Treasury Sales Associate I - Global Payment Solutions - Middle Market
Core
Supports end-to-end treasury sales processes for Treasury Sales Officers on the Middle Market Team, focusing on revenue growth domestically and internationally.
Role type
Treasury Sales Associate (Middle Market)
Builds
Revenue growth strategies, client proposals, pitchbooks, and pricing models for corporate banking clients.
Domain
Corporate Banking / Treasury Management / Global Payments
Deliverable
product features
Required skills
Treasury management, corporate banking, client research, sales data management, profitability analysis, KYC onboarding coordination, pricing strategy, client onboarding, presentation materials preparation, direct sales support
Preferred skills
B2B sales, client service in financial services, prospecting, new business development, knowledge of U.S. and international cash management products, Global Payments/Treasury Management/Corporate Banking experience
Technologies
Microsoft Office
Responsibilities
Coordinate industry and client research for pre-call planning, maintain accuracy of sales data and deal pipelines, produce client and portfolio analysis, facilitate client readiness and KYC onboarding, assist with Client Management Process, conduct price and cost-benefit analysis, support client implementation and training, participate in in-person calling activities, prepare presentation materials, complete card agreements and gather documentation
Seniority
Entry-level to Junior, hands-on IC
