This job has expired, please see additional jobs below
Small Business Treasury Associate
Union Bank
Tempe, AZ, United States
Job Details - this job has expired, please see similar jobs below
In-house sales associate tasked with supporting complex TM sales execution efforts within an assigned geographical or industry related area. This is an entry level sales role. Assist in generating new revenue through the sale of cash management products and services to bank prospects and existing clients. Develop proficiency and knowledge of treasury and operational practices. Demonstrate the ability to work independently managing to deadlines. With significant guidance from team lead or senior treasury associate, achieve key performance metrics tied to both revenue and activity volume.
Qualifications
Major Responsibilities:
SALES EXECUTION:
Responsible for helping overall Treasury Sales team exceed assigned revenue and sales activity goals. Develop and leverage industry knowledge, as well as treasury systems and operations knowledge, to provide high-level consultative value. Partner with assigned branch staff on creating appropriate product solutions for clients based on their needs, best practices and regulatory demands. Proactively recommend cross sell opportunities. Reduce non-sales related activities for branch staff. Participate in all areas related to new client proposals and onboarding. Quantitative analysis activities specific to this area include creating draft pricing models and creating ROI and/or cost-benefit calculators. Independently research and build written content for complex proposals using Proposal Library, Resource Center and other tools. In collaboration with team lead, Treasury Consultant(s) and internal business partners, design client/prospect communications, proposals, account structures and pricing. Associate will be responsible for communicating with clients and internal partners on regular basis via phone/web. May occasionally perform technical product demonstrations via webinar. Communicate effectively and professionally. Assist with pre-call research, account structures and annual reviews. Respond to one-off internal partner or client queries on product capabilities. Be a proactive and collaborative partner.
IMPLEMENTATION:
Champion the implementation of treasury solutions; follow up with clients to ensure that we deliver on what is promised. Associate will be responsibility for creating and submitting internal worksheets specific to new complex product implementation. Originate and oversee implementation of complex treasury sales through completion. Facilitate and manage maintenance requests as needed. Monitor progress and make decisions as to next appropriate steps. Communicate results and updates to client and to internal partners. Develop a network of contacts in Transaction Banking, Product and CCSU to assist in process management and problem resolution.
RISK/COMPLIANCE:
The employee will be expected to demonstrate a commitment to, implement, and follow policies and procedures that support the Bank's Risk Vision, including the Bank's anti-money laundering (AML), Bank Secrecy Act (BSA), and other relevant operational, compliance and other risk management-related requirements as appropriate. The employee is expected to further a culture of risk and compliance discipline, which includes, but is not limited to, maintaining compliance with Bank and business process-related policies and procedures, exhibiting a basic understanding of the risks associated with the employee's position, escalating issues of risk concern to management, and maintaining appropriate data integrity and confidentiality with regard to all customer files, customer information and business transactions. Additional Information: One year of applicable work experience in treasury management and/or sales required. Typically requires a degree from a four-year college (e.g., B.A, B.S.) or equivalent work experience, plus strong technical experience and skills. CTP and AAP certifications preferred. Knowledge of corporate treasury and financial operations needs is a plus. A general understanding of widely used ERP and accounting systems is a plus. Proven professional verbal, written, and presentation skills required. The ability to work in a team environment; fostering a healthy and collaborative environment with all business partners is needed. Effective time management and prioritizing skills are also needed. Must be able to deliver extraordinary client experiences. Ability to take ownership of projects and see them through to completion is required.
The above statements are intended to describe the general nature and level of the work being performed. They are not intended to be construed as an exhaustive list of all responsibilities, duties, and skills required of personnel so classified.
We are proud to be an Equal Opportunity / Affirmative Action Employer and committed to leveraging the diverse backgrounds, perspectives, and experience of our workforce to create opportunities for our colleagues and our business. We do not discriminate in employment decisions on the basis of any protected category.
A conviction is not an absolute bar to employment. Factors such as the age of the offense, evidence of rehabilitation, seriousness of violation, and job relatedness are considered in all employment decisions. Additionally, it’s the bank’s policy to only inquire into a candidate’s criminal history after an offer has been made. Federal law prohibits banks from employing individuals who have been convicted of, or received a pretrial diversion for, certain offenses.