Treasury Management Sales Pro

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

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.