Senior Treasury Management Sales Associate
How would you like to join one of the most highly regarded financial institutions in New Jersey with deep roots in the community? Provident is a successful and highly regarded multi-billion-dollar bank that continues to grow with branches in New Jersey, Eastern Pennsylvania and New York. Our longevity is a testament to our commitment to placing our employees, customers, and the communities we serve at the center of all we do. At Provident Bank, we are committed to enhancing our customer and employees’ experience.
POSITION OVERVIEW:
This position is to provide strategic support to the Treasury Management Sales team. Collaborates across many departments throughout the bank to build positive and professional alliances, while learning strategies to improve the overall client experience. The Senior Treasury Management Sales Associate (TMSA) will support a culture of efficiency and recommend improvements. Additionally, the sales associate will play an important role in maintaining long-term customer relationships, ensuring customer satisfaction and accountability for the life of the relationship.
KEY RESPONSIBILITIES:
- Support the Treasury Management Sales Officers (TMSOs) within the Commercial Banking Treasury Management team and mentor less experienced sales associates.
- Identify treasury management solutions and managing the sales process such as pre-call and post-call sales activities
- Supports cross sell initiatives and recommends competitive solutions through statement analysis
- Partners with the broader treasury management sales team with developing pricing pro-formas, relationship management and special projects
- Develops internal and customer facing sales presentation and marketing collateral
- Supports treasury management sales and implementation team with customer onboarding and providing post-sales services support
- Assumes responsibility for follow-up and resolution of client concerns and is accountable for championing the end to end customer experience
- Maintains an accurate and current pipeline with a strong understanding of closed and pending deals
- The Senior Treasury Management Sales Associate will provide guidance and subject matter expertise to both internal colleagues and customers
MINIMUM QUALIFICATIONS:
- Minimum 6 years’ experience with more advanced banking and treasury management product experience (payments, receivables, commercial card, merchant services).
- Sales or client support experience
- Knowledge and understanding of general banking
- Ability to develop partnerships and collaborate with other business and functional areas
- Proven ability to plan and prioritize deadlines with minimal guidance.
- Strong attention to detail.
- Possesses excellent oral and written communications skills.
- Basic proficiency with Microsoft applications including Excel, Word and Power Point
PREFERRED QUALIFICATIONS:
- BS/BA degree; in lieu of degree equivalent work related experience
WORKING CONDITIONS:
Work is performed in a normal office environment. Noise levels are usually moderate. This position involves travel to customers and property locations.
- Prolonged sitting
- Lifting from 5 to 10 lbs. (printer paper, storage boxes)
- Occasional bending or overhead lifting (storing files or boxes)
- The hazards are mainly those present in a normal office setting
This job description may not be all-inclusive. Employees are expected to perform other duties as assigned and directed by management. Job descriptions and duties may be modified when deemed appropriate by management.
Provident Bank recognizes and supports the importance of creating a socially and culturally diverse employee base. We understand, value, and appreciate the unique perspectives that a diverse workforce can contribute to our organization. We put the employee and the customer at the center of strategy because culture is a critical differentiator for why people choose to work here.
We are an equal opportunity employer, and all qualified applicants will receive consideration for employment without regard to age 40 and over, color, disability, gender identity, genetic information, military or veteran status, national origin, race, religion, sex, sexual orientation or any other applicable status protected by state or local law.
Pay Details:
$65,200 - $93,200 annually
Please note, the base pay actually offered may vary based upon the candidate's skills and experience, job-related knowledge, education, geographic location, internal equity, and other applicable business and organizational needs.
This role is incentive eligible based upon company, business, and/or individual goal achievement and performance.
Team members accrue paid time-off (PTO), receive Holiday (PTO) and are eligible to participate in the bank’s Health and Wellness benefits including Medical, Dental and Vision Plans, Flexible and Health Savings Accounts, and a 401(k) Retirement Plan. In addition, the company provides Disability Insurance, an Employee Assistance Program, and Basic Life Insurance. Company sponsored Tuition Disbursement and Loan Repayment programs are also available. Voluntary benefits include Supplemental Life Insurance, Accident, Critical Illness, Hospital Indemnity and Legal plans.
Nearest Major Market: New Jersey