Treasury Management Sales Associate

Treasury Management Sales Associate I
The Treasury Management Sales Associate I (TMSA I) role will be involved with the sales and support of Treasury Management products to external and internal clients. The role will assist clients with routine sales inquiries; assist in the preparation of proposals. Success in this role requires the ability to provide a high level of customer service and satisfaction. Critical attributes in this role includes having high attention to detail and timeliness and being able to provide accurate documentations.

Position Competencies
Successful incumbents possess written and verbal communications skills, sales and relationship management skills, analytical and problem-solving skills, organizational and time management skills, and must demonstrate adaptability and flexibility in process, technology and industry.

Position Responsibilities:

Sales

• Meets or exceed assigned individual sales / revenue goals.
• Participates in client calls with TM Sales Officer.
• Identifies sales opportunities through needs-based assessment, campaigns, prospecting, reviewing account analysis statements and marketing lists to meet or exceed sales goals.
• Uses information to prepare and execute sales plan with TMSO.
• Responsible for cross selling / up selling TM Solutions to existing customers.
• Works closely with TM Sales Officer and Relationship Manager to understand the client's business environment, strategies and industry to determine their requirements, identify potential new business opportunities and provide innovative solutions.
• Prepares annual client relationship account structure analysis; review account analysis statements for additional sales opportunities; create client relationship reviews including product recommendations based on clients business and industry changes.
• Coordinates and / or conducts product demonstrations for clients.
• Utilizes industry research tools, benchmarking, peer results and new / enhanced treasury management products to identify portfolio sales opportunities.

Sales Support

• Prepares, organizes and responds to Request for Proposals.
• Prepares proposals / presentations and cost benefit analysis, as well as other sales tools.
• Generates proformas; interprets competitors account analysis statement and determines comparative Comerica product and pricing recommendations.
• Manages special pricing approval process; works with TM Sales Officer and Relationship Manager to prepare documents and rationale for the special pricing committee.
• Manages and oversees the implementation process for new business; prepares all documentation and legal agreements ensuring that audit requirements are met to mitigate risk and legal liability; responds to issues related to the implementation, engages business partners and escalate, as appropriate.
• Identifies diagnoses and resolves client issues; engages business partners and communicates with customer, TM Sales Officer and/or Relationship Manager.
• Identifies, evaluates and mitigates risks associated with TM products; collaborates with TMO, RM and TM Risk to ensures process within credit policy.
• Recognizes, mitigates and escalates risk issues such as cyber-risk, product risk, and operational risk.

Projects

• Proactively identifies, evaluates, recommends and implements changes to operational processes / procedures resulting in departmental efficiencies.
• Participates on projects impacting TM Sales representing "voice of the customer".
• Participates in coordination and planning of client and industry events such as AFP, TEXPO, Strategic Advisory Council, and Customer Forum.
• Other projects as assigned.

Position Qualifications

• 3 years of experience in financial service including sales and customer service
• 2 years of experience with Treasury Management products and services
• 2 years of experience utilizing Microsoft Office Products including Word, Excel