Treasury Management Sales Associate
Treasury Management Sales Associate
MidFirst Bank
Dallas, TX
Job ID : 374f2f71563031376c675a332f39573745413d3d
Job Description :
The Treasury Management Associate will provide sales, implementation and client servicing support. Primary responsibilities of the job include:
TM Sales Support
- Assists TMSOs in proposal preparation, RFP responses, pricing analysis and TM Relationship Reviews
- Aids TMSO in pushing sales to close through strategic follow up with the client as determined by the TMSO
- Maintains an agreed upon pipeline meeting with each TMSO to:
- Review pipeline including prospects and current live deals
- Review any pre-call planning needs
- Discuss upcoming proposal or relationship review needs
- Look for any opportunities to assist TMSO with pushing deals to close
- Help TMSO work through sales and prospect reporting
- Aides with follow up items from LOB partner reviews
- Works with TMSO on annual product campaigns and initiativ
Implementation Responsibilities
- Prepares paperwork and assists with getting necessary client signatures
- Tracks the implementation process to ensure timely set up of new products and services
- Organizes client trainings with the Implementation Specialist
- Validates proper billing and exception pricing are complete after new product implementation
- Performs routine review of clients with implemented services that are not being utilized
Client Servicing Responsibilities
- Helps service existing client needs along with Commercial Services as necessary driving the follow up process with the client and ensuring client’s needs were met
- Provides sales support directly to external clients, TMSOs and RMs
This position requires a Bachelor's Degree and a minimum of 1-3 years banking experience. Treasury Management experience is preferred but not required.
Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities
The contractor will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant. However, employees who have access to the compensation information of other employees or applicants as a part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by the employer, or (c) consistent with the contractor’s legal duty to furnish information. 41 CFR 60-1.35(c)
Company Details :
Name : MidFirst Bank
CEO : G. Jeffrey Records Jr.
Headquarter : Oklahoma City, OK
Revenue : Unknown / Non-Applicable
Size : 1001 to 5000 Employees
Type : Company - Private
Primary Industry : Investment & Asset Management
Sector Name : Financial Services
Year Founded : 1982
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Details
: Dallas, TX
: 35436 - 46866 USD ANNUAL
: 145 days ago
