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Description

Job Summary

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 Bank’s depository and treasury management business.

Essential Duties and Responsibilities

• 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 bank’s 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

Qualifications

Knowledge, Skills, and Abilities

• Exceptional interpersonal, communication, and presentation skills

• Exceptional planning, time management, and organization skills

• Demonstrated analytical and problem-solving capabilities

Ability to

• 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

Educational/Previous Experience Requirements

• Bachelor’s Degree or equivalent

• Minimum 1-2 years combined sales and depository / treasury management experience

Job: Banking

Primary Location: US-PA-Villanova-Villanova

Organization TriState Capital Bank

Schedule Full-time

Job Shift Day Job

Travel No

Req ID: 2402017