TREASURY ASSOCIATE
Core
In-house senior sales analyst supporting complex Treasury Management sales execution and generating new revenue through Transaction Banking products.
Role type
Senior IC sales analyst (Treasury)
Builds
Consultative solutions, client proposals, account structures, and pricing models for corporate treasury clients.
Domain
Financial Services / Corporate Treasury / Transaction Banking
Deliverable
product features
Required skills
Treasury management, sales execution, cross-selling, proposal writing, pricing modeling, 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
Exceed revenue and sales activity goals, build product solutions for clients, recommend cross-sell opportunities, resolve client issues, create draft pricing models and ROI calculators, design client communications and account structures, implement treasury solutions, lead special projects, mentor less experienced analysts, ensure risk and compliance adherence
Seniority
Senior, hands-on IC