Treasury Management Sales Associate
4 days ago
The Treasury Management Sales Associate is a key member of the Treasury Management team, responsible for contributing to new sales targets and achieving portfolio growth objectives. This role involves providing treasury management sales support to assigned Treasury Management Consultants, as well as other team members, to develop new opportunities through a consultative sales approach.
Responsibilities:- Provide sales support for Treasury Management Consultants or Branch Partners to assist in developing new opportunities through a consultative sales approach.
- Assist in proposal and presentation/pitchbook development, relationship reviews, and product and pricing comparisons.
- Complete and submit all necessary forms and documentation required for all new product and service implementations.
- Create exception pricing models for basic requests to meet client need/expectation.
- Daily email, phone, and/or in-person client communication.
- Provide backup 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 backup for Treasury Management Associates when needed.
- Other duties as assigned.
- 3+ years 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 $46.42/hr. Actual compensation will vary based on various factors including but not limited to location, experience, and performance. A discretionary bonus and/or business line incentive may be provided, 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
Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities
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