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Treasury Management Sales Associate II
4 months ago
Take the next step toward your new career today
Become a part of the diverse and inclusive team within our nationally recognized award-winning Bank that is one of the strongest in the nation. Woodforest National Bank is privately owned, and our Employee Stock Ownership Plan is the largest shareholder. We focus on building relationships and discovering opportunities to better serve our communities and understand the financial needs of every customer we serve. At Woodforest we care and prove it by volunteering with local charities and foodbanks to give back to the communities we serve. By joining Woodforest you will become a part of one of the largest employee-owned banks in the country
The Treasury Management Sales Associate II is an intermediate role responsible for providing support for the Treasury Management Sales team.
Key Responsibilities:
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Prepares documents such as pricing proformas, RFPs, RFI's and presentations for customer review; submits customer request for implementation to the implementation team.
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Assists in pipeline updates, call reports, weekly reports, pipeline for the team and deal highlights.
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Acts as backup customer contact for the Treasury Management Sales Consultant; performs inside sales and cross-selling activities as needed.
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Assists with branch and customer inquiries and research requests specific to treasury management.
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Notifies customers of electronic ACH blocked transactions and confirms authorization or return.
Competencies Required:
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Working knowledge of treasury products and services, public funds, pricing, financial statement analysis and proposal development.
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Proficiency with Microsoft office (PowerPoint, Excel, Office, Word, and SharePoint) and the ability to navigate banking software applications (Bancline, UltiPro, Mozart) and related websites (Invesco AIM Liquidity Link).
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Excellent organizational skills with the ability to prioritize workload and multitask in a fast-paced environment while maintaining attention to detail.
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Strong customer service orientation with effective problem-solving abilities, research skills, and sales aptitude.
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Ability to interact and communicate effectively with internal and external parties.
Minimum Qualifications/Experience:
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4 years in the banking or financial services industry in a sales support or customer service role required, OR an Accounting or Finance degree in lieu of experience;
OR a currently active member of Woodforest branch management with at least 2 years in the role (Assistant Branch Manager or above).
Formal Education & Certification:
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High School Diploma or equivalent required.
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Bachelor's Degree in a business-related field preferred.
Work Status:
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Full-Time.
Supervisory Responsibility:
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None.
Travel:
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0% travel expected.
Working Conditions:
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Conditions involve lifting no more than ten pounds, sitting most of the time, but may involve walking, moving, or standing for brief periods, and occasionally lifting and carrying articles like files, ledgers, folders, etc.
Disclaimer:
This job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee. Nothing herein restricts management's right to assign or reassign duties and responsibilities to this job at any time.
Woodforest is an Equal Opportunity / Affirmative Action employer. Qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability or protected veteran status, or other status protected by law or regulation.
**Job:** **Lending*
**Organization:** **Texas - Houston*
**Title:** *Treasury Management Sales Associate II*
**Location:** *North Carolina-Charlotte*
**Requisition ID:** *063564*
