What are the responsibilities and job description for the Treasury Management Sales Associate position at First Horizon?
Location: Onsite Tampa
SUMMARY
The Treasury Management Sales Associate (SA) is responsible for assisting the Treasury Management Sales Officer (TMSO) with various sales related activities. Working closely with the TMSO, they contribute to group’s annual sales goal by preparing sales materials, assisting in the sales and implementation process, and providing continuity when a TMSO is out of the office.
ESSENTIAL DUTIES AND 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
SUPERVISORY RESPONSIBILITIES
- No supervisory responsibilities
QUALIFICATIONS
To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. Additionally, the qualifications listed below are representative of the knowledge, skills, and/or abilities required in this position:
- Bachelor (4-year college) degree and 1-2 years of experience or equivalent combination of education and experience
COMPUTER AND OFFICE EQUIPMENT SKILLS
- Microsoft Office suite
CERTIFICATES, LICENSES, REGISTRATIONS (Ex: CPA, Series 6 or 7 license, etc)
None required
About Us
First Horizon Corporation is a leading regional financial services company, dedicated to helping our clients, communities and associates unlock their full potential with capital and counsel. Headquartered in Memphis, TN, the banking subsidiary First Horizon Bank operates in 12 states across the southern U.S. The Company and its subsidiaries offer commercial, private banking, consumer, small business, wealth and trust management, retail brokerage, capital markets, fixed income, and mortgage banking services. First Horizon has been recognized as one of the nation's best employers by Fortune and Forbes magazines and a Top 10 Most Reputable U.S. Bank. More information is available at www.FirstHorizon.com.
Benefit Highlights
• Medical with wellness incentives, dental, and vision
• HSA with company match
• Maternity and parental leave
• Tuition reimbursement
• Mentor program
• 401(k) with 6% match
• More -- FirstHorizon.com/First-Horizon-National-Corporation/Careers/Our-Benefits
Corporate Diversity Commitment:
We remain committed to creating a more equitable society, and that starts with our associates, our clients, and the communities we serve. We do this by elevating equity, providing capital and counsel, and committing to excellence in everything we do.
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