Treasury Sales Associate I
Core
Facilitate end-to-end treasury sales relationships with Treasury Sales Officers to manage and grow domestic and global portfolios for Private Bank clients.
Role type
Treasury Sales Associate I (Sales Support)
Builds
Customized treasury solutions, client acquisition strategies, and revenue growth plans for Private Bank clients.
Domain
Corporate Banking / Treasury Management
Required skills
Treasury management experience, business and financial acumen, client relationship building, data accuracy management, industry research, pricing strategy analysis, client onboarding coordination, presentation material preparation, sales data management.
Preferred skills
B2B sales experience, Certified Treasury Professional certification, prospecting and new business development, knowledge of cash management products, global payments experience.
Responsibilities
Support Treasury Sales Officers in end-to-end sales processes, coordinate client research and pre-call planning, maintain sales data integrity, produce profitability and revenue analysis, facilitate client onboarding and KYC, prepare pitchbooks and presentation materials, assist with pricing strategies, participate in direct sales calls, manage escalated service issues.
Seniority
Entry-level to Junior, hands-on IC