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Treasury Management Sales Associate

1 month ago

Irvine, United States First Foundation Bank Full time
Job DescriptionJob Description

Summary: This position is responsible for providing quality sales support and assistance to assigned Treasury Management Sales Officers and their prospective clients- both internal and external. Provide independent sales support to Retail/Commercial Banking businesses with less complex commercial deposit and treasury management needs. Serve as a liaison between clients and business line partners/departments.

Salary Range: The salary range budgeted for this position is $52,700/yr to $65,000/yr and represents the Company's good faith minimum and maximum range for this role at the time of posting. The compensation offered to a candidate may vary depending on several factors, including a candidate's qualifications, skills, competencies, experience, and location.

The Company also offers various benefits, including medical, dental, vision, and 401K match. Other rewards may include annual performance-based bonuses and wellness days.

Applicants must have current work authorization when accepting a First Foundation Inc. position. Currently, we cannot sponsor or take over the sponsorship of an Employment Visa.

Duties and Responsibilities:

  • Responsible for providing Treasury Management Sales (TMS) with implementation coordination for new and existing clients. May accompany Treasury Management Sales Officer on sales calls. Cross-sales treasury management products when applicable
  • Perform Account Analysis proforma pricing comparisons and assist TM Sales with formal client proposals and presentation materials
  • Prepare and track customer agreements, authorizations, and approvals
  • Responsible for providing timely, informative reports to clients on the status of product implementations
  • May perform Onsight training for all Treasury Management products at client office’s
  • Maintain a working knowledge of First Foundation’s Treasury Management products, services, and related applications.
  • Performs other duties as assigned

Qualifications: To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform essential functions.

Education and/or Experience:

  • A High School Diploma or equivalent is required; an Associate’s Bachelor’s degree preferred
  • Minimum of 1 to 3 years of Treasury Management experience required

Skills:

  • Strong written and verbal communication skills
  • Strong customer service experience/skills

Physical Demands: The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform essential functions.

While performing the duties of this job, the employee is regularly required to sit for long periods; use hands to operate controls on a computer; reach with hands and arms for phone and computer work; and communicate on the phone wearing a headset for extended periods. The employee must occasionally lift and/or move up to 25 pounds. Specific vision abilities required by this job include close vision, distance vision, color vision, peripheral vision, and the ability to adjust focus. This job description is subject to change at any time.

First Foundation is an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, protected veteran status, status as a qualified individual with a disability, sexual orientation, gender identity, or any other characteristic protected by law.