Treasury Management Sales Associate
4 weeks ago
Johnson Service Group (JSG) is seeking a skilled Treasury Management Sales Associate to support Relationship Managers throughout the sales cycle. This role will provide expert assistance with treasury management solutions, perform a variety of support activities, and ensure proper onboarding of products within our published service level agreement.
- Facilitate and manage onboarding of major client relationships or complex industry types.
- Demonstrate exceptional organizational skills throughout the onboarding process.
- Responsible for gathering pertinent information required for the preparation and coordination of all agreements.
- Manage the implementation of new products and services for bank clients from start to finish and complete all necessary client training.
- Partner with internal implementations and operations departments to ensure new services are established correctly and timely.
- Review Account Analysis and understand clients' current and future treasury management needs to expand and cross-sell business relationships.
- Call on prospective customers individually and with RMs to develop new Treasury Management relationships.
- Create and deliver sales presentations, explain services offered, and make recommendations based on client needs.
- Maintain sufficient knowledge of all treasury management products.
- Manage and pre-plan tasks and meeting schedule to maintain an effective support of clients and business units.
- Identify product improvements and solutions by communicating client and prospect needs.
- Assist Relationship Managers and Personal Banking Officers in onboarding clients by providing product expertise and preparing client applications and agreements.
- Assist with implementation of new products and services for clients and provide training on the appropriate use of products.
- Assist clients with inquiries and problems related to Treasury Management and Electronic Banking.
- Proactively keep Relationship Managers informed of client service issues and provide sufficient backup information to support client requests.
- Act as a liaison with other departments of the bank to provide stellar service to internal and external clientele.
Position Requirements:
- 3-5 years of treasury management support and/or sales experience.
- Understanding of the risk associated with all treasury management products and services.
- Demonstrated knowledge of treasury management products and related business, financial, and risk management processes.
- Proficiency with word processing, spreadsheet, and presentation software.
- Strong verbal and written communication skills to provide necessary product training and demonstrations.
- Superior customer service and presentation skills.
- Demonstrated ability to manage time and multiple projects effectively.
- Thorough knowledge of all services offered by the Bank and good understanding of account analysis statements.
**Johnson Service Group (JSG) is an Equal Opportunity Employer. JSG provides equal employment opportunities to all applicants and employees without regard to race, color, religion, sex, age, sexual orientation, gender identity, national origin, disability, marital status, protected veteran status, or any other characteristic protected by law.
Johnson Service Group, Inc. (JSG) is a North American leader in the staffing and consulting services industry, with 40 years of experience investing in people and companies. We are always looking for great people to join our team—we want to see your success here at JSG We can be found locally in more than 30 offices throughout the United States and Canada. JSG continues to work diligently to offer our clients and candidates world-class service and diversified offerings to fit their evolving needs.
Johnson Service Group (JSG) is an Equal Opportunity Employer. JSG provides equal employment opportunities to all applicants and employees without regard to race, color, religion, sex, age, sexual orientation, gender identity, national origin, disability, marital status, protected veteran status, or any other characteristic protected by law.Company DescriptionOur people and culture make JSG a great place to work. JSG's mission is to empower people, help our clients reach their goals, and hire motivated individuals.
Johnson Service Group, Inc. (JSG) is a North American leader in the staffing and consulting services industry, with 40 years of experience investing in people and companies. We are always looking for great people to join our team—we want to see your success here at JSG We can be found locally in more than 30 offices throughout the United States and Canada. JSG continues to work diligently to offer our clients and candidates world-class service and diversified offerings to fit their evolving needs.
Johnson Service Group (JSG) is an Equal Opportunity Employer. JSG provides equal employment opportunities to all applicants and employees without regard to race, color, religion, sex, age, sexual orientation, gender identity, national origin, disability, marital status, protected veteran status, or any other characteristic protected by law.
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