Treasury Management Sales Support

A company is looking for a Treasury Management Sales Support Specialist who will support bank products and services in daily sales activities. Key Responsibilities Uncover sales opportunities through analysis and direct client support, addressing issues and inquiries Prepare documentation for clients, including proposals and service agreements Source and analyze financial data to identify trends and assist in product pricing and enhancements Required Qualifications Bachelor's Degree with no experience in Sales, Customer Service, or Operations, or a High School Diploma/GED with 4 years of relevant experience Preferred knowledge of treasury operations Experience with data entry systems 5+ years of banking experience

May 16, 2025 - 18:16
 0
Treasury Management Sales Support
A company is looking for a Treasury Management Sales Support Specialist who will support bank products and services in daily sales activities. Key Responsibilities Uncover sales opportunities through analysis and direct client support, addressing issues and inquiries Prepare documentation for clients, including proposals and service agreements Source and analyze financial data to identify trends and assist in product pricing and enhancements Required Qualifications Bachelor's Degree with no experience in Sales, Customer Service, or Operations, or a High School Diploma/GED with 4 years of relevant experience Preferred knowledge of treasury operations Experience with data entry systems 5+ years of banking experience