Treasury Sales Associate - Global Payment Solutions – Business Banking
Core
Supports Treasury Sales Officers in developing strategies to grow revenue for global payment solutions and corporate banking clients.
Role type
Treasury Sales Associate (Business Banking)
Builds
Revenue growth strategies, client proposals, pitchbooks, and pricing models for treasury services.
Domain
Corporate Banking / Global Payments / Treasury Management
Required skills
Treasury management, corporate banking, client research, profitability analysis, pricing strategy, client onboarding, sales data management, presentation materials, card agreements
Preferred skills
B2B sales, client service, prospecting, new business development, cash management products, treasury management products, industry trends
Technologies
Microsoft Office
Responsibilities
Coordinate industry and client research for pre-call planning, maintain sales data accuracy, produce client and portfolio analysis, develop pricing strategies, support client implementation and training, participate in direct sales calls, prepare presentation materials, complete card agreements
Seniority
Entry-level to Junior, hands-on IC