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First Horizon Bank · 5 days ago

Treasury Management Sales Associate

Raleigh, North Carolina, United States

Full-time

Onsite

Entry Level

1+ years exp

First Horizon Bank is a leading regional financial services company dedicated to helping clients unlock their full potential. The Treasury Management Sales Associate is responsible for assisting the Treasury Management Sales Officer with various sales-related activities, contributing to the group's annual sales goals, and ensuring client satisfaction during the sales and implementation process.

BankingFinanceFinancial ServicesRisk Management

Responsibilities

Collects key client/prospect data, analysis statements and assembles sales marketing collateral to aids the TMSO in preparing for sales and prospect calls

Assists in preparing pricing proformas, proposals, presentations and other sales materials

Calls on customers via telephone and in person (as appropriate) to assist in the sales process and identify cross sell opportunities

Prepares TM Service agreements, implementation and maintenance documentation as directed by the TMSO

Initiates the fulfillment process and provides support in client on-boarding to ensure progress and customer satisfaction

Upon the receipt of executed agreements, acts as a liaison between TM Sales and Implementations to ensure appropriate credit approvals and risk assessment forms are completed

Coordinates and assists with client product training as needed

Contact clients to ensure new product usage and client satisfaction

Serve as primary interface with customer service and implementations to resolve issues, engaging the TMSO as necessary

Assist team in providing training and market support to the relationship management team

Maintain sales materials and performs other duties as assigned by TM Sales from client support, training and set up perspectives

Performs all other duties as assigned