What are the responsibilities and job description for the Treasury Management Sales Associate position at Johnson Financial Group?
Overview
As part of the Johnson Financial Group Family, you’ll experience a welcoming culture unlike any other that inspires, challenges, and empowers associates to give their best in the communities where they work and live. We’re proud to be Wisconsin’s largest privately held, financial services institution with strong values, engaged associates, and a culture of development and collaboration. No matter where you are in your career journey, here you can get involved and make a difference.
As a Treasury Management Sales Associate (TMA), you will be responsible for partnering with Treasury Management Consultants (TMC) to provide support for new Treasury Management sales and assistance in the relationship management of existing Treasury Management customers. In this role, the TMA’s will have responsibility and accountability for assisting the TMC’s with maintenance of client relationships and throughout the life cycle of the sales process. This may include but not limited to participating on strategic customer meetings and assembling any materials related to client/prospect pitches. This role will require direct customer interaction with the goal of partnering closely with the TMC on growing and maintaining TM revenue on cross sale opportunities. This role will allow the TMA to develop skills over time for a successful career within JFG and to pursue more senior roles within Treasury Management.
Key Responsibilities
Position Specific Responsibilities
Our culture embraces diversity, equity, & inclusion; one where everyone feels valued and heard. For more information on JFG's culture and diversity efforts, including our employee resource groups, please visit our Career Website .
As part of the Johnson Financial Group Family, you’ll experience a welcoming culture unlike any other that inspires, challenges, and empowers associates to give their best in the communities where they work and live. We’re proud to be Wisconsin’s largest privately held, financial services institution with strong values, engaged associates, and a culture of development and collaboration. No matter where you are in your career journey, here you can get involved and make a difference.
As a Treasury Management Sales Associate (TMA), you will be responsible for partnering with Treasury Management Consultants (TMC) to provide support for new Treasury Management sales and assistance in the relationship management of existing Treasury Management customers. In this role, the TMA’s will have responsibility and accountability for assisting the TMC’s with maintenance of client relationships and throughout the life cycle of the sales process. This may include but not limited to participating on strategic customer meetings and assembling any materials related to client/prospect pitches. This role will require direct customer interaction with the goal of partnering closely with the TMC on growing and maintaining TM revenue on cross sale opportunities. This role will allow the TMA to develop skills over time for a successful career within JFG and to pursue more senior roles within Treasury Management.
Key Responsibilities
Position Specific Responsibilities
- Working with the TMCs on client proposals including Treasury solutions, cost/benefit analysis, pricing, and profitability models, etc.
- Assist with client call preparation creating relationship review materials, pitch books, account plans, funds flow models.
- Work with TMCs throughout the sales cycle to manage pipeline and ensure services and pricing are set up timely and accurately.
- Complete onboarding documents for new and existing clients. Ensure an accurate sales packet is completed for any new Treasury Management Services request and sent to Implementations in a timely manner for onboarding.
- Collaborate with TMCs and leadership regarding critical matters and decisions such as approvals and exceptions.
- Coordinate with internal partners to ensure successful implementation, product ramp-up and accurate pricing/billing.
- Act as a liaison between the regional commercial, treasury management, leadership, and implementation team to ensure a smooth customer onboarding process.
- Work closely with Treasury Management Consultants to gather the information needed to prepare Annual Reviews on our Top Tier clients within each region.
- Participate in departmental and corporate projects or initiatives to ensure understanding and translate the impact of the project in relation to the role of the TM Operations Specialist.
- Remain current in TM and banking industry trends through ongoing professional development opportunities and education.
- High school diploma or equivalent with a minimum of one year of supporting and servicing bank clients.
- Must be knowledgeable in deposit applications, commercial banking/treasury management experience a plus.
- Must be comfortable initiating contact with clients and the ability to communicate with all levels of management.
- Must display effective organizational skills, demonstrate follow-through, and possess strong written/verbal communication skills.
- Excellent PC skills required in Microsoft Office applications.
Our culture embraces diversity, equity, & inclusion; one where everyone feels valued and heard. For more information on JFG's culture and diversity efforts, including our employee resource groups, please visit our Career Website .
