Treasury Management Sales Support Associate

Northwest Bank • Bellevue, PA • 10h ago

Reference #: R-101154 Job Description The Treasury Management Sale Support Associate supports their designated Treasury Management Advisors and works as a liaison between sales and operations. The Treasury Management Sales Support Associate provides outstanding service to both external clients and internal business partners. This candidate has a strong understanding of commercial relationships and Treasury Management solutions.

Essential Functions

Ensure compliance with Northwest's policies and procedures, and Federal/State regulations

Navigate Microsoft Office Software, computer applications, and software specific to the department in order to maximize technology tools and gain efficiency

Work as part of a team

Work with on-site equipment

Collaborate with TMA to acquire, expand and retain business

Assist sales team with client support

Develop and understand client's treasury cash management structure and objectives

Provide timely follow up with clients and business partners

Identify additional Treasury Management opportunities

Communicate with clients by email, phone, Teams, Docusign, and in person with professionalism and in a clear and concise manner.

Enter detailed notes in CRM System

Outbound calling efforts to support ACH, Wire and Express Deposit confirmations

Complete Online Banking Enrollment forms for Treasury pro and Architect

Assist with the TM implementation, prepare, send and collect required TM agreements and supporting documents

Prepare Proformas

Coordinate onboarding efforts with TMA and Treasury Management Support

Proposal and relationship review preparation

Client resolution research and out reach

Workflow Management

Perform client maintenance

Co-manage ACH annual and red flag reviews within required timeframe

Assist TMA & RM with New account opening

Participate in weekly meeting with TMA to review pending items and upcoming requests

Review monthly pricing for new services added to ensure accuracy

Qualifications

Bachelor's Degree Business, Finance, or related degree preferred

3 - 5 years Treasury Management experience preferred

5 - 6 years Customer Service/Sales preferred

Ability to identify existing and potential problems, obtain and evaluate relevant information, identify possible causes of the problems, and suggest an alternative course of action including innovative or creative approaches

Ability to allocate and effectively use information, personnel, time, and other resources necessary for implementation of Northwest's strategic plans

Ability to make decisions, render judgments, and take action on tasks within the scope of given authority in a timely fashion

Ability to develop, evaluate, and implement alternative courses of action, based on correct assumptions concerning resources and guidelines, and support decisions or recommendations with data or reasoning

Ability to present and express ideas and information effectively and concisely in an oral and/or written mode in a manner appropriate for the audience, both internal and externally client facing

Ability to listen and comprehend what others are saying and facilitate the open exchange of ideas and information

Ability to motivate and provide direction in the activities of others, appropriately assigning work and authority, in the accomplishment of goals; providing advice and assistance as required

Ability to understand and appropriately apply procedures, requirements, regulations, and policies; maintain credibility with others on specialty matters

Travel Requirements

As Needed for training and occasional team meetings

LI-MM1

Northwest is an equal opportunity employer. We are committed to creating an inclusive environment for all employees.

Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities

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