Treasury Sales Associate I - Global Payment Solutions - Healthcare, Higher Education and Not for Profit
Core
Supports end-to-end treasury sales process for Treasury Sales Officers in Healthcare, Higher Education, and Not-for-Profit sectors by developing revenue strategies, conducting client research, and managing sales data.
Role type
Treasury Sales Associate (Sales Support)
Builds
Revenue growth strategies, client proposals, and sales data integrity for domestic and international clients.
Domain
Corporate Banking / Treasury Management / Healthcare & Higher Education
Required skills
Treasury management, Corporate banking, Client research, Sales data management, Pricing analysis, KYC coordination, Proposal development, Financial acumen, Microsoft Office
Preferred skills
Not-for-profit/Healthcare banking experience, Certified Treasury Professional (CTP), Global payments knowledge, Prospecting experience, U.S./International cash management products
Technologies
Microsoft Office, Core sales systems, Pricing models
Responsibilities
Coordinate industry and prospect research for pre-call planning, Maintain accuracy of sales data and deal pipelines, Produce client profitability and revenue performance analysis, Facilitate client onboarding and KYC processes, Assist in developing pricing strategies and pitchbooks, Participate in in-person calling and direct sales activities
Seniority
Entry-level to Junior, hands-on IC