Treasury Management Sales – AZ Growth Path

Zionsbancorp; United States; On-site; USD 65,000 - 90,000; Full time

Benefits offered by this job

Health Insurance

Dental & Vision

Life Insurance

Disability Insurance

Parental Leave

HSA

FSA

PTO + Holidays

401(k) Match

Mental Health benefits

Tuition Reimbursement

Job summary

Zions Bancorporation's National Bank of Arizona is seeking a Treasury Management Sales Associate for the Biltmore/Phoenix office. You will create sales prospecting reporting, provide pre-call research, develop proposals, and support post-sale documentation.

You will serve as a liaison between customers, sales consultants, and the implementation team to ensure a smooth onboarding. The role offers growth into Treasury Management sales with training and exposure to cross-functional partners and

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.

Skills

Customer service

Sales

Banking

Electronic payments

Communication

PC skills

Education

Bachelor's degree

Tools

MS Excel

PowerPoint

Adobe Acrobat

Job description

Zions Bancorporation's National Bank of Arizona is seeking a Treasury Management Sales Associate for the Biltmore/Phoenix office. You will create sales prospecting reporting, provide pre-call research, develop proposals, and support post-sale documentation.

You will serve as a liaison between customers, sales consultants, and the implementation team to ensure a smooth onboarding. The role offers growth into Treasury Management sales with training and exposure to cross-functional partners and