What are the responsibilities and job description for the AZ Treasury Management Sales Associate Supervisor position at MidFirst Bank - Default?
The Treasury Management Associate provides sales, implementation, and client service support to business customers.
Primary responsibilities of the job include:
TM Sales Support
- Support Treasury Management Officers (TMOs) with proposal preparation, RFP responses, pricing analysis, and Treasury Management relationship reviews
- Advance sales opportunities through strategic client follow-up in partnership with the TMO
- Lead recurring pipeline meetings with each TMO to:
- Review pipeline activity, including prospects and active deals
- Identify pre-call planning needs
- Discuss upcoming proposal and relationship review needs
- Identify opportunities to help move deals to close
- Support the TMO with sales and prospect reporting
- Follow up on action items from line-of-business partner reviews
- Partner with the TMO on annual product campaigns and initiatives
- Stay current on product changes and enhancements
Leadership Responsibilities
- Mentor and train other Treasury Management Sales Associates through onboarding support, knowledge sharing, and reinforcement of best practices across sales support, implementation, and client service
- Exemplify leadership among TMSA peers by serving as a trusted resource, modeling sound judgment and professionalism, and demonstrating readiness for broader team leadership responsibilities, including potential people management
Implementation Assistance
- Aid in obtaining required client signatures, if necessary
- Track implementation progress to ensure timely setup of new products and services
- Help coordinate and attend client training sessions with the Implementation Consultant
- Validate billing and exception pricing following new product implementation
- Review implemented services that are not being utilized and identify follow-up opportunities
Client Servicing Expectations
- Support existing client service needs in partnership with the Client Support Specialist and Commercial Services, driving follow-up and ensuring timely resolution
- Provide sales support to external clients, TMOs, and RMs
A bachelor’s degree is preferred, along with 3-5 years’ TM or equivalent banking experience. Team management experience and demonstration of meeting team goals and deadlines preferred.