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Treasury Sales Associate I

Portland, Oregon

Job Description:

To be successful in the role, TSA’s must maintain and build a strong client focus, and awareness and understanding of the bank and operational aspects of the products and services used by clients in addition to possessing good interpersonal, communication and presentation skills.

Support the Treasury Sales Officer (TSO) in exceeding portfolio growth goals; including client/prospect research; proposal development, and other ad hoc sales support duties

  • Assist in identifying solutions to client needs as requested or as a result of needs analysis
  • Schedule and perform client portfolio reviews, and upsell Treasury products and services as needed
  •  Produce pricing/cost benefit models and confer with the TSO and Management regarding non-standard pricing and negotiation
  •  Manage the sales pipeline; ensuring deals are properly identified as pending or closed
  •  Accountable for accuracy of sales data within source systems (e.g. Deal Pipeline, client plans, call reports, GPS-MIS, Navigator, etc.), and other sales tracking systems which may be developed
  • Resolve any non-sales client issues
  • Assist clients in navigating the bank by liaising with the Client Service, Fulfillment, Credit and other partner teams
  • Prepare account schematics, proposal documents and sales presentations
  • Partner with Fulfillment team to ensure timely delivery of Treasury Solutions to our clients and post-sale satisfaction
  • Assist in coordinating the Client Management Process (CMP), by focusing on client acquisition and deepening existing relationships through identification of client needs
  • Utilize support partners and resources to coordinate industry, prospect, and client research for use in pre-call planning
  •  Daily email, phone and in-person client communication

Required Skills:

  • Bachelor's Degree
  • 2+ years experience

Job Band:

H6

Shift: 

1st shift (United States of America)

Hours Per Week:

40

Weekly Schedule:

Referral Bonus Amount:

0

Job Description:

To be successful in the role, TSA’s must maintain and build a strong client focus, and awareness and understanding of the bank and operational aspects of the products and services used by clients in addition to possessing good interpersonal, communication and presentation skills.

Support the Treasury Sales Officer (TSO) in exceeding portfolio growth goals; including client/prospect research; proposal development, and other ad hoc sales support duties

  • Assist in identifying solutions to client needs as requested or as a result of needs analysis
  • Schedule and perform client portfolio reviews, and upsell Treasury products and services as needed
  •  Produce pricing/cost benefit models and confer with the TSO and Management regarding non-standard pricing and negotiation
  •  Manage the sales pipeline; ensuring deals are properly identified as pending or closed
  •  Accountable for accuracy of sales data within source systems (e.g. Deal Pipeline, client plans, call reports, GPS-MIS, Navigator, etc.), and other sales tracking systems which may be developed
  • Resolve any non-sales client issues
  • Assist clients in navigating the bank by liaising with the Client Service, Fulfillment, Credit and other partner teams
  • Prepare account schematics, proposal documents and sales presentations
  • Partner with Fulfillment team to ensure timely delivery of Treasury Solutions to our clients and post-sale satisfaction
  • Assist in coordinating the Client Management Process (CMP), by focusing on client acquisition and deepening existing relationships through identification of client needs
  • Utilize support partners and resources to coordinate industry, prospect, and client research for use in pre-call planning
  •  Daily email, phone and in-person client communication

Required Skills:

  • Bachelor's Degree
  • 2+ years experience

Shift:

1st shift (United States of America)

Hours Per Week: 

40

Learn more about this role

Full time

JR-21053014

Band: H6

Manages People: No

Travel: Yes, 5% of the time

Manager:

Talent Acquisition Contact:

Veronica Furillo

Referral Bonus:

0

Street Address

Primary Location:
121 SW MORRISON ST, OR, Portland, 97204