TREASURY ASSOCIATE
Core
Senior Treasury Analyst supporting complex Treasury Management sales execution and generating new revenue through Transaction Banking products.
Role type
Senior IC sales analyst (treasury)
Builds
Transaction Banking product solutions and sales proposals for clients
Domain
Financial services / Corporate Treasury
Deliverable
product features
Required skills
Treasury management, sales execution, cross-selling, pricing modeling, ROI calculation, proposal writing, client onboarding, implementation oversight, risk compliance
Preferred skills
CTP certification, AAP certification, ERP systems knowledge, accounting systems knowledge
Technologies
Proposal Library, Resource Center, ERP systems, accounting systems
Responsibilities
Partner with Treasury Consultants to build product solutions for clients; Create draft pricing models and ROI calculators; Research and build written content for proposals; Implement treasury solutions and oversee complex sales completion; Lead special projects and provide direction to less experienced analysts; Demonstrate commitment to bank Risk and compliance policies.
Seniority
Senior, hands-on IC