Treasury Management Sales Associate (Support Specialist) jobs in United States
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RockPointBank, NA · 1 day ago

Treasury Management Sales Associate (Support Specialist)

RockPointBank, NA is a locally-owned bank headquartered in Chattanooga, Tennessee, dedicated to providing personalized financial services. The Treasury Management Sales Associate will support treasury management sales efforts by engaging with clients, addressing inquiries, and delivering exceptional customer service, while collaborating with team members to ensure seamless client onboarding.

BankingFinanceFinancial Services

Responsibilities

Support treasury management sales efforts by engaging with clients
Addressing inquiries
Delivering exceptional customer service
Preparing proposals
Analyzing client needs
Providing systems trainings
Detailed product support
Collaborating with team members and other departments to ensure seamless client onboarding and continued satisfaction

Qualification

Customer SupportInterpersonal SkillsCommunication SkillsTechnical AptitudeAttention to DetailOffice Productivity ToolsCustomer SatisfactionBusiness DegreeFinance DegreeProblem-Solving SkillsTeam Collaboration

Required

Strong Interpersonal Skills to build and maintain client relationships
Customer Support and Customer Satisfaction experience
Excellent Communication and Customer Service abilities
Attention to detail and problem-solving skills
Ability to work collaboratively in a team-oriented environment
Proficiency with office productivity tools
High level technical and systems aptitude required

Preferred

Associate's or Bachelor's degree in Business, Finance, or related field preferred

Company

RockPointBank, NA

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When it comes to managing your money and growing your company, a banking relationship based on personalized service is becoming harder to find- that’s why we created RockPointBank.

Funding

Current Stage
Early Stage

Leadership Team

H
Hampton Johnston
President and CEO
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Company data provided by crunchbase