Treasury Management Sales Associate

1st Century Bank, a division of MidFirst Bank, is a full service bank with a vision of unparalleled client service in Los Angeles. The Bank’s core principles are flexibility, responsiveness, and the ability to create tailored solutions, coupled with its commitment to provide exceptional client service. Our bankers work in a team effort to develop a deep understanding of their clients, and work with and on their behalf to develop solutions tailored to meet their needs. Nothing is overlooked. Everything is considered.A Treasury Management Sales Associate will support the Treasury Management Sales Officers throughout all aspects of the sales cycle. This position will provide skilled and knowledgeable assistance with treasury management solutions, perform a variety of support activities such as sales proposals and pro-formas, document preparation and review for new product setup and maintenance requests, technical support to clients regarding product usage and functionality, in-person / WebEx training, and ensure proper onboarding of products within our published service level agreement.Assist the Treasury Management Sales Officers with completion of pro-formas and proposals.Enter and Track all TM related CRM requests for credit approval.Responsible for gathering pertinent information required for the preparation and or coordination of all agreements as well as making sure customer executes and returns agreements, specifically in support of the Business Banking Team.Partner with internal implementations and operations to ensure new services are established correctly and timely and that customer issues are addressed in a professional and responsive manner.Review Account Analysis and understand clients’ current and future treasury management needs to expand business relationships.Maintain sufficient knowledge of all treasury management products including, but not limited to Account Analysis, Online Banking, Remote Deposit Capture, Positive Pay, ACH Origination, Cash Vault, Lockbox, Business/Commercial Card, etc.Demonstrate expert knowledge and conduct client training for the eZBuinsess card management platform.Manage and pre-plan tasks and meeting schedule to maintain an effective support of clients and business units.Assist Relationship Managers and Personal Banking Officers in onboarding clients by providing a response to a client’s request for proposal, preparing client applications, agreements, and other required documentation.Assist with implementation of new products and services for the client in a timely manner as well as train the clients in the appropriate use of the products. Also, provide notice of upcoming customer reviews by providing information necessary to their review, assisting with any questions, and following up for a timely response.Assist team with inquiries and problems related to Treasury Management and Electronic Banking questions and problems, or refer client to appropriate party. Follow up with customers or internal staff as necessary until the problem is resolved to the client’s satisfaction.Position Requirements:3-5 years of treasury management support and/or sales experienceDemonstrated knowledge of treasury management products and related business, financial and risk management processesProficiency with word processing, spreadsheet and presentation softwarePossess strong verbal and written communication skills to provide necessary product training and demonstrations to prospects and customers.Superior customer service and presentation skillsDemonstrated ability to manager time and multiple projects effectivelyPossess a thorough knowledge of all the services offered by the Bank and good understanding of account analysis statements. Have good marketing skills which are essential for cross selling.Equal Opportunity Employer/Protected Veterans/Individuals with DisabilitiesThe contractor will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant. However, employees who have access to the compensation information of other employees or applicants as a part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by the employer, or (c) consistent with the contractor’s legal duty to furnish information. 41 CFR 60-1.35(c)

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