Participate in gathering and summarizing prospect information for Treasury Management consultants
Identify opportunities for process improvements within scope of responsibilities or functional area
Review and research basic or tactical operational assignments that require evaluation and selection of alternatives, related to low to medium risk deliverables
Present recommendations for resolving more complex situations and exercise some independent judgement while developing understanding of function, policies, procedures, and compliance requirements
Provide information to functional colleagues, internal partners, and stakeholders, including internal as well as external customers
Requirements
2+ years of Treasury Management Sales Support experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
Experience in sales, sales support, or direct client contact experience preferably in the financial services industry
Experience with treasury management products and services
Experience with Commercial Card/Payables solutions
Ability to work in a fast-paced deadline driven environment
Strong analytical skills with high attention to detail and accuracy
Proven ability to provide strong customer service and develop strong client relationships
Strong organizational, multi-tasking, and prioritizing skills
Excellent verbal, written, and interpersonal communication skills
Ability to develop partnerships and collaborate with other business and functional areas
Ability to work effectively in a team environment
Benefits
Health benefits
401(k) Plan
Paid time off
Disability benefits
Life insurance, critical illness insurance, and accident insurance
Parental leave
Critical caregiving leave
Discounts and savings
Commuter benefits
Tuition reimbursement
Scholarships for dependent children
Adoption reimbursement
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.