First United Bank · 3 days ago
Treasury Management Sales Associate
San Antonio, TX
Full-time
Onsite
Mid Level
3+ years expFirst United Bank is a learning organization known for its friendly and talented team, offering exciting opportunities for employee growth. The Treasury Management Sales Associate plays a critical role in meeting customer needs and delivering exceptional client experiences by providing financial solutions and supporting sales processes for Treasury Management products.
BankingFinancial ServicesInsuranceLending
Responsibilities
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 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
Qualification
Required
Three years of Bank customer service experience required
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 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
Preferred
Bachelor's Degree preferred or Equivalent work experience
One - two years Treasury Management experience preferred
Sales Experience preferred
Company
First United Bank
First United Bank is a banking company that specializes in the fields of personal banking, loans, and business loans.
1001-5000 employees
Funding
Current Stage
Late StageTotal Funding
$80.45M2022-02-01Series Unknown· $80.45M
Leadership Team
Tadd D. Tobkin
EVP - Chief Technology Officer
Recent News
2025-11-11
2025-10-22
The Journal Record
2025-08-29
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