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Job Field: Legal Jobs
Location: BELLEVUE, WA
Salary: $-
Job Type: Part Time

JOB SUMMARY:

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               <td align="left"><font style="font-size: 100%;">Partner with the TS Sales Advisors in acquiring, expanding and retaining business clients to achieve the assigned team goals and drive revenue.<BR><BR>Partner with TS Service Specialsit and Implementation Specialist Team, ensure there is a seamless onboarding process for the client.  <BR><BR>Assume direct responsibility for managing a portion of the TS Sales Advisors portfolio, consisting of less complex clients. <BR><BR>Facilitates/coordinates the gathering of prospect lists, industry information and publications through associations  web sites; First Research, the internet and Lexis Nexus reports.<BR><BR>Coordinates the collection and reporting of weekly sales activities and pipelines for the sales team, including but not limited to tracking on CE Desktop (Key s CRM system).<BR><BR>Assist with pre-call planning, including: researching industry information, preparing pitch books, flow charts, presentations and reviewing account analysis reports.  <BR><BR>Assist in preparing and delivering sales presentations, either verbal or written. <BR><BR>Research and prepare cost benefit analysis of customer or prospect accounts and services to determine most beneficial service; includes lock box studies, CDA analysis, preparation of comparable analysis statement.<BR><BR>Compile competitive information including documentation of competitor s services and fees, researches technological advances in cash management products, prepares competitive marketing presentations for use in annual pricing review.<BR><BR>Collect, synthesize and provide market, client, regulatory, legal and direct client feedback to Product Management.  This data should be presented on how it impacts the product line and influences any changes to the business/pricing strategies.<BR><BR>Prepares Cash Management Proposals, Relationship Reviews and responses for Request For Proposal s (RFP s) and makes recommendations to assist business clients.<BR><BR>Participate in Relationship Reviews<BR><BR>Follows up with existing  legacy  clients to ensure excellent service and cross-sell additional services.<BR><BR>May serve as the back-up for Treasury Services Sales Advisor as needed<BR><BR>Adhere to all Risk policies and procedures.<BR><BR><BR>..For more information please see the url</font></td>
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