Treasury Management Sales Associate

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We have a great team of friendly, talented and inspiring people at First United. As a learning organization, we take pride in offering exciting opportunities for employees to grow and follow their passions. That's one of the many reasons First United has been voted as one of the top places to work in/>

We have a great team of friendly, talented and inspiring people at First United. As a learning organization, we take pride in offering exciting opportunities for employees to grow and follow their passions. That's one of the many reasons First United has been voted as one of the top places to work in Oklahoma since 2009! Browse this page to find out more about the First United culture and the many benefits of working here.

Then, use our "Get Started" section to take your first step to being a part of First United.

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.

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, which range 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 will work alongside a Treasury Management Sales Officer to provide Sales Support, to achieve sales and service goals.

• Assist with preparation of client presentation documents, pricing proposals, relationship reviews or pitch books
• Collaborates with TMO throughout the sales process for pipeline status update, new pricing proposals, and creation of presentations.
• Attends sales, relationship reviews and implementation meetings as requested.
• Communicates with clients and prospects as needed to clarify sales requests, referrals, or setup questions.
• Prescreens Treasury Management referrals and directs according to proven process and alignment of services.
• Post enrollment, ensures services and pricing and billing is accurate
• Attend meetings and training as required to continue development and to enhance knowledge of Treasury Management products, processes, and technologies.
• Provides support with calling efforts to inform TM clients of important information.
• Gathers necessary information for implementation of services and submits information to implementation for processing of requested services.
• Completes special projects as requested
• Strong understanding of Treasury Management Solutions
• Demonstrates initiative and timely response to internal and external clients

• Manages work tasks within terminer the department as assigned.
• Direct communication/engagement with Business owners and executives
• Completes all required compliance exams on a yearly basis.
• Adherence to all First United Policies and Procedures.
• Other duties as assigned by supervisor.
• Travel 5-10% of time to attend TM offsite meetings and trainings.

To perform this job successfully, an individual must be able to perform each essential function satisfactorily. The requirements listed below are representative of the knowledge, skills, and/or abilities required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

• Bachelor's Degree preferred or Equivalent work experience
• Five years of Bank customer service experience required.
• Three
  - Five years Treasury Management experience required.
• Sales Experience preferred.
• Proficient in Microsoft Office programs (Outlook, Word, Excel, PowerPoint etc.)
• Proficient in Salesforce

• Exceptional interpersonal skills
• Strong verbal and written communication skills
• Active Participation in Prospect and…