Treasury Management Sales Associate - Biltmore/Phoenix (AZ)

National Bank of Arizona; Phoenix (AZ); On-site; USD 55,000 - 75,000; Full time

Benefits offered by this job

Medical Insurance

Dental Insurance

Vision Insurance

Life Insurance

Disability Insurance

Paid Parental Leave

Adoption Assistance

HSA/FSA

PTO

11 Federal Holidays

401(k) Match

Profit Sharing

Tuition Reimbursement

Employee Banking Products

Job summary

National Bank of Arizona is seeking a Treasury Management professional in Phoenix to support TM Sales, prepare proposals, and coordinate post-sale documentation. You will act as a liaison between customers, consultants, and implementation teams to ensure a smooth onboarding experience.

The role requires a degree and knowledge of treasury and banking products, with strong communication and MS Office skills. Join NB|AZ for a collaborative, professional environment focused on client success.

Qualifications

• Requires a degree and some experience with treasury management products, bank products, sales, customer service or other directly related experience.
• Knowledge of customer service, sales, banking, and electronic payment processing.
• Must have excellent written and verbal communication skills, customer service skills, and PC skills.
• Working knowledge of Microsoft Office Suite, especially Excel and Power Point, and Adobe Acrobat.
• Ability to meet deadlines, resolve issues.
• Strong interpersonal and presentation skills are a must for representing NB|AZ in diverse environments.

Responsibilities

• Create sales prospecting reporting and analysis.
• Provide TM Sales Consultants with pre-call research, develop proposals, and prepare post-sale customer documentation.
• Serve as a liaison between the customer, the sales consultant, and the implementation team to ensure a satisfactory implementation experience.
• Provide sales backup for the TM Sales Consultants and may conduct joint sales calls with the TM Sales Consultants and Relationship Managers.
• Take ownership of customer portfolios and share knowledge.
• Successfully analyze and communicate decisions that can impact the client.
• Other duties as assigned.

Job description

At National Bank of Arizona, we’re a community of professionals with relationships at our core. We strive to promote an engaging environment with accessible leadership and on-going employee development. National Bank of Arizona was founded on the premise of building local relationships, we pride ourselves on providing our clients, shareholders and each other with the best possible tools, resources and opportunities. Our workplace culture is based on inclusivity and collaboration, so we can give our customers as well as our employees the best possible environment to thrive. More than 40 years later, our approach hasn’t changed. At NBAZ, the possibilities are endless – come for the job, stay for a career.

NBAZ’s Treasury Management division is the company’s number one fee income source and includes Treasury, Merchant Services, Foreign Exchange and Investment Services. NBAZ TM manages an annual revenue stream of $12-$15MM, producing $2.5MM new revenue annually!

Essential Functions:

• Create sales prospecting reporting and analysis.
• Provide TM Sales Consultants with pre-call research, develop proposals, and prepare post-sale customer documentation.
• Serve as a liaison between the customer, the sales consultant, and the implementation team to ensure a satisfactory implementation experience.
• Provide sales backup for the TM Sales Consultants and may conduct joint sales calls with the TM Sales Consultants and Relationship Managers.
• Take ownership of customer portfolios and share knowledge.
• Successfully analyze and communicate decisions that can impact the client.
• Other duties as assigned.

Qualifications:

Requires a degree and some experience with treasury management products, bank products, sales, customer service or other directly related experience. A combination of education and experience may meet requirements.

• Knowledge of customer service, sales, banking, and electronic payment processing.
• Must have excellent written and verbal communication skills, customer service skills, and PC skills.
• Working knowledge of Microsoft Office Suite, especially Excel and Power Point, and Adobe Acrobat.
• Ability to meet deadlines, resolve issues.
• Strong interpersonal and presentation skills are a must for representing NB|AZ in diverse environments.

Benefits:

• Medical, Dental and Vision Insurance - START DAY ONE!
• Life and Disability Insurance, Paid Parental Leave and Adoption Assistance.
• Health Savings (HSA), Flexible Spending (FSA) and dependent care accounts.
• Paid Training, Paid Time Off (PTO) and 11 Paid Federal Holidays.
• 401(k) plan with company match, Profit Sharing, competitive compensation in line with work experience.
• Mental health benefits include coaching and therapy sessions.
• Tuition Reimbursement for qualifying employees.
• Employee Ambassador preferred banking products.