Lewis James Professional

TM Sales Associate

Lewis James Professional is a woman-owned staff augmentation, project consulting and direct hire search and placement firm. We are currently seeking a TM Sales Associate for a contract opportunity with a financial services client.


  • Prepare prospect decks for new and existing clients working closely with Treasury Management Sales Officers (TMSO).
  • Compile data and partner with TMSO to create pro forma statements, cash flow diagrams, treasury reviews, and other information to assist in the sales process.
  • Coordinate calls with product partners and TMSOs to develop implementation plans and to research solution details.
  • Assist TMSO, onboarding team and other partners with implementation coordination for new and existing customers.
  • Contact new customers in partnership with TMSO to ensure satisfaction with service delivery and the smooth implementation of new Treasury services.
  • Provide support to customers including assisting with implementation documentation, answering questions, and ensuring the proper completion of returned documents.
  • Review internal tracking reports and provides follow-up on product implementation requests.


  • Bachelor's degree or an equivalent combination of education and experience.
  • Two years of financial services or banking experience.
  • Strong customer service skills.
  • Strong professional verbal and written communication skills.
  • Proficient computer navigation skills using a variety of software packages including Microsoft Office applications.

For immediate consideration, please click “Apply” and use Job Code BHJOB11837_2815. You may also send a copy of your resume to: resumes@lewisjamesprofessional.com and enter only the following job code in the subject line: BHJOB11837_2815. Lewis James Professional is an Equal Opportunity Employer. M/F/D/V