Treasury Management Associate I

Job description

This position acts as the primary back-up to one or more Treasury Management Officers (TMO) and is responsible for assisting in the selling and onboarding of treasury management solutions. Additionally, the role will be called upon to provide direct client and internal sales support to the TMO around client planning, call preparation and responses to RFPs and revenue-generating opportunities. The position will also be responsible for assisting in the control of workflow around various products and services managed and supported through the treasury management line of business. This position requires flexibility in terms of day-to-day responsibilities given the dynamic nature of the role. Position Accountabilities: - Builds strong relationships and partnerships with the TMO as a vehicle for understanding individual market needs as well as specific portfolio nuances that may facilitate client development and revenue growth. - Supports TMO by participating in the client planning process, RFP responses and provides specific client/prospect relationship data that may aid in the calling/business generation process. - Joint accountability by inspecting Horizon portfolio assignment reporti...