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Treasury Management Sales Associate

First Horizon National Corporation

Winston Salem, NC

Full-Time

Treasury Management Sales Associate

First Horizon National Corporation

Winston Salem, NC

Full-Time

Nov 15, 2025

Accounting

Job Description

Location: On site at location listed in job posting

SUMMARY

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 nation's 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.

Location:  On site at location listed in job posting
SUMMARY

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 nation's 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.

About First Horizon National Corporation

First Horizon is a leading regional financial services company, dedicated to helping our clients, communities and associates unlock their full potential with capital and counsel. With $81.7 billion in assets as of December 31, 2023, we serve clients through a team of approximately ~7,300 associates and ~418 banking centers throughout the southeastern United States. Headquartered in Memphis, TN, the banking subsidiary First Horizon Bank operates in 12 states across the southern U.S. First Horizon has been recognized as one of the nation’s best employers by Fortune and Forbes magazines and a Top 10 Most Reputable U.S. Bank.

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Treasury Management Sales Associate

First Horizon National Corporation

Winston Salem, NC

Nov 15, 2025

Full-time

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