Treasury Management Sales Support

Company: VirtualVocations
Location: Vista
Posted on: May 20, 2025

Job Description:

A company is looking for a Treasury Management Sales Support Specialist who will support bank products and services in daily sales activities.
Key Responsibilities

Uncover sales opportunities through analysis and direct client support, addressing issues and inquiries
Prepare documentation for clients, including proposals and service agreements
Source and analyze financial data to identify trends and assist in product pricing and enhancements

Required Qualifications

Bachelor's Degree with no experience in Sales, Customer Service, or Operations, or a High School Diploma/GED with 4 years of relevant experience
Preferred knowledge of treasury operations
Experience with data entry systems
5+ years of banking experience

Keywords: VirtualVocations, Lakewood , Treasury Management Sales Support, Accounting, Auditing , Vista, California

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