Job Summary
The Treasury Management Sales Associate plays a crucial role in understanding treasury product offerings to assist sales personnel and facilitate the onboarding process for small business clients. The position involves working closely with retail banking teams to pinpoint potential leads and offering expert advice on treasury services.
Responsibilities
- Develop in-depth knowledge of treasury products to support sales initiatives.
- Onboard new clients in the small business sector.
- Collaborate with retail bankers to identify and cultivate leads.
- Provide specialized expertise and guidance on treasury services.
Qualifications
- A bachelor’s degree or equivalent professional experience.
- At least five years of experience in banking or related treasury management roles.
- Strong communication skills for effective relationship management.
- Excellent organizational capabilities to handle various tasks.
- Analytical skills to resolve customer issues efficiently.
