(MI) Treasury Management Sales Associate



Performs administrative and analytical duties; acts as liaison between Business Development Officer and corporate customers and prospects; conducts special projects; resolves problems; performs research; processes new client implementations; keeps management informed of special customer needs or problems.



Responsible for supporting all treasury management clerical functions, including opening depository accounts, online banking, account reconcilement, positive pay, wire transfers, ACH, Remote Deposit and assisting treasury management customers.


  • Thrive on supporting relationship managers, by completing Pro Formas, RFPS, financial analysis and managing projects
  • Has a strong merchant background likes to juggle many projects at once but is detailed with excellent time and project management skills
  • Serve as a liaison between the customer, the sales officer, and the implementation team to ensure a satisfactory implementation experience
  • Be responsible for having a strong knowledge of the portfolio to successfully analyze decisions made for the client
  • Provide sales backup for the TM Sales Officer and may conduct joint sales calls with the TM Sales Officers and Relationship Managers
  • Meet or Exceed assigned deposit and product goals monthly
  • Strong analytical, negotiation and problem-solving skills
  • Good listening and creative thinking skills
  • Comprehensive knowledge of teller banking
  • Excellent communication and presentation skills
  • Highly organized and detail oriented
  • Ability to adapt quickly to changing situations and priorities
  • Ability to work without significant supervision in a team-focused environment
  • Possesses the ability to mobilize internal resources to ensure completion of required tasks
  • Proficient in Microsoft office suite of products including Excel, Word and PowerPoint
  • Complete the implementation and servicing of the treasury services requested by clients
  • Comply with the Bank’s compliance requirements including BSA, OFAC and USA Patriot act



  • Associates degree or higher
  • Preferred 1to 2 years of servicing treasury management products/services experience
  • 2 to 3 years of teller experience



  • Daily interaction with external and internal customers
  • Daily interface with Accounting, Bank Operations, Loan Operations and other business units.
  • Office environment with workstation area (desk/counter), desktop computer and chair
  • Job duties involve sitting, standing and/or walking within work area
  • Adequate lighting, ventilation, heating and cooling are supplied
  • Unaided lifting of up to 20 pounds may be necessary
  • Security doors, cameras, alarms and personnel are at hand



  • Desktop computer (computer and web-based applications)
  • Standard office equipment: telephone, copier, printer, fax