Treasury Management Sales Associate

Job Description Summary

Summary of the Position:

The Treasury Management Sales Associate will be responsible for assisting the TM Sales officer and specialist team in marketing managing and educating on the entire set of Deposit and Treasury Management product offerings. The incumbent will have team goals to enhance the Banks depository and treasury management business.

Primary Functions of the Position:

Sales Support

• Demonstrates mastery level proficiency in all Depository and Treasury Management products
• Assists in the development and execution of client onboarding and implementation sales presentations RFPs
• Client Annual Reviews Client Risk Assessments and TM Analytics
• Participates in joint and independent sales calling efforts for the Treasury Management Sales Team in order to recommend additional solutions and cross-sell products
• Consults with existing and prospective clients by phone and in person to learn their business and serve as an additional sales resource in the absence of the RM and/or TM Sales representative

Product Marketing

• Oversees all Marketing collateral as it relates to depository and Treasury Management products

• Provides education and knowledge of products to internal partners and to existing and prospective clients

Product Management

• Provides detailed analytics on depository and TM products
• Provides technical support for complex Deposit and Treasury Management sales calling efforts
• Effectively manages operational risk and compliance

Other responsibilities include but are not limited to:

• Facilitating new processes tools communications and training to ensure the banks success
• Acting as a brand ambassador for TriState with every prospect
• Maintaining and managing a system to effectively track and report on pipeline and sales initiatives
• Assist in developing sales processes procedures and departmental goals and initiating strategies that will improve team results

Education and Experience Requirements:

• Bachelors Degree or equivalent
• Minimum 3 years combined sales and depository / treasury management experience

Essential Skills and Abilities:

• Exceptional interpersonal communication and presentation skills
• Exceptional planning time management and organization skills
• Demonstrated analytical and problem-solving capabilities
• Demonstrated ability to work independently and build relationships
• Ability to work in a high-energy fast-paced work environment and adapt quickly to changing circumstances

Travel

Workstyle

The total compensation for this position includes base salary or wages and may include components such as additional compensation (cash or equity) discretionary bonuses or commissions. This position is eligible for a benefits package that may include medical dental and vision; life insurance; critical illness insurance and accident insurance; disability benefits; retirement savings; paid time off (including vacation holidays and sick leave); and parental leave. Eligibility for benefits and specific offerings may vary based on position and employment status. To view more details of the benefits offered visit .

At Raymond James our associates use five guiding behaviors (Develop Collaborate Decide Deliver Improve) to deliver on the firms core values of client-first integrity independence and a conservative long-term view.
We expect our associates at all levels to:
Grow professionally and inspire others to do the same
Work with and through others to achieve desired outcomes
Make prompt pragmatic choices and act with the client in mind
Take ownership and hold themselves and others accountable for delivering results that matter
Contribute to the continuous evolution of the firm

At Raymond James as part of our people-first culture we honor value and respect the uniqueness experiences and backgrounds of all of our Associates. When associates bring their best authentic selves our organization clients and communities thrive. The Company is an equal opportunity employer and makes all employment decisions on the basis of merit and business needs.