TM Sales Associate II

1 month ago

Irvine, United States Pacific Premier Full time

The Treasury Management Associate is an integral Treasury Management team member who contributes to new sales targets and achieving portfolio growth objectives as directed by Treasury Management executive leadership. Responsible for providing treasury management sales support primarily to the assigned Treasury Management Consultants, as well as others including Relationship Managers, Branch Partners and Business Bankers as they bring in new deposit relationships. The Treasury Management Associate is a critical link to win, manage and retain client relationships. May also be responsible for providing direct Treasury Management Sales Support for our Retail/Branch and Small Business customers.

RESPONSIBILITIES

  • Provide sales support for Treasury Management Consultants or Branch Partners to assist in developing new opportunities through a consultative sales approach.
  • Provide sales support with proposal and presentation/pitchbook development, relationship reviews as well as product and pricing comparisons.
  • Complete and submit all necessary forms and documentation required for all new product and service implementations. Confirm request completed as directed by implementation partners.
  • Create exception pricing models for basic requests to meet client need/expectation.
  • Daily email, phone and/or in-person client communication.
  • Provide back up for Treasury Management Consultants when they're unavailable.
  • Meet weekly with consultants to review assignments and pending tasks.
  • Assist in keeping consultant's sales pipeline up to date with opportunities being in the correct stage and reflect the correct revenue and deposit amounts.
  • Close out revenue records for consultants in accordance with department procedures.
  • Review and update department procedures and documentation.
  • Assist in training new staff on bank's systems.
  • Assist in periodic projects to continue efforts to create efficiencies within the sales team.
  • Act as back up for Treasury Management Associates when needed.
  • Other duties as assigned.
QUALIFICATIONS
  • 3+ year of treasury management related experience or training; or equivalent combination of education and experience.
  • Certified Treasury Professional (CTP) or Certified Cash Manager (CCM) designation is a plus.


A reasonable, good faith estimate of the minimum and maximum base salary or pay for this position is $27.01/hr. to $42.44/hr. Actual compensation will vary based on various factors including but not limited to location, experience, and performance. A business line incentive may be provided ranging from 0% - 20% of the base salary offered, in addition to a medical and other benefits, dependent on the position. For more information regarding our benefits, please visit https:www.ppbi.com/careers.html

CA (Los Angeles applicants): Applicants are notified that the Company is an insured depository institution subject to the restrictions and requirements of Section 19 of the Federal Deposit Insurance Act (12 CFR 303) ("Section 19"). In accordance with Section 19, the Company will consider an applicant's criminal history after an applicant is made a conditional offer of employment.Qualified applicants with criminal conviction records will be considered for employment in accordance with the Los Angeles Fair Chance Ordinance.Section 19 may prohibit the Company from employing an applicant with criminal conviction(s) for fraud, breach of trust, embezzlement, mishandling of money or any crime of violence may have a direct impact on the job duties as set forth in the job description and such convictions may result in withdrawal of a conditional offer of employment in accordance with the Los Angeles Fair Chance Ordinance.Because of the nature of our business, a review of your criminal history is necessary to comply with Section 19 and to avoid substantial risk to our business operations and licensing.

#LI-Onsite #LI-FG1

Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities

The contractor will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant. However, employees who have access to the compensation information of other employees or applicants as a part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by the employer, or (c) consistent with the contractor's legal duty to furnish information. 41 CFR 60-1.35(c)

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