First United Bank
Treasury Management Sales Associate
First United Bank, Oklahoma City, Oklahoma, United States, 73116
Treasury Management Sales Associate
A Treasury Management Sales Associate serves a critical role in ensuring First United meets and exceeds both new and existing customers’ Treasury Management needs. Delivering an exceptional client‑centered experience and providing financial solutions is integral to our success as an organization.
Job Description The TMSA will work alongside a Treasury Management Officer (TMO) and is responsible for preparing sales pricing, presentation and sales materials for new and existing clients with Treasury Management products, ranging from simple to complex in nature. This role manages and owns the sales support of TM products and services according to defined processes and policies, ensuring an excellent client experience. The TMSA works alongside a Treasury Management Sales Officer to provide sales support, to achieve sales and service goals.
Major Duties and Responsibilities
Assist with preparation of client presentation documents, pricing proposals, relationship reviews, or pitch books.
Collaborate with TMO throughout the sales process for pipeline status updates, new pricing proposals, and creation of presentations.
Attend sales, relationship reviews, and implementation meetings as requested.
Communicate with clients and prospects as needed to clarify sales requests, referrals, or setup questions.
Prescreen Treasury Management referrals and direct according to proven process and alignment of services.
Post enrollment, ensure services, pricing, and billing are accurate.
Attend meetings and training as required to continue development and to enhance knowledge of Treasury Management products, processes, and technologies.
Provide support with calling efforts to inform TM clients of important information.
Gather necessary information for implementation of services and submit it to implementation for processing of requested services.
Complete special projects as requested.
Demonstrate initiative and timely response to internal and external clients.
Additional Duties and Responsibilities
Manage work tasks within the department as assigned.
Direct communication and engagement with business owners and executives.
Complete all required compliance exams on a yearly basis.
Adhere to all First United policies and procedures.
Perform other duties as assigned by supervisor.
Travel 5–10% of time to attend TM offsite meetings and trainings.
Employee Specifications To perform this job successfully, an individual must be able to perform each essential function satisfactorily. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
Education and Work Experience
Bachelor’s Degree preferred or equivalent work experience.
Five years of bank customer service experience required.
Three to five years Treasury Management experience required.
Sales experience preferred.
Proficiency in Microsoft Office programs (Outlook, Word, Excel, PowerPoint, etc.).
Proficiency in Salesforce.
Technical/Functional Competencies
Exceptional interpersonal skills.
Strong verbal and written communication skills.
Active participation in prospect and client conversations.
Strong time‑management and organization skills evidenced in previous assignments.
Possesses a strong sense of customer service and is attentive and prompt in attending to customer needs.
Demonstrates dependability through good attendance and adherence to timelines and schedules.
Willingness to accept additional responsibilities.
Takes initiative in the completion of projects.
Ability to meet deadlines.
Location OKC‑Downtown
Equal Opportunity Statement First United is an Equal Opportunity Employer. To the extent required by Federal or State law, First United does not discriminate in employment opportunities or practices on the basis of race, color, religion, sex, national origin, or any other characteristic protected by law.
If any applicant is unable to complete an application or respond to a job opening because of a disability, please email us at HR@firstunitedbank.com for assistance.
#J-18808-Ljbffr
Job Description The TMSA will work alongside a Treasury Management Officer (TMO) and is responsible for preparing sales pricing, presentation and sales materials for new and existing clients with Treasury Management products, ranging from simple to complex in nature. This role manages and owns the sales support of TM products and services according to defined processes and policies, ensuring an excellent client experience. The TMSA works alongside a Treasury Management Sales Officer to provide sales support, to achieve sales and service goals.
Major Duties and Responsibilities
Assist with preparation of client presentation documents, pricing proposals, relationship reviews, or pitch books.
Collaborate with TMO throughout the sales process for pipeline status updates, new pricing proposals, and creation of presentations.
Attend sales, relationship reviews, and implementation meetings as requested.
Communicate with clients and prospects as needed to clarify sales requests, referrals, or setup questions.
Prescreen Treasury Management referrals and direct according to proven process and alignment of services.
Post enrollment, ensure services, pricing, and billing are accurate.
Attend meetings and training as required to continue development and to enhance knowledge of Treasury Management products, processes, and technologies.
Provide support with calling efforts to inform TM clients of important information.
Gather necessary information for implementation of services and submit it to implementation for processing of requested services.
Complete special projects as requested.
Demonstrate initiative and timely response to internal and external clients.
Additional Duties and Responsibilities
Manage work tasks within the department as assigned.
Direct communication and engagement with business owners and executives.
Complete all required compliance exams on a yearly basis.
Adhere to all First United policies and procedures.
Perform other duties as assigned by supervisor.
Travel 5–10% of time to attend TM offsite meetings and trainings.
Employee Specifications To perform this job successfully, an individual must be able to perform each essential function satisfactorily. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
Education and Work Experience
Bachelor’s Degree preferred or equivalent work experience.
Five years of bank customer service experience required.
Three to five years Treasury Management experience required.
Sales experience preferred.
Proficiency in Microsoft Office programs (Outlook, Word, Excel, PowerPoint, etc.).
Proficiency in Salesforce.
Technical/Functional Competencies
Exceptional interpersonal skills.
Strong verbal and written communication skills.
Active participation in prospect and client conversations.
Strong time‑management and organization skills evidenced in previous assignments.
Possesses a strong sense of customer service and is attentive and prompt in attending to customer needs.
Demonstrates dependability through good attendance and adherence to timelines and schedules.
Willingness to accept additional responsibilities.
Takes initiative in the completion of projects.
Ability to meet deadlines.
Location OKC‑Downtown
Equal Opportunity Statement First United is an Equal Opportunity Employer. To the extent required by Federal or State law, First United does not discriminate in employment opportunities or practices on the basis of race, color, religion, sex, national origin, or any other characteristic protected by law.
If any applicant is unable to complete an application or respond to a job opening because of a disability, please email us at HR@firstunitedbank.com for assistance.
#J-18808-Ljbffr