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Treasury Management Sales Associate
2 months ago
We are seeking a highly motivated and results-driven Treasury Management Sales Associate to join our team. As a key member of our Sales Delivery Team, you will be responsible for assisting Treasury Management Officers with various sales-related activities, including client pricing, presentation building, and portfolio management.
Key Responsibilities- Work closely with Treasury Sales Officers to ensure commercial deposits are gathered and treasury management products are sold to new commercial customers.
- Cross-sell treasury management products to existing customers and expand relationships for all treasury services to gain maximum client share of wallet.
- Attend joint meetings with clients and TMOs, Market team members, Regional Presidents, and loan officers to focus on banking sales segment.
- Act as a trusted advisor to clients, understanding their needs and recommending solutions to meet those needs.
- Strong leadership and relationship-building skills.
- Ability to effectively solve problems, present solutions, and resolve conflicts.
- Strong interpersonal, verbal, and written communication skills.
- Creative, analytical, and takes initiative, along with a strong attention to detail.
- Ability to work on competing priorities in a fast-paced environment with competing priorities.
- Self-starter and highly motivated.
- Excellent written and oral communication skills.
- MS Office programs.
- Ability to learn various banking systems in a quick and proficient manner.
- High school diploma or equivalent required; Bachelor's degree in business-related field preferred.
- 1-3 years of applicable customer-facing experience.
This position regularly works in an office setting, requiring the ability to work with computers and electronic media on a regular basis.
Equity Bank is an equal opportunity employer and will not make employment decisions based on an applicant's race or skin color, national origin or ethnicity, religious beliefs, age, sex, physical or mental ability.
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