Associate Treasury Management Consultant Team Lead your role is to develop a group of Associate Treasury Management Consultants (ATMC) into our future Treasury Management...
