FTN Financial

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Treasury Management Sales Associate

at FTN Financial

Posted: 5/24/2019
Job Reference #: *64C5A51F6DC1751C

Job Description

Requisition Number

Post Date

Treasury Management Sales Associate

Part Time?



Position Overview:
Responsible for providing sales support for Treasury Management Sales Officers and Relationship Managers in delivering treasury products and services to customers, to include but not limited to, assisting sales team with soliciting, implementing and on-going delivery of cash management products. Provide support for the retail branch in Houston.

Job Description:
• Duties and responsibilities include, but are not limited to:
• Provides customer service to include responding to questions/requests and problem resolution in a timely manner.
• Solicits feedback from customers on quality service levels and oversees ongoing maintenance.
• Maintains extensive working knowledge of treasury products, enabling coordination and handling of transactions and notifies customers of updates and enhancements.
• Identifies cross-sell opportunities and makes prospecting calls to potential clients. Oversees the onboarding of new clients.
• Monitors the product implementation tracking process.
• Assembles/reviews reports for accuracy and resolve discrepancies.
• Assists in managing transaction/operational risk as needed.
• Process teller transactions accurately and efficiently for the Houston Branch.
• Support Branch Manager with audit and compliance reports and processes.
• Open new accounts for all lines of business in the Houston office.
• Perform additional duties as assigned.

Job Requirements:
Education Requirements:
• High school diploma required

Experience Requirements:
• 2 to 4 years of Treasury Services Experience is required; 4 to 6 years of Treasury Services Experience is preferred.

• Ability to manage multiple and or conflicting responsibilities
• Excellent organizational skills
• Ability to promote the appropriate company image and maintain a professional image
• Basic computer skills with knowledge of email functions