Treasury Management Sales Associate – Phoenix

3 days ago

Phoenix, Arizona, United States National Bank of Arizona Full time

At National Bank of Arizona, we're a community of professionals with relationships at our core. We strive to promote an engaging environment with accessible leadership and on-going employee development. National Bank of Arizona was founded on the premise of building local relationships, we pride ourselves on providing our clients, shareholders and each other with the best possible tools, resources and opportunities. Our workplace culture is based on inclusivity and collaboration, so we can give our customers as well as our employees the best possible environment to thrive. More than 40 years later, our approach hasn't changed. At NBAZ, the possibilities are endless – come for the job, stay for a career.

NBAZ's Treasury Management division is the company's number one fee income source and includes Treasury, Merchant Services, Foreign Exchange and Investment Services. NBAZ TM manages an annual revenue stream of $12-$15MM, producing $2.5MM new revenue annually

This opportunity is designed for growth into a rewarding Treasury Management sales career. Learn the latest customer service techniques and develop your professional selling skills in Treasury Management. Work directly with internal partners and leadership, NB|AZ customers, vendors and sales professionals that drive our business.

Essential Functions:

  • Assist TM Sales management with creating line of business data and revenue reporting and presentations.
  • Serve as liaison between TM Sales and Marketing for key initiatives.
  • Manage creation and maintenance of sales proposal tools.
  • Oversee maintenance of department SharePoint site.
  • Provide TM Sales Officers with pre-call research, develop proposals, and prepare post-sales customer documentation.
  • Serve as a liaison between the customer, the sales officer, and the implementation team to ensure a satisfactory implementation experience.
  • Provide sales backup for the TM Sales Officers and may conduct joint sales calls with the TM Sales Officers and Relationship Managers.
  • Take ownership of customer portfolios and share knowledge.
  • Successfully analyze and communicate decisions that can impact the client.
  • Other duties as assigned.

Qualifications:

  • Requires a degree and some experience with treasury management products, bank products, sales, customer service or other directly related experience. A combination of education and experience may meet requirements.
  • Knowledge of customer service, sales, banking, and electronic payment processing.
  • Must have excellent written and verbal communication skills, customer service skills, and PC skills.
  • Working knowledge of Microsoft Office Suite, especially Excel and Power Point, and Adobe Acrobat.
  • Ability to meet deadlines, resolve issues.
  • Strong interpersonal and presentation skills are a must for representing NB|AZ in diverse environments.

Benefits:

  • Medical, Dental and Vision Insurance - START DAY ONE
  • Life and Disability Insurance, Paid Parental Leave and Adoption Assistance.
  • Health Savings (HSA), Flexible Spending (FSA) and dependent care accounts.
  • Paid Training, Paid Time Off (PTO) and 11 Paid Federal Holidays.
  • 401(k) plan with company match, Profit Sharing, competitive compensation in line with work experience.
  • Mental health benefits include coaching and therapy sessions.
  • Tuition Reimbursement for qualifying employees.
  • Employee Ambassador preferred banking products.

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