Treasury Management Sales Associate
Company: First Horizon
Location: Knoxville
Posted on: January 3, 2026
|
|
|
Job Description:
The Treasury Management Sales Associate (SA) is responsible for
assisting the Treasury Management Sales Officer (TMSO) with various
sales related activities. 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. 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 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 SUPERVISORY RESPONSIBILITIES No
supervisory responsibilities 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 COMPUTER AND OFFICE EQUIPMENT SKILLS Microsoft Office
suite CERTIFICATES, LICENSES, REGISTRATIONS (Ex: CPA, Series 6 or 7
license, etc) None required About Us First Horizon Corporation is a
leading regional financial services company, dedicated to helping
our clients, communities and associates unlock their full potential
with capital and counsel. Headquartered in Memphis, TN, the banking
subsidiary First Horizon Bank operates in 12 states across the
southern U.S. The Company and its subsidiaries offer commercial,
private banking, consumer, small business, wealth and trust
management, retail brokerage, capital markets, fixed income, and
mortgage banking services. First Horizon has been recognized as one
of the nations best employers by Fortune and Forbes magazines and a
Top 10 Most Reputable U.S. Bank. More information is available at
www.FirstHorizon.com. 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
Follow Us Facebook X formerly Twitter LinkedIn Instagram YouTube
Equal Opportunity Employer/Protected Veterans/Individuals with
Disabilities This employer is required to notify all applicants of
their rights pursuant to federal employment laws. For further
information, please review the Know Your Rights notice from the
Department of Labor.
Keywords: First Horizon, Cleveland , Treasury Management Sales Associate, Sales , Knoxville, Tennessee
