Treasury Management Sales Support

Job Summary

A company is looking for a Treasury Management Sales Support Specialist who will support bank products and services in daily sales activities.

Key Responsibilities

• Uncover sales opportunities through analysis and direct client support, addressing issues and inquiries
• Prepare documentation for clients, including proposals and service agreements
• Source and analyze financial data to identify trends and assist in product pricing and enhancements

Required Qualifications

• Bachelor's Degree with no experience in Sales, Customer Service, or Operations, or a High School Diploma/GED with 4 years of relevant experience
• Preferred knowledge of treasury operations
• Experience with data entry systems
• 5+ years of banking experience