TM Sales Associate I

The Treasury Management Sales Associate (TMSA) Level I is an entry-level position designed for individuals looking to build a career in Treasury Management. This role provides foundational support to Treasury Management Sales Officers (TMOs) while focusing on developing knowledge of treasury products, sales processes, and client service best practices. The TMSA Level I will assist with research, sales material preparation, internal coordination, and basic client interactions, all while actively engaging in learning opportunities to build expertise in the field.

Key Responsibilities:

Develop Treasury Management Knowledge

* Participate in training sessions, job shadowing, and self-study to gain an understanding of Treasury Management products, services, and industry trends.

* Learn about the sales process, client engagement strategies, and financial solutions offered by Treasury Management.

* Seek opportunities for continuous learning, including industry research, mentorship, and internal development programs.

Sales & Client Support

* Assist TMOs in preparing for client and prospect meetings by:

* Researching basic industry and client data to help refine targeting efforts.

* Helping to create and format sales presentations and proposal materials.

* Assisting with client profile updates and historical insights tracking.

* Support TMOs in executing administrative tasks related to pipeline management, sales tracking, and follow-ups.

* Work with TMOs to understand and develop basic pricing Pro Formas for treasury products.

Internal Collaboration & Coordination

* Develop strong working relationships with internal teams, including Treasury Management support, product teams, and operations.

* Assist in coordinating internal stakeholder meetings by documenting action items and distributing follow-ups.

* Help onboard new TMOs or partners by sharing entry-level insights and assisting with training coordination.

Risk & Compliance Support

* Learn and adhere to bank policies, compliance requirements, and risk management protocols.

* Ensure all sales materials and presentations follow risk and regulatory guidelines.

* Support TMOs in maintaining proper documentation for client engagements and transactions.

Build a Strong Foundation for Career Growth

* Gain hands-on exposure to sales processes, client interactions, and treasury solutions.

* Take initiative in developing key skills, including communication, problem-solving, and financial analysis.

* Participate in mentorship and learning opportunities to prepare for future career advancement within Treasury Management.

Qualifications & Skills:

* Bachelor's degree in Finance, Business, Economics, or a related field (preferred).

* 0-2 years of experience in banking, finance, client support, or sales-related roles (internship experience is a plus).

* Strong interest in Treasury Management, commercial banking, and financial services.

* Excellent organizational, analytical, and problem-solving skills.

* Strong written and verbal communication skills.

* Proficiency in Microsoft Office Suite (Excel, PowerPoint, Word); familiarity with CRM tools is a plus.

* Ability to learn quickly, work in a team environment, and adapt to a fast-paced setting.

Why Join Us?

* Gain a strong foundation in Treasury Management and financial solutions.

* Be part of a collaborative and client-focused team that values learning and development.

* Access training, mentorship, and career growth opportunities in commercial banking.

* Work in a dynamic environment that encourages continuous improvement and innovation.