Treasury Management Sales Support AssociateOpportunities • Columbus, OH, US
Treasury Management Sales Support Associate
Opportunities • Columbus, OH, US
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job_description.job_card.job_descriptionBachelor's Degree Business, Finance, or related degree preferred 3 - 5 years Treasury Management experience preferred 5 - 6 years Customer Service / Sales preferred Ability to identify existing and potential problems, obtain and evaluate relevant information, identify possible causes of the problems, and suggest an alternative course of action including innovative or creative approaches Ability to allocate and effectively use information, personnel, time, and other resources necessary for implementation of Northwest's strategic plans Ability to make decisions, render judgments, and take action on tasks within the scope of given authority in a timely fashion Ability to develop, evaluate, and implement alternative courses of action, based on correct assumptions concerning resources and guidelines, and support decisions or recommendations with data or reasoning Ability to present and express ideas and information effectively and concisely in an oral and / or written mode in a manner appropriate for the audience, both internal and externally client facing Ability to listen and comprehend what others are saying and facilitate the open exchange of ideas and information Ability to motivate and provide direction in the activities of others, appropriately assigning work and authority, in the accomplishment of goals; providing advice and assistance as required Ability to understand and appropriately apply procedures, requirements, regulations, and policies; maintain credibility with others on specialty matters As Needed for training and occasional team meetings
Treasury Management Sale Support Associate
The Treasury Management Sale Support Associate supports their designated Treasury Management Advisors and works as a liaison between sales and operations. The Treasury Management Sales Support Associate provides outstanding service to both external clients and internal business partners. This candidate has a strong understanding of commercial relationships and Treasury Management solutions.
Essential Functions
- Ensure compliance with Northwest's policies and procedures, and Federal / State regulations
- Navigate Microsoft Office Software, computer applications, and software specific to the department in order to maximize technology tools and gain efficiency
- Work as part of a team
- Work with on-site equipment
- Collaborate with TMA to acquire, expand and retain business
- Assist sales team with client support
- Develop and understand client's treasury cash management structure and objectives
- Provide timely follow up with clients and business partners
- Identify additional Treasury Management opportunities
- Communicate with clients by email, phone, Teams, Docusign, and in person with professionalism and in a clear and concise manner.
- Enter detailed notes in CRM System
- Outbound calling efforts to support ACH, Wire and Express Deposit confirmations
- Complete Online Banking Enrollment forms for Treasury pro and Architect
- Assist with the TM implementation, prepare, send and collect required TM agreements and supporting documents
- Prepare Proformas
- Coordinate onboarding efforts with TMA and Treasury Management Support
- Proposal and relationship review preparation
- Client resolution research and out reach
- Workflow Management
- Perform client maintenance
- Co-manage ACH annual and red flag reviews within required timeframe
- Assist TMA & RM with New account opening
- Participate in weekly meeting with TMA to review pending items and upcoming requests
- Review monthly pricing for new services added to ensure accuracy
Qualifications
Travel Requirements
Northwest is an equal opportunity employer. We are committed to creating an inclusive environment for all employees.
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Treasury Management Sales Associate • Columbus, OH, US
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