Position Title : TM Sales Support Associate

Reports To : Director of Treasury Management

Direct Reports : N / A

Salary Grade : 5

• SUMMARY : To ensure quality implementation of all Treasury Management products and services including additions, deletions, and changes;
• completion, validation and maintenance of setup forms and agreements; creation and delivery of fulfillment materials to clients;

and transition of clients to TM Support Specialist.The position also requires the ability to identify individual customer needs and work with the Treasury Officer to offer a solution to meet those needs.

JOB REQUIREMENTS :

• High school diploma or equivalent required; four-year degree in a business related field preferred or equivalent education and related training
• Three years’ minimum banking experience, preferably in Commercial or Treasury Management
• Previous experience with computers, various operating systems, hardware / software programs such as communication and other non-mainframe interfaced systems;

above average computer skills and familiarity with MS Office

• Thorough knowledge of overall branch and banking systems, as well as commercial / corporate banking practices
• Excellent communication skills
• Ability to work independently, be well organized, and manage detailed work assignments with a high degree of accuracy
• Participate and complete all required compliance training, including Bank Secrecy Act / anti-money laundering training, as well as internal and external training programs, online training, meetings, and seminars / conferences, etc.

JOB FUNCTIONS :

• Interact, communicate and resolve problems for the bank’s largest and most complex corporate customers
• Ensure customer implementations are managed efficiently and effectively on behalf of the customer, bank and stakeholders (banker, treasury sales officer and operations)
• Address potential issues before they result in delays that will impact the customer or potential risk to the bank
• Maintain expertise on products and services offered by Treasury Management Services for ongoing implementation support
• Ensure all quality service level agreements related to implementation tasks and timelines are met
• Communicate with client to obtain any additional information required to complete implementation
• Complete all set up materials and agreements
• Secure appropriate signatures on all agreements as required
• Order and ship any necessary hardware
• Assist clients with installation of all hardware and software needed for service
• Provide client with walk-through and training on services
• Provide client with all necessary startup materials (user guides, manuals, instructions, etc.)
• Maintain client files with implementation documentation, including imaging into Director
• Serve as liaison client to TM Support Specialist when first account analysis statement is received
• Provide backup assistance to TM Support Specialist as required
• Perform other duties as assigned

Last updated : 2024-02-27