The Sr. Treasury Management Associate provides sales, implementation, and client service support to business customers.
Primary responsibilities of the job include:
TM Sales Support
- Support Treasury Management Officers (TMOs) with proposal preparation, RFP responses, pricing analysis, and Treasury Management relationship reviews
- Advance sales opportunities through strategic client follow-up in partnership with the TMO
- Lead recurring pipeline meetings with each TMO to:
- Review pipeline activity, including prospects and active deals
- Identify pre-call planning needs
- Discuss upcoming proposal and relationship review needs
- Identify opportunities to help move deals to close
- Support the TMO with sales and prospect reporting
- Follow up on action items from line-of-business partner reviews
- Partner with the TMO on annual product campaigns and initiatives
- Stay current on product changes and enhancements
Leadership Responsibilities
- Mentor and train other Treasury Management Sales Associates through onboarding support, knowledge sharing, and reinforcement of best practices across sales support, implementation, and client service
- Exemplify leadership among TMSA peers by serving as a trusted resource, modeling sound judgment and professionalism, and demonstrating readiness for broader team leadership responsibilities, including potential people management
Implementation Assistance
- Aid in obtaining required client signatures, if necessary
- Track implementation progress to ensure timely setup of new products and services
- Help coordinate and attend client training sessions with the Implementation Consultant
- Validate billing and exception pricing following new product implementation
- Review implemented services that are not being utilized and identify follow-up opportunities
Client Servicing Expectations
- Support existing client service needs in partnership with the Client Support Specialist and Commercial Services, driving follow-up and ensuring timely resolution
- Provide sales support to external clients, TMOs, and RMs
A bachelor’s degree is preferred, along with 3-5 years’ TM or equivalent banking experience. Team management experience and demonstration of meeting team goals and deadlines preferred.
Equal Opportunity Employer/Protected Veterans/Individuals with DisabilitiesThis 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.
Skills Required
- Bachelor's degree preferred
- 3-5 years' Treasury Management or equivalent banking experience
- Team management experience preferred
- Ability to meet team goals and deadlines
MidFirst Bank Compensation & Benefits Highlights
The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about MidFirst Bank and has not been reviewed or approved by MidFirst Bank.
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Healthcare Strength — Health, dental, and vision coverage are available to eligible full‑time and part‑time employees, with company‑paid long‑term disability and an EAP included. Medical plans through Blue Cross Blue Shield and wellness incentives that can lower premiums are highlighted.
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Retirement Support — A company 401(k) match with a clear formula and a defined vesting schedule provides meaningful retirement support. Eligibility and enrollment timing are specified, reinforcing predictable access to the plan.
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Leave & Time Off Breadth — Paid vacation, paid sick leave, and paid holidays are emphasized, with a paid community service day also referenced. Time‑off offerings are portrayed as generous across materials.
MidFirst Bank Insights
What We Do
MidFirst Bank occupies a rare position within the banking industry. With $41.2 billion in assets, MidFirst Bank is the largest privately owned bank in the country. This combination of size and private ownership provides our customers with a special brand of banking. MidFirst Bank offers a full range of personal, commercial, trust, private banking and mortgage banking products and services. MidFirst is a strong commercial real estate lender and a major servicer of mortgage loans nationally. As a private business ourselves, we understand the unique needs of each business community we serve at each of our locations in Arizona (Phoenix), California (Los Angeles, Orange County, Santa Barbara, San Diego), Colorado (Boulder, Denver, Edwards, Fort Collins), Nevada (Las Vegas), Oklahoma (Oklahoma City, Tulsa, Western Oklahoma), Texas (Dallas, Houston, San Antonio) and Utah (Salt Lake City). Additionally, MidFirst Bank has commercial lending offices in Atlanta, Chicago, Nashville, New York City, Orlando, Raleigh and Southern California. We serve Southern California through 1st Century Bank, a division of MidFirst Bank. We also operate MidFirst Business Credit as a subsidiary of MidFirst Bank. MidFirst Bank provides services that compete with larger banks, while the people and culture truly define the MidFirst Bank difference. MidFirst provides exceptional financial and deeply committed customer service. Team members are loyal in their character, loyal in their personal commitment to customers, and loyal to always doing the right thing. MidFirst customers can always count on working with thoughtful, intelligent, honest professionals who are true to their financial goals. MidFirst Bank is a strong supporter of the communities they serve, investing time and money in important educational, charitable and civic organizations. Copyright © 2025 MidFirst Bank. All rights reserved. Member FDIC. Equal Housing Lender.
