Treasury Management Sales Associate III

2 days ago

Farmington Hills, Michigan, United States Comerica Bank Full time

Treasury Management Sales Associate III
The Treasury Management Sales Associate III (TMSA) assists the Treasury Management Sales Officer (TMO) to drive sales efforts in order to expand existing and new business and deepen client relationships. The role will assist clients with routine sales inquiries; assist in the preparation of proposals. The TMSA III supports a portfolio of clients encompassing a variety of lines of business and specialty industries through sales optimization activities, sales support and analysis, product risk analysis and mitigation; and project participation. The TMSA III must have a strong knowledge of all treasury management products / services and keep abreast of industry trends.
 
Position Competencies
Successful incumbents possess written and verbal communications skills, sales and relationship management skills, analytical and problem-solving skills, organizational and time management skills, and must also possess adaptability and flexibility in process, technology and industry.
 
Position Responsibilities:
 
Sales Optimization
  • Meet or exceed assigned individual sales/revenue goals.
  • Participate in client calls with TM Sales Officer including in person calls.
  • Identify sales opportunities through needs-based assessment, campaigns, prospecting, reviewing account analysis statements and marketing lists to meet or exceed sales goals. Use information to prepare and execute sales plan with TMSO.
  • Responsible to cross sell / up sell TM Solutions to existing customers.
  • Work closely with TM Sales Officer and Relationship Manager to understand the client's business environment, strategies and industry to determine their requirements, identify potential new business opportunities and provide innovative solutions.
  • Prepare annual client relationship account structure analysis; review account analysis statements for additional sales opportunities; create client relationship reviews including product recommendations based on clients business and industry changes.
  • Coordinate and / or conduct product demonstrations for clients. Utilize industry research tools, benchmarking, peer results and new / enhanced treasury management products to identify portfolio sales opportunities.
Sales Support
  • Prepare, organize and respond to Request for Proposals.
  • Prepare proposals / presentations and cost benefit analysis, as well as other sales tools.
  • Generate proformas; interpret competitors account analysis statement and determine comparative Comerica product and pricing recommendations.
  • Manage special pricing approval process; work with TM Sales Officer and Relationship
  • Manager to prepare documents and rationale for the special pricing committee.
  • Manage and oversee the implementation process for new business; prepare all documentation and legal agreements ensuring that audit requirements are met to mitigate risk and legal liability; respond to issues related to the implementation, engage business partners and escalate, as appropriate.
  • Identify, diagnose and resolve client issues; engage business partners and communicate with customer, TM Sales Officer and/or Relationship Manager.
  • Identify, evaluate and mitigate risks associated with TM products; collaborate with TMO, RM and TM Risk to ensure process within credit policy.
  • Recognize, mitigate and escalate risk issues such as cyber-risk, product risk, and operational risk
Projects
  • Proactively identify evaluate, recommend and implement changes to operational processes / procedures resulting in departmental efficiencies.
  • Participate on projects impacting TM Sales representing voice of the customer.
  • Participate in coordination and planning of client and industry events such as AFP, TEXPO, Strategic Advisory Council, Customer Forum.
  • Other projects as assigned.

  • Treasury Management Sales Associate

    3 days ago

    Farmington Hills, Michigan, United States Kelly Professional & Industrial Full time

    Treasury Management Sales AssociatePay Rate: $31.50/hourContract Type: 6 months, with possibility of extensionMUST be located in Farmington Hills, MI, Phoenix, AZ, Charlotte, NC, Houston, TX, Frisco, TX, or Dallas, TX.At Kelly, we're here to make it a whole lot easier for you. We're seeking aTreasury Management Sales Associatefor a to work at a premier...

  • Associate Treasury Management Officer

    1 week ago

    Auburn Hills, Michigan, United States PNC Full time $60,000 - $120,000 per year

    Position OverviewFounded in 1987, Tempus Technologies is the expert leader of secure payments at the point of interaction. We're committed to developing exceptional point-of-sale payment integration technology and software solutions to meet the growing needs of our customers' business requirements. As a leader in the industry, we recognize our employees as...

  • Sr Treasury Analyst

    15 hours ago

    Farmington, Michigan, United States Hartford HealthCare Full time

    Work where every moment matters.Every day, more than 40,000 Hartford HealthCare colleagues come to work with one thing in common: Pride in what we do, knowing every moment matters here. We invite you to become part of Connecticut's most comprehensive healthcare network.The creation of the HHC System Support Office recognizes the work of a large and growing...

  • Sales Associate

    1 week ago

    Farmington, Michigan, United States ATLANTIS MANAGEMENT GROUP LLC Full time $35,000 - $45,000 per year

    Retail Sales Associate Location:  Farmington, CTApply Online:  bit/ly.AMGcareersAtlantis Fresh Market is a leading Convenience Store brand in the Northeast, and we are GROWING  If you thrive in a fast-paced, customer-facing role, and are looking for a new opportunity to GROW your career, Apply Online today to begin your journey with a winning Team that...

  • Sales Variable Manager

    7 days ago

    Farmington, Michigan, United States Lithia & Driveway Full time

    Dealership:L0408 Suburban Nissan of Farmington HillsSuburban Nissan Farmington HillsThe Sales Variable Manager is responsible for providing exceptional customer service throughout the deal process. Helping customers choose products that protect their vehicle purchase and setting up the structure and finalization of the sale. This individual also works with...

  • Sales Associate

    5 days ago

    Bloomfield Hills, Michigan, United States Exclusive Realty Full time

    Company DescriptionExclusive Realty specializes in the acquisition and disposition of income-producing net lease properties across the United States. Our team partners with private investors, REITs, and equity funds to analyze and maximize real estate portfolio growth. We focus on providing a curated selection of qualified buyers by leveraging broker...

  • FP&A Director

    2 weeks ago

    Farmington Hills, Michigan, United States Camaco Full time

    PurposeResponsible for providing financial oversight, leading and support in all areas of financial planning, budgeting/forecasting, cash flow, and strategic growth opportunities. The role will lead and coordinate a strategic and structured financial forecasting, planning, and analysis process based on relevant business information that supports quality and...

  • Regional Property Manager

    2 weeks ago

    Farmington Hills, Michigan, United States FRIEDMAN MANAGEMENT COMPANY Full time $80,000 - $120,000 per year

    Job Details Level:    Management Job Location:    Corporate Office - Farmington Hills - Farmington Hills, MI Position Type:    Full Time Education Level:    Not Specified Salary Range:    Undisclosed Job Category:    Real Estate Do you have a passion for Property Management with the experience to back it up? Are you hard-working,...

  • Seasonal Sales Associate

    2 weeks ago

    Farmington, Michigan, United States Urban Outfitters Full time $28,000 - $35,000 per year

    LocationThis position is located at 500 Westfarms Mall, Farmington, Connecticut, 06032 United StatesRole SummaryA Seasonal Sales Associate contributes to driving sales through providing a genuine experience to each customer. Role ResponsibilitiesBrand ExperienceActs as a brand representative reflective of the company values Initiates conversation, shares...

  • Sales - Manufacturing Management Program (July 2026)

    2 weeks ago

    Farmington Hills, Michigan, United States MacLean-Fogg Full time $60,000 - $120,000 per year

    The MacLean-Fogg Manufacturing Management Program (MMP) is a rigorous two-year leadership development program designed to prepare recent graduates for impactful careers in manufacturing. Starting in July 2026, participants will complete two one-year rotations at different U.S. facilities (see our locations). While preferences are considered, participants...