Treasury Management Sales Analyst

Location: On site at location listed in job posting.

SUMMARY

The Treasury Management Sales Associate (SA) is responsible for assisting the Treasury Management Sales Officer (TMSO) with various sales related activities working specifically with Virtual Business Banking and Inside Sales. Working closely with the TMSO, they contribute to group's annual sales goal by preparing sales materials, assisting in the sales and implementation process, and providing continuity when a TMSO is out of the office.

Weekly Scheduled Hours: M-F, 8:00 - 5:00

ESSENTIAL DUTIES AND RESPONSIBILITIES

• Collects key client/prospect data, analysis statements and assembles sales marketing collateral to aids the TMSO in preparing for sales and prospect calls.

• Assists in preparing pricing proformas, proposals, presentations and other sales materials.

• Calls on customers via telephone and in person (as appropriate) to assist in the sales process and identify cross sell opportunities.

• Prepares TM and Merchant Service agreements, implementation and maintenance documentation as directed by the TMSO.

• Initiates the fulfillment process and provides support in client on-boarding to ensure progress and customer satisfaction.

• Upon the receipt of executed agreements, acts as a liaison between TM Sales and Implementations to ensure appropriate credit approvals and risk assessment forms are completed.

• Coordinates and assists with client product training as needed.

• Contact clients to ensure new product usage and client satisfaction.

• Serve as primary interface with customer service and implementations to resolve issues, engaging the TMSO as necessary.

• Assist team in providing training and market support to the relationship management team.

• Maintain sales materials and performs other duties as assigned by TM Sales from client support, training and set up perspectives.

• Performs all other duties as assigned

QUALIFICATIONS

To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. Additionally, the qualifications listed below are representative of the knowledge, skills, and/or abilities required in this position:

• Bachelor (4-year college) degree and 1-2 years of experience or equivalent combination of education and experience

• Good written and oral communication skills; ability to effectively present information and respond to questions from clients and partners.

COMPUTER AND OFFICE EQUIPMENT SKILLS

• Proficiency with Internet, various virtual meeting platforms, Microsoft Office suite (Word, Excel and Powerpoint) and general knowledge of PC hardware/software.

About Us

First Horizon is a leading regional financial services company, dedicated to helping our clients, communities and associates unlock their full potential with capital and counsel. With $81.7 billion in assets as of December 31, 2023, we serve clients through a team of approximately ~7,300 associates and ~418 banking centers throughout the southeastern United States. Headquartered in Memphis, TN, the banking subsidiary First Horizon Bank operates in 12 states across the southern U.S. First Horizon has been recognized as one of the nation's best employers by Fortune and Forbes magazines and a Top 10 Most Reputable U.S. Bank.

Benefit Highlights

• Medical with wellness incentives, dental, and vision

• HSA with company match

• Maternity and parental leave

• Tuition reimbursement

• Mentor program

• 401(k) with 6% match

• More -- FirstHorizon.com/First-Horizon-National-Corporation/Careers/Our-Benefits

Corporate Diversity Commitment:

We remain committed to creating a more equitable society, and that starts with our associates, our clients, and the communities we serve. We do this by elevating equity, providing capital and counsel, and committing to excellence in everything we do.

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