Treasury Management Sales Associate - Biltmore/Phoenix (AZ)

Zions Bancorporation; Phoenix, Northern (AZ, KY); Hybrid; USD 60,000 - 90,000; Full time

Benefits offered by this job

Health Insurance

Paid Time Off

401(k) Match

Life Insurance

Dental Insurance

Vision Insurance

Job summary

National Bank of Arizona (NBAZ), a division of Zions Bancorporation, N.A., seeks a Treasury Management Sales Associate for the Biltmore/Phoenix area. You will support TM sales consultants, perform pre-call research, develop proposals, and help manage client portfolios while collaborating with internal partners.

We offer comprehensive benefits, ongoing training, and opportunities to advance within the Treasury Management division as we drive growth and customer success across Arizona.

Qualifications

• Requires a degree and some experience with treasury management products, bank products, sales, customer service or other related experience.
• Strong written and verbal communication skills; customer service orientation.

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.
• Analyze and communicate decisions that can impact the client.

Skills

Customer service

Sales

Treasury management products

Banking knowledge

Electronic payment processing

Excel

PowerPoint

Adobe Acrobat

Communication skills

Relationship building

Education

Bachelor's degree

Tools

Microsoft Excel

PowerPoint

Adobe Acrobat

Job description

Treasury Management Sales Associate - Biltmore/Phoenix (AZ)

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!

This opportunity is designed for growth into a rewarding Treasury Management sales career. Learn the latest customer service techniques and develop your professional selling skills in Treasury Management. Work directly with internal partners and leadership, NB|AZ customers, vendors and sales professionals that drive our business.

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.
• 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.

This position will be open until filled.

All candidates, including those with criminal histories will be considered for employment. However, a background check adjudicated consistently with the FDIC Section 19 regulation will be completed on any candidate who accepts a conditional job offer from the Company. Because the Company is a financial institution, the FDIC guidelines apply to all positions within the company and as such any and all job duties have a direct relationship to a candidate’s criminal history and that criminal history would need to align with the FDIC Section 19 regulations.

Zions Bancorporation, National Association prohibits illegal discrimination and reaffirms its policy of providing Equal Employment Opportunity (EEO), by extending equal employment and advancement opportunities to all employees and applicants for employment, without regard to race, color, religion, age (40 and over), sex, pregnancy, gender, disability, national origin, ethnic background, citizenship, protected veteran status, military service, sexual orientation, gender identity, genetic information or any other characteristic protected by applicable federal, state or local law.

It is the Company’s policy not to discriminate because of a person’s relationship or association with a protected veteran. This includes spouses and other family members. Also, Zions will safeguard the fair and equitable treatment of protected veteran spouses and family members with regard to all employment actions and prohibit harassment of applicants and employees because of their relationship or association with a protected veteran.

Applicants Requesting Accommodations: If you are a qualified individual with a disability or a disabled veteran, you may request a reasonable accommodation if you are unable or limited in your ability to use or access our career site. You can request reasonable accommodations by contacting us at [e-mail] or 801/844-7618. Please email your resume/cover letter, indicate what position you are interested in and include "Accommodation needed" in the subject line to ensure your information is routed to the appropriate contact.

Create and manage profiles for future opportunities.

National Bank of Arizona a division of Zions Bancorporation, N.A. Member FDIC