Job Information
Raymond James Financial, Inc. Treasury Management Sales Associate in Villanova, Pennsylvania
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