Now Hiring - Northwest Bancshares, Inc. - Treasury Management Sales Support Associate in Independence, OH

Full description of the position

Job Description Job Summary The Treasury Management Sale Support Associate supports their designated Treasury Management Advisors and works as a liaison between sales and operations. The Treasury Management Sales Support Associate provides outstanding service to both external clients and internal business partners. This candidate has a strong understanding of commercial relationships and Treasury Management solutions. Essential Functions * Collaborate with TMA to acquire, expand and retain business * Assist sales team with client support * Develop and understand client's treasury cash management structure and objectives * Provide timely follow up with clients and business partners * Identify additional Treasury Management opportunities * Communicate with clients by email, phone, Teams, DocuSign, and in person with professionalism and in a clear and concise manner. * Enter detailed notes in CRM System * Outbound calling efforts to support ACH, Wire and Express Deposit confirmations * Complete Online Banking Enrollment forms for Treasury pro and Architect * Assist with the TM implementation, prepare, send and collect required TM agreements and supporting documents * Prepare Proformas * Coordinate onboarding efforts with TMA and Treasury Management Support * Proposal and relationship review preparation * Client resolution research and outreach * Workflow Management * Perform client maintenance * Co-manage ACH annual and red flag reviews within required timeframe * Assist TMA & RM with New account opening * Participate in weekly meeting with TMA to review pending items and upcoming requests * Review monthly pricing for new services added to ensure accuracy * Ensure compliance with Northwest's policies and procedures, and Federal/State regulations * Navigate Microsoft Office Software, computer applications, and software specific to the department to maximize technology tools and gain efficiency * Work as part of a team * Work with on-site equipment Education + Experience preferred * Bachelor's degree in Business, Finance, or related degree * 3-5 years of Treasury Management experience * 5-6 years of customer service/sales experience LI-EK1 Northwest is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees.