Treasury Management Sales Associate

Job Board Title:
Treasury Management Sales Associate

Post Date

Expiration Date

The Commerce Bank of WA in Seattle, Zions Bancorporation, is currently hiring for Treasury Management Sales Associate – Seattle

This position supports the TM Sales Officer with pre-call research, developing proposals, and preparing post-sales customer documentation and interim documentation updates. Serves as a liaison between the customer, the sales officer, and the Cash Management Operations team to ensure a satisfactory implementation experience. Responsible for having a strong knowledge of the portfolio to successfully analyze decisions made for the client. Provides sales backup for the TM Sales Officer and may conduct joint sales calls with the TM Sales Officer and Relationship Managers.

This professional will do the following:
*Provide sales support to assigned sales officers by participating in pre-call research, creating proposals and presentations and responding to RFP’s.
*Conduct research and prepare presentations for annual relationship reviews.
*Prepare product agreements, obtain legal documentation and proactively track and obtain outstanding agreements.
*Facilitate all product training for new customers and new users, either by phone or in person, as needed.
*Participate in maintaining procedures for forms and agreements.
*May attend sales and product training in addition to service and operations training.
*May participate in outside customer calls.
*Create and manage implementation plans for large, complex clients.
*Assist with sales report preparation and billing audits.
*Interview customers by phone to obtain information required to prepare product contracts and specification sheets.
*Follow established procedures for contracts and implementation.
*Adhere to the General Duties and Responsibilities of employees as per the current employee handbook.
*Perform other duties as assigned by supervisor.

Position Dimensions - The ability to provide an extremely high level of customer service and satisfaction and initiative is necessary for success in this position. High attention to detail and timeliness are critical in this position to ensure customer satisfaction and provide accurate documentation in order to protect the customer and the bank.

Bachelor degree is required as are strong verbal, written and interpersonal communication skills with customers and coworkers.
Requires at least two years (Strongly desires 4+ years) banking experience and familiarity with treasury management products and customer contact experience is highly desired
Two to four year banking experience and familiarity with treasury management products and customer contact experience is required
Proficiency with web-based technology and software installation, including intermediate knowledge of MS Office suite required.
Also essential are strong organizational skills, flexibility in shifting priorities and deadlines, strong interpersonal, verbal and written communication skills with both customer and coworkers.
A demonstrated commitment to proactive, ongoing, self-directed education in subject matter area is required.
Must show proven skill at resolving issues to the client’s satisfaction.
Experience and knowledge of bank treasury products strongly preferred.

Physical Requirements: Ability to effectively interact both visually, verbally, and in writing with customers and other employees; manual dexterity sufficient to key in data via computer of 10-key and to complete contracts, applications, and forms; the ability to lift and transport up to 20 lbs.; ability to comprehend and retain detailed information; and the ability to understand, recall and explain the various services offered by the bank; vision sufficient to work extensively with handwritten and printed data and computer display. May require occasional travel for customer training or sales calls.

Health / Dental / Vision plan
Career advancement opportunities from within / paid training opportunities
401 k plan with up to 5 % matching – no waiting period for new employees
Competitive pay commensurate with experience

The Commerce Bank of Washington

601 Union Street, Suite 3600