Treasury Management Sales Support Associate

Job Description

The Treasury Management Sale Support Associate supports their designated Treasury Management Advisors and works as a liaison between sales and operations. The Treasury Management Sales Support Associate provides outstanding service to both external clients and internal business partners. This candidate has a strong understanding of commercial relationships and Treasury Management solutions.

Essential Functions

• Ensure compliance with Northwest’s policies and procedures, and Federal/State regulations
• Navigate Microsoft Office Software, computer applications, and software specific to the department in order to maximize technology tools and gain efficiency
• Work as part of a team
• Work with on-site equipment
• Collaborate with TMA to acquire, expand and retain business
• Assist sales team with client support
• Develop and understand client’s treasury cash management structure and objectives
• Provide timely follow up with clients and business partners
• Identify additional Treasury Management opportunities
• Communicate with clients by email, phone, Teams, Docusign, and in person with professionalism and in a clear and concise manner.
• Enter detailed notes in CRM System
• Outbound calling efforts to support ACH, Wire and Express Deposit confirmations
• Complete Online Banking Enrollment forms for Treasury pro and Architect
• Assist with the TM implementation, prepare, send and collect required TM agreements and supporting documents
• Prepare Proformas
• Coordinate onboarding efforts with TMA and Treasury Management Support
• Proposal and relationship review preparation
• Client resolution research and out reach
• Workflow Management
• Perform client maintenance
• Co-manage ACH annual and red flag reviews within required timeframe
• Assist TMA & RM with New account opening
• Participate in weekly meeting with TMA to review pending items and upcoming requests
• Review monthly pricing for new services added to ensure accuracy
  
  

Qualifications

• Bachelor's Degree Business, Finance, or related degree preferred
• 3 - 5 years Treasury Management experience preferred
• 5 - 6 years Customer Service/Sales preferred
• Ability to identify existing and potential problems, obtain and evaluate relevant information, identify possible causes of the problems, and suggest an alternative course of action including innovative or creative approaches
• Ability to allocate and effectively use information, personnel, time, and other resources necessary for implementation of Northwest’s strategic plans
• Ability to make decisions, render judgments, and take action on tasks within the scope of given authority in a timely fashion
• Ability to develop, evaluate, and implement alternative courses of action, based on correct assumptions concerning resources and guidelines, and support decisions or recommendations with data or reasoning
• Ability to present and express ideas and information effectively and concisely in an oral and/or written mode in a manner appropriate for the audience, both internal and externally client facing
• Ability to listen and comprehend what others are saying and facilitate the open exchange of ideas and information
• Ability to motivate and provide direction in the activities of others, appropriately assigning work and authority, in the accomplishment of goals; providing advice and assistance as required
• Ability to understand and appropriately apply procedures, requirements, regulations, and policies; maintain credibility with others on specialty matters
  
  

Travel Requirements

• As Needed for training and occasional team meetings
  
  

Northwest is an equal opportunity employer. We are committed to creating an inclusive environment for all employees.